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Simplify Intermediate Term Treasury Futures Strategy ETF

35 hedge funds and large institutions have $76.9M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

17% more funds holding

Funds holding: 3035 (+5)

5.7% more ownership

Funds ownership: 66.77%72.46% (+5.7%)

14% less capital invested

Capital invested by funds: $90M → $76.9M (-$13M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
13
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$47.2M -$300K -22,982 -0.6%
AWM
2
AE Wealth Management
Kansas
$12.5M +$2.8M +214,895 +27%
LAS
3
Lloyd Advisory Services
Georgia
$4.32M +$269K +20,612 +6%
SWM
4
Stapp Wealth Management
Washington
$3.22M +$216K +16,548 +7%
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$2.92M +$3.1M +237,879 New
BOSSRA
6
B.O.S.S. Retirement Advisors
Utah
$1.72M +$1.83M +140,121 New
HBS
7
Howard Bailey Securities
Indiana
$917K +$185K +14,157 +23%
ECA
8
Elevated Capital Advisors
Utah
$817K +$139K +10,695 +19%
GLR
9
Great Lakes Retirement
Ohio
$772K +$62.2K +4,771 +8%
AWA
10
Authentikos Wealth Advisory
California
$571K +$258K +19,754 +74%
XPN
11
XY Planning Network
Montana
$256K +$272K +20,823 New
PFA
12
Professional Financial Advisors
Nebraska
$240K +$18.1K +1,387 +8%
RI
13
Rinkey Investments
California
$221K
LI
14
LifeWealth Investments
Florida
$214K +$227K +17,413 New
SW
15
SMART Wealth
Nebraska
$181K +$192K +14,750 New
Jane Street
16
Jane Street
New York
$173K -$22.7K -1,740 -11%
HCA
17
Harbour Capital Advisors
Virginia
$147K +$2.28K +175 +1%
CAG
18
Csenge Advisory Group
Florida
$146K +$5.54K +425 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$140K -$46.9K -3,600 -24%
SPWM
20
Straight Path Wealth Management
Michigan
$133K +$141K +10,800 New
CAWM
21
Capital A Wealth Management
Pennsylvania
$34.9K +$37.1K +2,842 New
T
22
Transce3nd
Texas
$34.4K +$36.6K +2,804 New
PS
23
Principal Securities
Iowa
$17.5K
Osaic Holdings
24
Osaic Holdings
Arizona
$13.8K +$5.53K +424 +61%
IA
25
IFP Advisors
Florida
$12.8K +$1.13K +87 +9%