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Simplify Short Term Treasury Futures Strategy ETF
TUA

82 hedge funds and large institutions have $559M invested in Simplify Short Term Treasury Futures Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $979K | Put options by funds: $483K

24% more capital invested

Capital invested by funds: $452M → $559M (+$107M)

6.63% more ownership

Funds ownership: 67.96% → 74.59% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

7% less funds holding

Funds holding: 88 → 82 (-6)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
82
Holders Change
-6
Holders Change %
-6.82%
% of All Funds
1.01%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
13
Increased
30
Reduced
31
Closed
19
Calls
$979K
Puts
$483K
Net Calls
+$496K
Net Calls Change
-$277K

Top Buyers

Rank Fund Capital Flow
1
SAM
Simplify Asset Management
Nevada
+$120M
2
G
GenTrust
Florida
+$62.4M
3
HighTower Advisors
HighTower Advisors
Illinois
+$5.65M
4
FEG
Financial Enhancement Group
Indiana
+$4.85M
5
AA
Ancora Advisors
Ohio
+$3.66M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$19.1M
2
FCM
Fourpath Capital Management
Oklahoma
-$19.1M
3
LAS
Lloyd Advisory Services
Georgia
-$14.1M
4
ECM
Evergreen Capital Management
Washington
-$6.27M
5
CP
Cumberland Partners
Ontario, Canada
-$5.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
BOSSRA
26
B.O.S.S. Retirement Advisors
Utah
$2.86M -$191K -8,849 -6%
GLR
27
Great Lakes Retirement
Ohio
$2.6M -$245K -11,323 -8%
GIA
28
Gladstone Institutional Advisory
Florida
$2.37M -$227K -10,469 -9%
KPWS
29
Kestra Private Wealth Services
Texas
$1.73M +$463K +21,408 +35%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.68M – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.6M +$78.1K +3,610 +5%
AWMI
32
Aegis Wealth Management (Iowa)
Iowa
$1.48M -$113K -5,215 -7%
IWM
33
IHT Wealth Management
Illinois
$1.42M +$131K +6,033 +10%
IWMO
34
Integrated Wealth Management (Ohio)
Ohio
$1.23M -$26.1K -1,205 -2%
HH
35
Hilltop Holdings
Texas
$1.21M -$1.9M -88,008 -61%
ECM
36
Evergreen Capital Management
Washington
$1.2M -$6.27M -289,826 -84%
CA
37
Centennial Advisors
Texas
$1.1M -$42.5K -1,965 -4%
CAG
38
Csenge Advisory Group
Florida
$917K -$12.9K -597 -1%
Goldman Sachs
39
Goldman Sachs
New York
$865K +$588K +27,199 +197%
BAM
40
Belpointe Asset Management
Nevada
$810K -$614K -28,371 -42%
LAS
41
Lloyd Advisory Services
Georgia
$807K -$14.1M -653,155 -94%
KFG
42
Kingdom Financial Group
Arizona
$807K -$51.6K -2,387 -6%
SW
43
SMART Wealth
Nebraska
$717K +$8.87K +410 +1%
EW
44
Evoke Wealth
California
$697K +$715K +33,045 New
HF
45
HRT Financial
New York
$687K +$705K +32,601 New
SPWM
46
Straight Path Wealth Management
Michigan
$685K +$21.6K +1,000 +3%
GRR
47
Golden Reserve Retirement
Ohio
$641K +$379K +17,508 +136%
PHS
48
Pekin Hardy Strauss
Illinois
$631K +$38.4K +1,773 +6%
EH
49
Equitable Holdings
New York
$570K +$584 +27 +0.1%
4A
50
4Wealth Advisors
Illinois
$473K -$153K -7,086 -24%
1
2
3 4 5

TUA Hedge Fund Activity: Q1 2026 in Review

82 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q1 2026, worth a combined $559M — up 24% from $452M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TUA and 13 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 30 added.

The largest buyer was Simplify Asset Management, opening a new position worth an estimated $120M. The largest seller was Private Advisor Group, exiting entirely with an estimated $19.1M sold.

  • 82 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q1 2026, down from 88 in Q4 2025.
  • Funds reported $559M of Simplify Short Term Treasury Futures Strategy ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 13 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q1 2026 and 19 closed out, a net change of -6 holders.
  • The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q1 2026 was Simplify Asset Management, an estimated $120M added.
  • The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q1 2026 was Private Advisor Group, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2026.