Simplify Short Term Treasury Futures Strategy ETF
TUA
80 hedge funds and large institutions have $327M invested in Simplify Short Term Treasury Futures Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 21 closing their positions.
3% more funds holding
Funds holding: 78 → 80 (+2)
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
23% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 30
32.3% less ownership
Funds ownership: 103.59% → 71.3% (-32%)
50% less capital invested
Capital invested by funds: $660M → $327M (-$332M)
75% less call options, than puts
Call options by funds: $1.34M | Put options by funds: $5.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$29.8M |
| 2 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$19.2M |
| 3 |
Goldman Sachs
New York
|
+$14.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$13.3M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$356M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$36.5M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$6.65M |
| 4 |
HIG
Herr Investment Group
Austin,
Texas
|
-$4.68M |
| 5 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
-$3.73M |
TUA Hedge Fund Activity: Q1 2024 in Review
80 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q1 2024, worth a combined $327M — down 50% from $660M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new TUA positions and 21 closed out — a net gain of 2 holders — while 23 added to existing stakes and 30 trimmed.
The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $29.8M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $356M.
- 80 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q1 2024, up from 78 in Q4 2023.
- Funds reported $327M of Simplify Short Term Treasury Futures Strategy ETF stock for Q1 2024, down 50% quarter-over-quarter.
- 23 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q1 2024 and 21 closed out, a net change of +2 holders.
- The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q1 2024 was Financial Enhancement Group, an estimated $29.8M added.
- The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q1 2024 was Municipal Employees' Retirement System of Michigan, an estimated $356M sold.
Based on aggregated 13F filings for Q1 2024.