Simplify Short Term Treasury Futures Strategy ETF
TUA
82 hedge funds and large institutions have $351M invested in Simplify Short Term Treasury Futures Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 15 closing their positions.
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
50% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 20
17.39% more ownership
Funds ownership: 50.18% → 67.56% (+17%)
17% more funds holding
Funds holding: 70 → 82 (+12)
17% more capital invested
Capital invested by funds: $301M → $351M (+$50.2M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
37% less call options, than puts
Call options by funds: $518K | Put options by funds: $819K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFBLI
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
+$64.4M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$22M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$8.91M |
| 4 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$6.09M |
| 5 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$5.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$27.1M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$8.76M |
| 3 |
WI
WJ Interests
Sugar Land,
Texas
|
-$7.2M |
| 4 |
LFA
Longview Financial Advisors
Huntsville,
Alabama
|
-$5.97M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$4.14M |
TUA Hedge Fund Activity: Q4 2024 in Review
82 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q4 2024, worth a combined $351M — up 17% from $301M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new TUA positions and 15 closed out — a net gain of 12 holders — while 30 added to existing stakes and 20 trimmed.
The largest buyer was Southern Farm Bureau Life Insurance, opening a new position worth an estimated $64.4M. The largest seller was Hollencrest Capital Management, cutting an estimated $27.1M.
- 82 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q4 2024, up from 70 in Q3 2024.
- Funds reported $351M of Simplify Short Term Treasury Futures Strategy ETF stock for Q4 2024, up 17% quarter-over-quarter.
- 27 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q4 2024 and 15 closed out, a net change of +12 holders.
- The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q4 2024 was Southern Farm Bureau Life Insurance, an estimated $64.4M added.
- The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q4 2024 was Hollencrest Capital Management, an estimated $27.1M sold.
Based on aggregated 13F filings for Q4 2024.