Simplify Short Term Treasury Futures Strategy ETF
TUA
88 hedge funds and large institutions have $452M invested in Simplify Short Term Treasury Futures Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 14 closing their positions.
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
19% more capital invested
Capital invested by funds: $380M → $452M (+$71.2M)
7% more funds holding
Funds holding: 82 → 88 (+6)
7.32% more ownership
Funds ownership: 60.64% → 67.96% (+7.3%)
3% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$19.2M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$18.5M |
| 3 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
+$14.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.94M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
-$5.38M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$3.59M |
| 3 |
LI
LifeWealth Investments
Winter Garden,
Florida
|
-$3.51M |
| 4 |
WWM
Whalen Wealth Management
Las Vegas,
Nevada
|
-$3.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.58M |
TUA Hedge Fund Activity: Q4 2025 in Review
88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q4 2025, worth a combined $452M — up 19% from $380M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new TUA positions and 14 closed out — a net gain of 7 holders — while 30 added to existing stakes and 31 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $19.2M. The largest seller was Fourpath Capital Management, cutting an estimated $5.38M.
- 88 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q4 2025, up from 82 in Q3 2025.
- Funds reported $452M of Simplify Short Term Treasury Futures Strategy ETF stock for Q4 2025, up 19% quarter-over-quarter.
- 21 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q4 2025 and 14 closed out, a net change of +7 holders.
- The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q4 2025 was Private Advisor Group, an estimated $19.2M added.
- The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q4 2025 was Fourpath Capital Management, an estimated $5.38M sold.
Based on aggregated 13F filings for Q4 2025.