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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.

Holders
17
Holders Change
-7
Holders Change %
-29.17%
% of All Funds
0.25%
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 Market Value Shares Shares
Change
Shares
Change %
LAS
1
Lloyd Advisory Services
Georgia
$15.3M 637,328 +453,249 +246%
WI
2
WJ Interests
Texas
$8.77M 656,763 -43,912 -6%
AWM
3
AE Wealth Management
Kansas
$6.22M 465,703 -633,038 -58%
Jane Street
4
Jane Street
New York
$3.01M 225,254 +24,422 +12%
SWM
5
Stapp Wealth Management
Washington
$3M 224,612 +13,878 +7%
BWM
6
BlackDiamond Wealth Management
New York
$1.14M 85,532 -74 -0.1%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$696K 51,219 -5,781 -10%
GLR
8
Great Lakes Retirement
Ohio
$603K 45,165 -2,223 -5%
SAM
9
Simplify Asset Management
Nevada
$497K 37,248 -6,921 -16%
Citadel Advisors
10
Citadel Advisors
Florida
$482K 36,119 +21,285 +143%
PFA
11
Professional Financial Advisors
Nebraska
$237K 17,723 -43,609 -71%
AWA
12
Authentikos Wealth Advisory
California
$199K 14,906 +1,588 +12%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.3K 697
PA
14
Pineridge Advisors
Missouri
$7.49K 561 -62 -10%
UBS Group
15
UBS Group
Switzerland
$5.49K 411 -293 -42%
RWPA
16
Richard W. Paul & Associates
Michigan
$724 54
Morgan Stanley
17
Morgan Stanley
New York
$30 2
FTUS
18
Flow Traders U.S.
New York
-67,893 Closed
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
-54,980 Closed
OMC
20
Old Mission Capital
Illinois
-16,850 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-723 Closed
IA
22
IFP Advisors
Florida
-273 Closed
OLVIG
23
Oliver Lagore Vanvalin Investment Group
Michigan
-192 Closed
TAM
24
Tucker Asset Management
Colorado
-23 Closed
CFGS
25
Concourse Financial Group Securities
Alabama