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Simplify Intermediate Term Treasury Futures Strategy ETF

21 hedge funds and large institutions have $27M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WI
1
WJ Interests
Texas
$8.31M 641,656 -15,107 -2%
AWM
2
AE Wealth Management
Kansas
$7.35M 567,603 +101,900 +22%
LAS
3
Lloyd Advisory Services
Georgia
$3.18M 245,426 -391,902 -61%
SWM
4
Stapp Wealth Management
Washington
$3.18M 245,188 +20,576 +9%
Jane Street
5
Jane Street
New York
$889K 68,638 -156,616 -70%
BWM
6
BlackDiamond Wealth Management
New York
$787K 56,268 -29,264 -34%
Citadel Advisors
7
Citadel Advisors
Florida
$635K 49,073 +12,954 +36%
OMC
8
Old Mission Capital
Illinois
$573K 44,232 +44,232 New
GLR
9
Great Lakes Retirement
Ohio
$572K 44,198 -967 -2%
ECA
10
Elevated Capital Advisors
Utah
$411K 31,756 +31,756 New
SAM
11
Simplify Asset Management
Nevada
$349K 26,945 -10,303 -28%
HH
12
Hilltop Holdings
Texas
$315K 24,316 +24,316 New
PFA
13
Professional Financial Advisors
Nebraska
$235K 18,146 +423 +2%
OAS
14
Optivise Advisory Services
Tennessee
$174K 13,425 +13,425 New
Osaic Holdings
15
Osaic Holdings
Arizona
$9.03K 697
PA
16
Pineridge Advisors
Missouri
$8.38K 647 +86 +15%
CAS
17
Coppell Advisory Solutions
Texas
$8.3K 641 +641 New
UBS Group
18
UBS Group
Switzerland
$2.89K 223 -188 -46%
RWPA
19
Richard W. Paul & Associates
Michigan
$711 55 +1 +2%
Morgan Stanley
20
Morgan Stanley
New York
$21 1 -1 -50%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
-51,219 Closed
AWA
22
Authentikos Wealth Advisory
California
-14,906 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$0 27 +27 New