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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.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

7.06% more ownership

Funds ownership: 66.26%73.32% (+7.1%)

6% more funds holding

Funds holding: 1819 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $35.5M → $35.2M (-$291K)

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 Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$11.9M +$1.44M +103,960 +12%
WI
2
WJ Interests
Texas
$10.2M +$1.65M +119,003 +17%
OIA
3
OneDigital Investment Advisors
Kansas
$3.32M +$409K +29,496 +13%
SWM
4
Stapp Wealth Management
Washington
$2.56M +$14.5K +1,043 +0.5%
Jane Street
5
Jane Street
New York
$2.35M +$2.21M +159,461 +625%
SAM
6
Simplify Asset Management
Nevada
$1.74M -$935K -67,396 -33%
PFA
7
Professional Financial Advisors
Nebraska
$741K +$809K +58,300 New
GLR
8
Great Lakes Retirement
Ohio
$686K -$32.3K -2,329 -4%
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$686K +$37.9K +2,732 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$300K -$393K -28,368 -55%
AWA
11
Authentikos Wealth Advisory
California
$203K +$8.42K +607 +4%
AFA
12
Atlas Financial Advisors
California
$181K
RIA
13
Regal Investment Advisors
Michigan
$174K +$190K +13,721 New
Citadel Advisors
14
Citadel Advisors
Florida
$168K +$183K +13,200 New
UBS Group
15
UBS Group
Switzerland
$19.8K -$113K -8,171 -84%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.86K
IA
17
IFP Advisors
Florida
$4.75K -$8.09K -583 -61%
OLVIG
18
Oliver Lagore Vanvalin Investment Group
Michigan
$3.56K -$14.3K -1,028 -79%
RWPA
19
Richard W. Paul & Associates
Michigan
$483 +$527 +38 New
RF
20
RHS Financial
California
-$247K -16,821 Closed
BCM
21
Brookstone Capital Management
Illinois
-$144K -10,296 Closed
IPW
22
Impact Partnership Wealth
Georgia
-$2.06K -140 Closed