Simplify Short Term Treasury Futures Strategy ETF
TUA
36 hedge funds and large institutions have $497M invested in Simplify Short Term Treasury Futures Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
12% more capital invested
Capital invested by funds: $443M → $497M (+$53.8M)
9% more funds holding
Funds holding: 33 → 36 (+3)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.77% less ownership
Funds ownership: 84.43% → 82.67% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$50M |
| 2 |
Jane Street
New York
|
+$7.72M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$6.66M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
+$4.13M |
| 5 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$7.94M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$1.65M |
| 3 |
JP Morgan Chase
New York
|
-$737K |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
-$652K |
| 5 |
HIG
Herr Investment Group
Austin,
Texas
|
-$574K |
TUA Hedge Fund Activity: Q3 2023 in Review
36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q3 2023, worth a combined $497M — up 12% from $443M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TUA positions and 7 closed out — a net gain of 3 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $50M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $7.94M sold.
- 36 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q3 2023, up from 33 in Q2 2023.
- Funds reported $497M of Simplify Short Term Treasury Futures Strategy ETF stock for Q3 2023, up 12% quarter-over-quarter.
- 10 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q3 2023 and 7 closed out, a net change of +3 holders.
- The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q3 2023 was Municipal Employees' Retirement System of Michigan, an estimated $50M added.
- The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q3 2023 was NewEdge Advisors, an estimated $7.94M sold.
Based on aggregated 13F filings for Q3 2023.