Simplify Short Term Treasury Futures Strategy ETF
TUA
19 hedge funds and large institutions have $69.1M invested in Simplify Short Term Treasury Futures Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 6 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
79% more capital invested
Capital invested by funds: $38.5M → $69.1M (+$30.6M)
36% more funds holding
Funds holding: 14 → 19 (+5)
5.05% more ownership
Funds ownership: 6.71% → 11.76% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$8.01M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$6.7M |
| 3 |
HIG
Herr Investment Group
Austin,
Texas
|
+$4.65M |
| 4 |
BWM
BlackDiamond Wealth Management
New York
|
+$4.25M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$2.7M |
| 2 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$1.98M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$232K |
| 4 |
TWD
True Wealth Design
Akron,
Ohio
|
-$49.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$26.7K |
TUA Hedge Fund Activity: Q1 2023 in Review
19 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q1 2023, worth a combined $69.1M — up 79% from $38.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new TUA positions and 6 closed out — a net gain of 5 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was TMD Wealth Management, opening a new position worth an estimated $8.01M. The largest seller was Heck Capital Advisors, exiting entirely with an estimated $2.7M sold.
- 19 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q1 2023, up from 14 in Q4 2022.
- Funds reported $69.1M of Simplify Short Term Treasury Futures Strategy ETF stock for Q1 2023, up 79% quarter-over-quarter.
- 11 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q1 2023 and 6 closed out, a net change of +5 holders.
- The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q1 2023 was TMD Wealth Management, an estimated $8.01M added.
- The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q1 2023 was Heck Capital Advisors, an estimated $2.7M sold.
Based on aggregated 13F filings for Q1 2023.