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Simplify Short Term Treasury Futures Strategy ETF
TUA

93 hedge funds and large institutions have $405M invested in Simplify Short Term Treasury Futures Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

6% more funds holding

Funds holding: 88 → 93 (+5)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0.21% less ownership

Funds ownership: 60.99% → 60.78% (-0.21%)

3% less capital invested

Capital invested by funds: $416M → $405M (-$11.3M)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.22%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
20
Increased
32
Reduced
36
Closed
15
Calls
$2.17M
Puts
–
Net Calls
+$2.17M
Net Calls Change
+$1.51M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$13.3M
2
FS
Ferguson Shapiro
Georgia
+$13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.1M
4
FCM
Fourpath Capital Management
Oklahoma
+$5.43M
5
Jane Street
Jane Street
New York
+$4.21M

Top Sellers

Rank Fund Capital Flow
1
HCM
Hollencrest Capital Management
California
-$20.1M
2
TF
Trek Financial
Arizona
-$18.2M
3
AWM
Aprio Wealth Management
Georgia
-$12.9M
4
FGA
Fortis Group Advisors
New Jersey
-$5.37M
5
MPW
Magnolia Private Wealth
Pennsylvania
-$3.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
26
Pekin Hardy Strauss
Illinois
$2.89M +$854K +38,995 +42%
ECA
27
Elevated Capital Advisors
Utah
$2.83M – – –
HH
28
Hilltop Holdings
Texas
$2.35M -$139K -6,332 -6%
PS
29
Principal Securities
Iowa
$1.87M +$1.27M +57,799 +213%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.77M -$179K -8,173 -9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.75M +$819K +37,367 +88%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.75M -$43.1K -1,969 -2%
OMC
33
Old Mission Capital
Illinois
$1.66M +$1.65M +75,385 New
GM
34
GeoWealth Management
Illinois
$1.33M +$150K +6,863 +13%
KPWS
35
Kestra Private Wealth Services
Texas
$1.27M +$597K +27,265 +90%
IWM
36
IHT Wealth Management
Illinois
$1.21M +$41.5K +1,895 +4%
WWM
37
Whalen Wealth Management
Nevada
$1.15M +$1.15M +52,336 New
WA
38
WESPAC Advisors
California
$1.15M +$1.15M +52,279 New
BAM
39
Belpointe Asset Management
Nevada
$1.13M -$1.77M -80,654 -61%
Group One Trading
40
Group One Trading
Illinois
$1.04M +$618K +28,196 +147%
CAG
41
Csenge Advisory Group
Florida
$931K +$91.9K +4,196 +11%
FFA
42
Farther Finance Advisors
California
$861K +$550K +25,118 +180%
FM
43
Family Management
New York
$733K +$729K +33,259 New
AFP
44
Ausdal Financial Partners
Iowa
$719K -$4.49K -205 -0.6%
4A
45
4Wealth Advisors
Illinois
$686K +$682K +31,134 New
CA
46
Cambridge Advisors
Nebraska
$674K +$4.08K +186 +0.6%
SPWM
47
Straight Path Wealth Management
Michigan
$652K +$37.2K +1,700 +6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$604K -$1.16M -53,121 -66%
SW
49
SMART Wealth
Nebraska
$598K -$8.11K -370 -1%
KFG
50
Kingdom Financial Group
Arizona
$583K -$90.2K -4,119 -13%
1
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TUA Hedge Fund Activity: Q2 2025 in Review

93 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q2 2025, worth a combined $405M — down 2.7% from $416M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TUA positions and 15 closed out — a net gain of 5 holders — while 32 added to existing stakes and 36 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $13.3M. The largest seller was Hollencrest Capital Management, cutting an estimated $20.1M.

  • 93 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $405M of Simplify Short Term Treasury Futures Strategy ETF stock for Q2 2025, down 2.7% quarter-over-quarter.
  • 20 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q2 2025 and 15 closed out, a net change of +5 holders.
  • The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q2 2025 was Citadel Advisors, an estimated $13.3M added.
  • The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q2 2025 was Hollencrest Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2025.