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Simplify Intermediate Term Treasury Futures Strategy ETF

43 hedge funds and large institutions have $109M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.58%
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
23
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$52.2M 3,948,182 +105,000 +3%
AWM
2
AE Wealth Management
Kansas
$21M 1,588,484 +571,032 +56%
LAS
3
Lloyd Advisory Services
Georgia
$7.58M 573,169 +221,436 +63%
HCA
4
Heck Capital Advisors
Wisconsin
$4.51M 341,039 +341,039 New
SWM
5
Stapp Wealth Management
Washington
$3.72M 281,309 +18,568 +7%
MAWAG
6
Mid-American Wealth Advisory Group
Missouri
$3.36M 254,167 +16,288 +7%
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$2.28M 172,301 +32,180 +23%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.93M 146,201 +134,801 +1,182%
AWA
9
Authentikos Wealth Advisory
California
$1.56M 117,932 +71,389 +153%
GLR
10
Great Lakes Retirement
Ohio
$1.5M 113,372 +50,496 +80%
HH
11
Hilltop Holdings
Texas
$1.4M 105,503 +105,503 New
HBS
12
Howard Bailey Securities
Indiana
$1.38M 104,563 +29,842 +40%
Citadel Advisors
13
Citadel Advisors
Florida
$966K 73,008 +73,008 New
ECA
14
Elevated Capital Advisors
Utah
$883K 66,729 +199 +0.3%
Jane Street
15
Jane Street
New York
$563K 42,534 +28,471 +202%
LI
16
LifeWealth Investments
Florida
$536K 40,545 +23,132 +133%
MPW
17
Magnolia Private Wealth
Pennsylvania
$370K 97,283 +97,283 New
CAG
18
Csenge Advisory Group
Florida
$363K 27,596 +15,737 +133%
SW
19
SMART Wealth
Nebraska
$284K 21,480 +6,730 +46%
PFA
20
Professional Financial Advisors
Nebraska
$272K 20,532 +988 +5%
GM
21
GeoWealth Management
Illinois
$269K 20,354 +20,354 New
RI
22
Rinkey Investments
California
$238K 18,000
OMC
23
Old Mission Capital
Illinois
$217K 16,430 +16,430 New
KFG
24
Kingdom Financial Group
Arizona
$217K 16,371 +16,371 New
NI
25
NDVR Inc
Massachusetts
$214K 16,186 +16,186 New