Simplify Short Term Treasury Futures Strategy ETF
TUA
88 hedge funds and large institutions have $416M invested in Simplify Short Term Treasury Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 17 closing their positions.
2,562% more call options, than puts
Call options by funds: $692K | Put options by funds: $26K
163% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 16
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
19% more capital invested
Capital invested by funds: $351M → $416M (+$65.1M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
7% more funds holding
Funds holding: 82 → 88 (+6)
6.57% less ownership
Funds ownership: 67.56% → 60.99% (-6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
+$17.3M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$16.5M |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
+$12.7M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.47M |
| 5 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$6.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$21.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$8.03M |
| 3 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$6.53M |
| 4 |
PCS
Private Client Services
Louisville,
Kentucky
|
-$3.62M |
| 5 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$3.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
101
NewEdge Advisors
New Orleans,
Louisiana
| – | -$210K | -9,914 | Closed |
|
|
HF
102
HRT Financial
New York
| – | -$203K | -9,586 | Closed |
|
103
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$30.4K | -1,431 | Closed |
|
|
TRCT
104
Tower Research Capital (TRC)
New York
| – | -$2.12K | -100 | Closed |
|
105
Fidelity Investments
Boston,
Massachusetts
| – | -$21 | -1 | Closed |
|
TUA Hedge Fund Activity: Q1 2025 in Review
88 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q1 2025, worth a combined $416M — up 19% from $351M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new TUA positions and 17 closed out — a net gain of 6 holders — while 42 added to existing stakes and 16 trimmed.
The largest buyer was Fourpath Capital Management, opening a new position worth an estimated $17.3M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $21.2M sold.
- 88 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q1 2025, up from 82 in Q4 2024.
- Funds reported $416M of Simplify Short Term Treasury Futures Strategy ETF stock for Q1 2025, up 19% quarter-over-quarter.
- 23 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q1 2025 and 17 closed out, a net change of +6 holders.
- The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q1 2025 was Fourpath Capital Management, an estimated $17.3M added.
- The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q1 2025 was Financial Enhancement Group, an estimated $21.2M sold.
Based on aggregated 13F filings for Q1 2025.