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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.

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.47%
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 Market Value Shares Shares
Change
Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$47.2M 3,843,182 -22,982 -0.6%
AWM
2
AE Wealth Management
Kansas
$12.5M 1,017,452 +214,895 +27%
LAS
3
Lloyd Advisory Services
Georgia
$4.32M 351,733 +20,612 +6%
SWM
4
Stapp Wealth Management
Washington
$3.22M 262,741 +16,548 +7%
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$2.92M 237,879 +237,879 New
BOSSRA
6
B.O.S.S. Retirement Advisors
Utah
$1.72M 140,121 +140,121 New
HBS
7
Howard Bailey Securities
Indiana
$917K 74,721 +14,157 +23%
ECA
8
Elevated Capital Advisors
Utah
$817K 66,530 +10,695 +19%
GLR
9
Great Lakes Retirement
Ohio
$772K 62,876 +4,771 +8%
AWA
10
Authentikos Wealth Advisory
California
$571K 46,543 +19,754 +74%
XPN
11
XY Planning Network
Montana
$256K 20,823 +20,823 New
PFA
12
Professional Financial Advisors
Nebraska
$240K 19,544 +1,387 +8%
RI
13
Rinkey Investments
California
$221K 18,000
LI
14
LifeWealth Investments
Florida
$214K 17,413 +17,413 New
SW
15
SMART Wealth
Nebraska
$181K 14,750 +14,750 New
Jane Street
16
Jane Street
New York
$173K 14,063 -1,740 -11%
HCA
17
Harbour Capital Advisors
Virginia
$147K 12,040 +175 +1%
CAG
18
Csenge Advisory Group
Florida
$146K 11,859 +425 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$140K 11,400 -3,600 -24%
SPWM
20
Straight Path Wealth Management
Michigan
$133K 10,800 +10,800 New
CAWM
21
Capital A Wealth Management
Pennsylvania
$34.9K 2,842 +2,842 New
T
22
Transce3nd
Texas
$34.4K 2,804 +2,804 New
PS
23
Principal Securities
Iowa
$17.5K 1,425
Osaic Holdings
24
Osaic Holdings
Arizona
$13.8K 1,121 +424 +61%
IA
25
IFP Advisors
Florida
$12.8K 1,045 +87 +9%