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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.

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 Market Value Shares Shares
Change
Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$55.6M 3,866,164 +3,839,219 +14,248%
AWM
2
AE Wealth Management
Kansas
$11.5M 802,557 +234,954 +41%
WI
3
WJ Interests
Texas
$9.14M 636,071 -5,585 -0.9%
LAS
4
Lloyd Advisory Services
Georgia
$4.76M 331,121 +85,695 +35%
SWM
5
Stapp Wealth Management
Washington
$3.54M 246,193 +1,005 +0.4%
HBS
6
Howard Bailey Securities
Indiana
$870K 60,564 +60,564 New
GLR
7
Great Lakes Retirement
Ohio
$835K 58,105 +13,907 +31%
ECA
8
Elevated Capital Advisors
Utah
$802K 55,835 +24,079 +76%
AWA
9
Authentikos Wealth Advisory
California
$385K 26,789 +26,789 New
HH
10
Hilltop Holdings
Texas
$351K 24,404 +88 +0.4%
Citadel Advisors
11
Citadel Advisors
Florida
$332K 23,123 -25,950 -53%
PFA
12
Professional Financial Advisors
Nebraska
$261K 18,157 +11 +0.1%
RI
13
Rinkey Investments
California
$259K 18,000 +18,000 New
TWM
14
TCFG Wealth Management
California
$234K 16,300 +16,300 New
BCM
15
Brookstone Capital Management
Illinois
$234K 16,258 +16,258 New
Jane Street
16
Jane Street
New York
$227K 15,803 -52,835 -77%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$216K 15,000 +15,000 New
HCA
18
Harbour Capital Advisors
Virginia
$161K 11,865 +11,865 New
CAG
19
Csenge Advisory Group
Florida
$156K 11,434 +11,434 New
UBS Group
20
UBS Group
Switzerland
$49.8K 3,465 +3,242 +1,454%
PS
21
Principal Securities
Iowa
$20.5K 1,425 +1,425 New
OIA
22
Optimum Investment Advisors
Illinois
$14.4K 1,000 +1,000 New
IA
23
IFP Advisors
Florida
$13.8K 958 +958 New
PA
24
Pineridge Advisors
Missouri
$10K 698 +51 +8%
Osaic Holdings
25
Osaic Holdings
Arizona
$10K 697