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Simplify Short Term Treasury Futures Strategy ETF
TUA

70 hedge funds and large institutions have $301M invested in Simplify Short Term Treasury Futures Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

8% less funds holding

Funds holding: 76 → 70 (-6)

12% less capital invested

Capital invested by funds: $344M → $301M (-$42.6M)

13% less call options, than puts

Call options by funds: $687K | Put options by funds: $786K

13.85% less ownership

Funds ownership: 64.03% → 50.18% (-14%)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.01%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
17
Increased
30
Reduced
16
Closed
23
Calls
$687K
Puts
$786K
Net Calls
-$99K
Net Calls Change
+$2.35M

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$9.33M
2
AWM
AE Wealth Management
Kansas
+$8.39M
3
LPL Financial
LPL Financial
California
+$4.71M
4
GIA
Gladstone Institutional Advisory
Florida
+$4.46M
5
PCS
Private Client Services
Kentucky
+$3.92M

Top Sellers

Rank Fund Capital Flow
1
FEG
Financial Enhancement Group
Indiana
-$30.1M
2
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
-$9.32M
3
Jane Street
Jane Street
New York
-$8.71M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$8.05M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$7.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBS
26
Howard Bailey Securities
Indiana
$2.28M +$2.23M +98,983 New
ECA
27
Elevated Capital Advisors
Utah
$2.14M +$1.11M +49,289 +112%
GLR
28
Great Lakes Retirement
Ohio
$2.03M +$140K +6,236 +8%
PS
29
Principal Securities
Iowa
$1.8M +$127K +5,628 +8%
Mariner
30
Mariner
Kansas
$1.73M +$1.69M +75,178 New
AWA
31
Authentikos Wealth Advisory
California
$1.38M +$1.35M +60,201 New
TF
32
Trek Financial
Arizona
$1.21M +$573K +25,460 +93%
BWM
33
BlackDiamond Wealth Management
New York
$1.18M +$1.24M +55,216 New
ACM
34
Andina Capital Management
Utah
$1.15M -$7.64M -339,276 -87%
CA
35
Cambridge Advisors
Nebraska
$774K +$78.6K +3,492 +12%
MOS
36
MGO One Seven
Ohio
$774K +$757K +33,653 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$769K +$753K +33,458 New
PA
38
PFG Advisors
Arizona
$752K +$736K +32,718 New
Jane Street
39
Jane Street
New York
$750K -$8.71M -387,205 -92%
FA
40
FDx Advisors
Illinois
$693K -$236K -10,497 -26%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$602K +$589K +26,166 New
BOSSRA
42
B.O.S.S. Retirement Advisors
Utah
$519K +$258K +11,445 +103%
SAS
43
Sage Advisory Services
Texas
$472K – – –
AIM
44
Anchor Investment Management
South Carolina
$451K +$51.9K +2,305 +13%
KPWS
45
Kestra Private Wealth Services
Texas
$444K +$435K +19,333 New
SPWM
46
Straight Path Wealth Management
Michigan
$407K – – –
GM
47
GeoWealth Management
Illinois
$404K +$56.9K +2,530 +17%
CAG
48
Csenge Advisory Group
Florida
$400K +$104K +4,628 +35%
PFA
49
Professional Financial Advisors
Nebraska
$382K +$23.4K +1,038 +7%
SW
50
SMART Wealth
Nebraska
$361K +$353K +15,693 New
1
2
3 4

TUA Hedge Fund Activity: Q3 2024 in Review

70 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q3 2024, worth a combined $301M — down 12% from $344M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TUA and 17 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 30 added.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.33M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $30.1M sold.

  • 70 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q3 2024, down from 76 in Q2 2024.
  • Funds reported $301M of Simplify Short Term Treasury Futures Strategy ETF stock for Q3 2024, down 12% quarter-over-quarter.
  • 17 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q3 2024 and 23 closed out, a net change of -6 holders.
  • The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q3 2024 was Private Advisor Group, an estimated $9.33M added.
  • The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q3 2024 was Financial Enhancement Group, an estimated $30.1M sold.

Based on aggregated 13F filings for Q3 2024.