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Simplify Intermediate Term Treasury Futures Strategy ETF

30 hedge funds and large institutions have $90M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

233% more capital invested

Capital invested by funds: $27M → $90M (+$63M)

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more funds holding

Funds holding: 2130 (+9)

7.02% more ownership

Funds ownership: 59.75%66.77% (+7%)

Holders
30
Holders Change
+9
Holders Change %
+42.86%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
11
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$55.6M +$53.8M +3,839,219 +14,248%
AWM
2
AE Wealth Management
Kansas
$11.5M +$3.29M +234,954 +41%
WI
3
WJ Interests
Texas
$9.14M -$78.3K -5,585 -0.9%
LAS
4
Lloyd Advisory Services
Georgia
$4.76M +$1.2M +85,695 +35%
SWM
5
Stapp Wealth Management
Washington
$3.54M +$14.1K +1,005 +0.4%
HBS
6
Howard Bailey Securities
Indiana
$870K +$849K +60,564 New
GLR
7
Great Lakes Retirement
Ohio
$835K +$195K +13,907 +31%
ECA
8
Elevated Capital Advisors
Utah
$802K +$338K +24,079 +76%
AWA
9
Authentikos Wealth Advisory
California
$385K +$376K +26,789 New
HH
10
Hilltop Holdings
Texas
$351K +$1.23K +88 +0.4%
Citadel Advisors
11
Citadel Advisors
Florida
$332K -$364K -25,950 -53%
PFA
12
Professional Financial Advisors
Nebraska
$261K +$154 +11 +0.1%
RI
13
Rinkey Investments
California
$259K +$252K +18,000 New
TWM
14
TCFG Wealth Management
California
$234K +$228K +16,300 New
BCM
15
Brookstone Capital Management
Illinois
$234K +$228K +16,258 New
Jane Street
16
Jane Street
New York
$227K -$741K -52,835 -77%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$216K +$210K +15,000 New
HCA
18
Harbour Capital Advisors
Virginia
$161K +$166K +11,865 New
CAG
19
Csenge Advisory Group
Florida
$156K +$160K +11,434 New
UBS Group
20
UBS Group
Switzerland
$49.8K +$45.4K +3,242 +1,454%
PS
21
Principal Securities
Iowa
$20.5K +$20K +1,425 New
OIA
22
Optimum Investment Advisors
Illinois
$14.4K +$14K +1,000 New
IA
23
IFP Advisors
Florida
$13.8K +$13.4K +958 New
PA
24
Pineridge Advisors
Missouri
$10K +$715 +51 +8%
Osaic Holdings
25
Osaic Holdings
Arizona
$10K