Simplify Tail Risk Strategy ETF
CYA was delisted on the 7th of March, 2024.
12 hedge funds and large institutions have $3.63M invested in Simplify Tail Risk Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 5 closing their positions.
14% less funds holding
Funds holding: 14 → 12 (-2)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
54% less capital invested
Capital invested by funds: $7.91M → $3.63M (-$4.29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$679K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$96.1K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$76.5K |
| 4 |
GA
GFS Advisors
Houston,
Texas
|
+$63.7K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$53.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.73M |
| 2 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$282K |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$207K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$197K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$94.1K |
CYA Hedge Fund Activity: Q3 2023 in Review
12 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Simplify Tail Risk Strategy ETF (CYA) for Q3 2023, worth a combined $3.63M — down 54% from $7.91M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CYA and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 3 added.
The largest buyer was WealthSource Partners, adding an estimated $679K. The largest seller was AE Wealth Management, cutting an estimated $3.73M.
- 12 institutional investors held Simplify Tail Risk Strategy ETF (CYA) as of Q3 2023, down from 14 in Q2 2023.
- Funds reported $3.63M of Simplify Tail Risk Strategy ETF stock for Q3 2023, down 54% quarter-over-quarter.
- 3 funds opened new Simplify Tail Risk Strategy ETF positions in Q3 2023 and 5 closed out, a net change of -2 holders.
- The largest Simplify Tail Risk Strategy ETF buyer in Q3 2023 was WealthSource Partners, an estimated $679K added.
- The largest Simplify Tail Risk Strategy ETF seller in Q3 2023 was AE Wealth Management, an estimated $3.73M sold.
Based on aggregated 13F filings for Q3 2023.