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Simplify Short Term Treasury Futures Strategy ETF

82 hedge funds and large institutions have $559M invested in Simplify Short Term Treasury Futures Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $979K | Put options by funds: $483K

24% more capital invested

Capital invested by funds: $452M → $559M (+$107M)

6.63% more ownership

Funds ownership: 67.96%74.59% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

7% less funds holding

Funds holding: 8882 (-6)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
82
Holders Change
-6
Holders Change %
-6.82%
% of All Funds
1.01%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
13
Increased
30
Reduced
31
Closed
19
Calls
$979K
Puts
$483K
Net Calls
+$496K
Net Calls Change
-$277K
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
51
MGO Private Wealth
California
$464K +$476K +22,004 New
FFA
52
Farther Finance Advisors
California
$441K -$336K -15,537 -43%
AIM
53
Anchor Investment Management
South Carolina
$419K
CP
54
Cumberland Partners
Ontario, Canada
$404K -$5.34M -246,627 -93%
EWM
55
Evolution Wealth Management
Florida
$382K -$18.8K -871 -5%
Osaic Holdings
56
Osaic Holdings
Arizona
$339K +$143K +6,616 +70%
CA
57
CWC Advisors
Oregon
$309K -$33K -1,526 -9%
KAS
58
KPP Advisory Services
Kentucky
$288K +$295K +13,636 New
FA
59
FSA Advisors
Michigan
$283K +$26.6K +1,229 +10%
WG
60
Welch Group
Alabama
$269K +$276K +12,758 New
FWM
61
FSR Wealth Management
Illinois
$249K +$10.9K +506 +4%
LFA
62
Longview Financial Advisors
Alabama
$217K +$173 +8 +0.1%
CF
63
Clarity Financial
Texas
$212K -$70.3K -3,250 -24%
Group One Trading
64
Group One Trading
Illinois
$191K +$65.3K +3,017 +50%
NA
65
Networth Advisors
Pennsylvania
$185K -$23.8K -1,101 -11%
Q1WB
66
Quest 10 Wealth Builders
Virginia
$167K -$1.17K -54 -0.7%
Simplex Trading
67
Simplex Trading
Illinois
$127K +$131K +6,041 New
S
68
SignatureFD
Georgia
$98K +$100K +4,644 New
KCM
69
Key Capital Management
Tennessee
$78.7K +$11.1K +514 +16%
IA
70
IFP Advisors
Florida
$68.9K -$58.6K -2,707 -45%
CT
71
Colonial Trust
South Carolina
$42.2K
US Bancorp
72
US Bancorp
Minnesota
$19K
PTC
73
Private Trust Company
Ohio
$17.3K
GWM
74
Geneos Wealth Management
Colorado
$16.6K +$87 +4 +0.5%
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$13.4K

TUA Hedge Fund Activity: Q1 2026 in Review

82 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q1 2026, worth a combined $559M — up 24% from $452M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TUA and 13 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 30 added.

The largest buyer was Simplify Asset Management, opening a new position worth an estimated $120M. The largest seller was Private Advisor Group, exiting entirely with an estimated $19.1M sold.

  • 82 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q1 2026, down from 88 in Q4 2025.
  • Funds reported $559M of Simplify Short Term Treasury Futures Strategy ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 13 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q1 2026 and 19 closed out, a net change of -6 holders.
  • The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q1 2026 was Simplify Asset Management, an estimated $120M added.
  • The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q1 2026 was Private Advisor Group, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2026.