Simplify Short Term Treasury Futures Strategy ETF

TUA

Market cap $643M

Overview Fund Activity

22.10 USD

-0.04

0.18%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.18%

5 days

-0.63%

1 month

1.01%

3 months

1.61%

6 months

1.42%

Year to date

4.05%

1 year

-4.66%

5 years

-11.71%

10 years

-11.71%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 88 [Q1] → 90 (+2) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 9 [Q1] → 9 (+0) [Q2]

0.42% less ownership

Funds ownership: 60.47% [Q1] → 60.05% (-0.42%) [Q2]

3% less capital invested

Capital invested by funds: $413M [Q1] → $400M (-$12.6M) [Q2]

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

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Financial journalist opinion

TUA: The Tao Of T-Bonds

TUA offers duration exposure in the T-bond market. The ETF has done well this year, as markets still price in more rate cuts in the next couple of years. The Fed may not meet the current market outlook on rate cuts if inflation or economic weakness don't materialize.

TUA: The Tao Of T-Bonds

TUA: Reiterate Buy On Slowing Economy

The Simplify Short Term Treasury Futures Strategy ETF offers a levered bet on 2-year treasury futures. Weaker economic growth, driven by Trump's policies, has led to lower short-term yields, as investors anticipate dovish Fed policies. Should the economy fall into recession, I expect the Fed to cut interest rates aggressively, which should boost the value of TUA. TUA is a positive-carry hedge against the economy.

TUA: Reiterate Buy On Slowing Economy

Simplify Provides Estimated Capital Gain Distribution Information for 2024

NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.

Simplify Provides Estimated Capital Gain Distribution Information for 2024

TUA: Favorable Reward To Risk (Upgrade)

The Simplify Short-Term Treasury Futures Strategy ETF offers a levered bet on 2-year treasury futures. Market expectations for aggressive Fed rate cuts have shifted to a more hawkish stance due to stalled inflation improvements and a stronger-than-expected economy. Despite potential inflationary fiscal policies from President Trump, the Fed is unlikely to raise rates, aligning with political pressures and historical precedents.

TUA: Favorable Reward To Risk (Upgrade)

New Simplify Bond ETF Uses Muni Income Strategy

On Tuesday, Simplify Asset Management unveiled the next addition to its bond ETF library: the Simplify National Muni Bond ETF (NMB). Primarily, NMB seeks to provide income for its investors, and has a net expense ratio of 0.52%.

New Simplify Bond ETF Uses Muni Income Strategy

Still A Great Opportunity To Invest In TUA

The Federal Reserve left rates on hold at the July 31st meeting, and they have now been on hold for over a year. TUA ETF has about 5 times exposure to the 2-year U.S. Treasury Note, giving it a duration of about 8 to 9 years. The 2-year part of the yield curve will benefit the most when the Fed starts to ease monetary policy, and TUA is a good option to express this idea.

Still A Great Opportunity To Invest In TUA

TUA: Positive Yielding Hedge Against Economic Downturn

The Simplify Short-Term Treasury Futures Strategy ETF is a levered bet on lower short-term interest rates. In recent weeks, investor sentiment has once again swung in the direction of imminent rate cuts, boosting TUA's valuation. However, I believe the Fed may be more patient than pundits, as they may not want to repeat last year's mistake of loosening monetary policy prematurely.

TUA: Positive Yielding Hedge Against Economic Downturn

TUA: When Facts Change (Rating Downgrade)

The Simplify Short-Term Treasury Futures Strategy ETF is a levered bet on lower short-term interest rates. The TUA ETF may face headwinds as the American economy appears stronger than expected, potentially delaying or reducing interest rate cuts by the Federal Reserve. Since 2-year yields are closely tied to the Fed's monetary policies, if the Fed cuts less than 3 times, then 2-year yields may rise, pressuring the TUA ETF.

TUA: Higher For Longer Redux?

The TUA ETF is a leveraged bet on declining short-term interest rates. Expectations for the first rate cut have been pushed back, resulting in an increase in 2-year yields and losses for the TUA ETF. Despite the recent losses, investors should not bail on the TUA ETF as current 2-year yields now are consistent with the Fed's projections.

TUA: Treasury Futures ETF, 4.9% Yield, Positive Prospects

I covered TUA last April and a reader has asked for an update since interest rates are expected to decrease in 2024. TUA invests in short-term treasury futures. It aims for similar risk to medium-term treasuries, but with higher yields and returns. Although the fund has failed to live up to its potential in the past, the future looks rosier.

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