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Simplify Intermediate Term Treasury Futures Strategy ETF

24 hedge funds and large institutions have $40M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

26% more funds holding

Funds holding: 1924 (+5)

13% more capital invested

Capital invested by funds: $35.2M → $40M (+$4.75M)

1.99% more ownership

Funds ownership: 73.32%75.31% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
7
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$15M +$2.09M +161,200 +17%
WI
2
WJ Interests
Texas
$9.96M -$1.28M -98,778 -12%
SWM
3
Stapp Wealth Management
Washington
$2.99M +$121K +9,339 +5%
Jane Street
4
Jane Street
New York
$2.85M +$206K +15,875 +9%
LAS
5
Lloyd Advisory Services
Georgia
$2.62M +$2.39M +184,079 New
BWM
6
BlackDiamond Wealth Management
New York
$1.16M +$1.11M +85,606 New
FTUS
7
Flow Traders U.S.
New York
$965K +$882K +67,893 New
PFA
8
Professional Financial Advisors
Nebraska
$872K +$39.4K +3,032 +5%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$822K +$740K +57,000 New
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$781K +$13K +1,004 +2%
GLR
11
Great Lakes Retirement
Ohio
$673K -$85.7K -6,598 -12%
SAM
12
Simplify Asset Management
Nevada
$628K -$1.21M -92,947 -68%
OMC
13
Old Mission Capital
Illinois
$239K +$219K +16,850 New
Citadel Advisors
14
Citadel Advisors
Florida
$211K +$21.2K +1,634 +12%
AWA
15
Authentikos Wealth Advisory
California
$189K -$34.2K -2,635 -17%
UBS Group
16
UBS Group
Switzerland
$10K -$11.1K -853 -55%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10K +$9.39K +723 New
Osaic Holdings
18
Osaic Holdings
Arizona
$9.9K
PA
19
Pineridge Advisors
Missouri
$8.85K +$8.09K +623 New
IA
20
IFP Advisors
Florida
$3.88K -$1.31K -101 -27%
OLVIG
21
Oliver Lagore Vanvalin Investment Group
Michigan
$2.73K -$1.14K -88 -31%
RWPA
22
Richard W. Paul & Associates
Michigan
$765 +$208 +16 +42%
TAM
23
Tucker Asset Management
Colorado
$327 +$299 +23 New
Morgan Stanley
24
Morgan Stanley
New York
$44 +$26 +2 New
OIA
25
OneDigital Investment Advisors
Kansas
-$3.32M -261,084 Closed