Simplify Short Term Treasury Futures Strategy ETF
TUA
33 hedge funds and large institutions have $443M invested in Simplify Short Term Treasury Futures Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.
624% more capital invested
Capital invested by funds: $61.3M → $443M (+$382M)
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
74% more funds holding
Funds holding: 19 → 33 (+14)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
21.12% more ownership
Funds ownership: 63.32% → 84.43% (+21%)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$351M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$21M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$15.4M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.4M |
| 5 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$9.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$8.19M |
| 2 |
Jane Street
New York
|
-$3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.85M |
| 4 |
BWM
BlackDiamond Wealth Management
New York
|
-$1.82M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
National Bank of Canada
Montreal,
Quebec, Canada
| $114K | – | – | – |
|
|
RIA
27
Realta Investment Advisors
Wilmington,
Delaware
| $79.5K | +$86.1K | +3,505 | New |
|
28
Morgan Stanley
New York
| $38.9K | +$42.1K | +1,715 | New |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $34K | +$36.9K | +1,505 | New |
|
|
OLVIG
30
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $14.5K | +$15.7K | +639 | New |
|
|
PA
31
Parallel Advisors
San Francisco,
California
| $2.9K | -$10.7K | -437 | -77% |
|
|
IPW
32
Impact Partnership Wealth
Marietta,
Georgia
| $1.54K | +$1.67K | +68 | New |
|
|
RWPA
33
Richard W. Paul & Associates
Novi,
Michigan
| $160 | +$172 | +7 | New |
|
|
TWM
34
TMD Wealth Management
Scottsdale,
Arizona
| – | -$8.19M | -322,628 | Closed |
|
35
Citadel Advisors
Miami,
Florida
| – | -$913K | -35,987 | Closed |
|
|
SAF
36
Smith Anglin Financial
Dallas,
Texas
| – | -$293K | -11,546 | Closed |
|
TUA Hedge Fund Activity: Q2 2023 in Review
33 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q2 2023, worth a combined $443M — up 624% from $61.3M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new TUA positions and 3 closed out — a net gain of 14 holders — while 5 added to existing stakes and 9 trimmed.
The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $351M. The largest seller was TMD Wealth Management, exiting entirely with an estimated $8.19M sold.
- 33 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q2 2023, up from 19 in Q1 2023.
- Funds reported $443M of Simplify Short Term Treasury Futures Strategy ETF stock for Q2 2023, up 624% quarter-over-quarter.
- 17 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q2 2023 and 3 closed out, a net change of +14 holders.
- The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q2 2023 was Municipal Employees' Retirement System of Michigan, an estimated $351M added.
- The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q2 2023 was TMD Wealth Management, an estimated $8.19M sold.
Based on aggregated 13F filings for Q2 2023.