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Simplify Intermediate Term Treasury Futures Strategy ETF

19 hedge funds and large institutions have $35.2M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$11.9M 937,541 +103,960 +12%
WI
2
WJ Interests
Texas
$10.2M 799,453 +119,003 +17%
OIA
3
OneDigital Investment Advisors
Kansas
$3.32M 261,084 +29,496 +13%
SWM
4
Stapp Wealth Management
Washington
$2.56M 201,395 +1,043 +0.5%
Jane Street
5
Jane Street
New York
$2.35M 184,957 +159,461 +625%
SAM
6
Simplify Asset Management
Nevada
$1.74M 137,116 -67,396 -33%
PFA
7
Professional Financial Advisors
Nebraska
$741K 58,300 +58,300 New
GLR
8
Great Lakes Retirement
Ohio
$686K 53,986 -2,329 -4%
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$686K 53,976 +2,732 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$300K 23,619 -28,368 -55%
AWA
11
Authentikos Wealth Advisory
California
$203K 15,953 +607 +4%
AFA
12
Atlas Financial Advisors
California
$181K 14,265
RIA
13
Regal Investment Advisors
Michigan
$174K 13,721 +13,721 New
Citadel Advisors
14
Citadel Advisors
Florida
$168K 13,200 +13,200 New
UBS Group
15
UBS Group
Switzerland
$19.8K 1,557 -8,171 -84%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.86K 697
IA
17
IFP Advisors
Florida
$4.75K 374 -583 -61%
OLVIG
18
Oliver Lagore Vanvalin Investment Group
Michigan
$3.56K 280 -1,028 -79%
RWPA
19
Richard W. Paul & Associates
Michigan
$483 38 +38 New
RF
20
RHS Financial
California
-16,821 Closed
BCM
21
Brookstone Capital Management
Illinois
-10,296 Closed
IPW
22
Impact Partnership Wealth
Georgia
-140 Closed
CFGS
23
Concourse Financial Group Securities
Alabama