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Simplify Intermediate Term Treasury Futures Strategy ETF

17 hedge funds and large institutions have $40.1M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0% more capital invested

Capital invested by funds: $40M → $40.1M (+$152K)

0.7% less ownership

Funds ownership: 75.31%74.61% (-0.7%)

29% less funds holding

Funds holding: 2417 (-7)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 7

Holders
17
Holders Change
-7
Holders Change %
-29.17%
% of All Funds
0.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
Increased
5
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
1
Lloyd Advisory Services
Georgia
$15.3M +$6.14M +453,249 +246%
WI
2
WJ Interests
Texas
$8.77M -$595K -43,912 -6%
AWM
3
AE Wealth Management
Kansas
$6.22M -$8.57M -633,038 -58%
Jane Street
4
Jane Street
New York
$3.01M +$331K +24,422 +12%
SWM
5
Stapp Wealth Management
Washington
$3M +$188K +13,878 +7%
BWM
6
BlackDiamond Wealth Management
New York
$1.14M -$1K -74 -0.1%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$696K -$78.3K -5,781 -10%
GLR
8
Great Lakes Retirement
Ohio
$603K -$30.1K -2,223 -5%
SAM
9
Simplify Asset Management
Nevada
$497K -$93.7K -6,921 -16%
Citadel Advisors
10
Citadel Advisors
Florida
$482K +$288K +21,285 +143%
PFA
11
Professional Financial Advisors
Nebraska
$237K -$591K -43,609 -71%
AWA
12
Authentikos Wealth Advisory
California
$199K +$21.5K +1,588 +12%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.3K
PA
14
Pineridge Advisors
Missouri
$7.49K -$840 -62 -10%
UBS Group
15
UBS Group
Switzerland
$5.49K -$3.97K -293 -42%
RWPA
16
Richard W. Paul & Associates
Michigan
$724
Morgan Stanley
17
Morgan Stanley
New York
$30
FTUS
18
Flow Traders U.S.
New York
-$965K -67,893 Closed
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
-$781K -54,980 Closed
OMC
20
Old Mission Capital
Illinois
-$239K -16,850 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$10K -723 Closed
IA
22
IFP Advisors
Florida
-$3.88K -273 Closed
OLVIG
23
Oliver Lagore Vanvalin Investment Group
Michigan
-$2.73K -192 Closed
TAM
24
Tucker Asset Management
Colorado
-$327 -23 Closed