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Simplify Intermediate Term Treasury Futures Strategy ETF

44 hedge funds and large institutions have $112M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
7
Increased
25
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$40.8M -$12.5M -926,000 -23%
AWM
2
AE Wealth Management
Kansas
$22.9M +$1.49M +110,379 +7%
TWD
3
True Wealth Design
Ohio
$10.1M +$10.1M +745,093 New
LAS
4
Lloyd Advisory Services
Georgia
$8.59M +$858K +63,569 +11%
HCA
5
Heck Capital Advisors
Wisconsin
$4.7M +$94.6K +7,013 +2%
SWM
6
Stapp Wealth Management
Washington
$3.78M -$18K -1,331 -0.5%
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$3.68M +$246K +18,259 +7%
MPW
8
Magnolia Private Wealth
Pennsylvania
$2.95M +$1.64M +121,461 +125%
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$2.41M +$85.3K +6,325 +4%
AWA
10
Authentikos Wealth Advisory
California
$2.19M +$599K +44,427 +38%
GLR
11
Great Lakes Retirement
Ohio
$1.55M +$15.7K +1,167 +1%
HBS
12
Howard Bailey Securities
Indiana
$1.51M +$98.4K +7,294 +7%
HH
13
Hilltop Holdings
Texas
$1.43M +$6.58K +488 +0.5%
ECA
14
Elevated Capital Advisors
Utah
$883K
LI
15
LifeWealth Investments
Florida
$607K +$59.9K +4,444 +11%
Citadel Advisors
16
Citadel Advisors
Florida
$408K -$576K -42,731 -59%
KFG
17
Kingdom Financial Group
Arizona
$343K +$122K +9,068 +55%
CAG
18
Csenge Advisory Group
Florida
$335K -$25K -1,913 -7%
SW
19
SMART Wealth
Nebraska
$313K +$23.6K +1,746 +8%
GM
20
GeoWealth Management
Illinois
$305K +$30.9K +2,288 +11%
PFA
21
Professional Financial Advisors
Nebraska
$280K +$2.97K +220 +1%
RI
22
Rinkey Investments
California
$243K
OMC
23
Old Mission Capital
Illinois
$226K +$4.45K +330 +2%
NI
24
NDVR Inc
Massachusetts
$221K +$2.23K +165 +1%
BCM
25
Brookstone Capital Management
Illinois
$200K +$200K +14,861 New