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CYA

Simplify Tail Risk Strategy ETF

Delisted

CYA was delisted on the 7th of March, 2024.

16 hedge funds and large institutions have $1.09M invested in Simplify Tail Risk Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

33% more funds holding

Funds holding: 1216 (+4)

70% less capital invested

Capital invested by funds: $3.63M → $1.09M (-$2.53M)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
3
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$711K +$6.54M +175,000 New
RIA
2
Regal Investment Advisors
Michigan
$206K +$1.89M +50,660 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$65K +$142K +3,812 +31%
WP
4
WealthSource Partners
California
$33.9K -$56K -1,498 -15%
SWA
5
Strata Wealth Advisors
Texas
$27.1K +$250K +6,676 New
AWM
6
AE Wealth Management
Kansas
$10.3K +$225K +6,032 +727%
TSS
7
Two Sigma Securities
New York
$9.24K +$85K +2,275 New
AAS
8
Avantax Advisory Services
Texas
$6.03K +$21.7K +580 +64%
UBS Group
9
UBS Group
Switzerland
$4.81K +$44.3K +1,185 New
MAWAG
10
Mid-American Wealth Advisory Group
Missouri
$4.59K +$42.3K +1,131 New
CC
11
Cannell & Co
New York
$4.26K
IWC
12
Integrated Wealth Concepts
Massachusetts
$4.21K -$130K -3,483 -77%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$4.08K +$37.5K +1,003 New
SSW
14
Smith Shellnut Wilson
Mississippi
$2.24K +$20.6K +552 New
PA
15
Parallel Advisors
California
$406 +$3.74K +100 New
TAM
16
Tucker Asset Management
Colorado
$20 +$187 +5 New
Morgan Stanley
17
Morgan Stanley
New York
$2
GA
18
GFS Advisors
Texas
-$421K -3,975 Closed
AWM
19
Austin Wealth Management
Texas
-$28.1K -2,266 Closed
AWA
20
Arete Wealth Advisors
Illinois
-$53K -500 Closed
Osaic Holdings
21
Osaic Holdings
Arizona
-$8.01K -76 Closed
LF
22
Lee Financial
Texas
-$6.36K -60 Closed
AWA
23
Authentikos Wealth Advisory
California
-$4.76K -45 Closed

CYA Hedge Fund Activity: Q4 2023 in Review

16 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Tail Risk Strategy ETF (CYA) for Q4 2023, worth a combined $1.09M — down 70% from $3.63M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CYA positions and 6 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Simplify Asset Management, opening a new position worth an estimated $6.54M. The largest seller was GFS Advisors, exiting entirely with an estimated $421K sold.

  • 16 institutional investors held Simplify Tail Risk Strategy ETF (CYA) as of Q4 2023, up from 12 in Q3 2023.
  • Funds reported $1.09M of Simplify Tail Risk Strategy ETF stock for Q4 2023, down 70% quarter-over-quarter.
  • 10 funds opened new Simplify Tail Risk Strategy ETF positions in Q4 2023 and 6 closed out, a net change of +4 holders.
  • The largest Simplify Tail Risk Strategy ETF buyer in Q4 2023 was Simplify Asset Management, an estimated $6.54M added.
  • The largest Simplify Tail Risk Strategy ETF seller in Q4 2023 was GFS Advisors, an estimated $421K sold.

Based on aggregated 13F filings for Q4 2023.