Simplify Short Term Treasury Futures Strategy ETF
TUA
76 hedge funds and large institutions have $344M invested in Simplify Short Term Treasury Futures Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 17 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
5% more capital invested
Capital invested by funds: $327M → $344M (+$16.2M)
5% less funds holding
Funds holding: 80 → 76 (-4)
7.27% less ownership
Funds ownership: 71.3% → 64.03% (-7.3%)
18% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 17
93% less call options, than puts
Call options by funds: $190K | Put options by funds: $2.64M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$26.9M |
| 2 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
+$22.9M |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$10.9M |
| 4 |
ACM
Andina Capital Management
Lehi,
Utah
|
+$8.3M |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$7.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$13.9M |
| 2 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$13.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$12.3M |
| 4 |
HIG
Herr Investment Group
Austin,
Texas
|
-$11.7M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$11.5M |
TUA Hedge Fund Activity: Q2 2024 in Review
76 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q2 2024, worth a combined $344M — up 5% from $327M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of TUA and 14 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 35 added.
The largest buyer was Ferguson Shapiro, adding an estimated $26.9M. The largest seller was Goldman Sachs, exiting entirely with an estimated $13.9M sold.
- 76 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q2 2024, down from 80 in Q1 2024.
- Funds reported $344M of Simplify Short Term Treasury Futures Strategy ETF stock for Q2 2024, up 5% quarter-over-quarter.
- 14 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q2 2024 and 17 closed out, a net change of -3 holders.
- The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q2 2024 was Ferguson Shapiro, an estimated $26.9M added.
- The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q2 2024 was Goldman Sachs, an estimated $13.9M sold.
Based on aggregated 13F filings for Q2 2024.