Simplify Short Term Treasury Futures Strategy ETF
TUA
70 hedge funds and large institutions have $301M invested in Simplify Short Term Treasury Futures Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 23 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 16
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
8% less funds holding
Funds holding: 76 → 70 (-6)
12% less capital invested
Capital invested by funds: $344M → $301M (-$42.6M)
13% less call options, than puts
Call options by funds: $687K | Put options by funds: $786K
13.85% less ownership
Funds ownership: 64.03% → 50.18% (-14%)
26% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$9.33M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.39M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.71M |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$4.46M |
| 5 |
PCS
Private Client Services
Louisville,
Kentucky
|
+$3.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$30.1M |
| 2 |
SFBLI
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
-$9.32M |
| 3 |
Jane Street
New York
|
-$8.71M |
| 4 |
Rockefeller Capital Management
New York
|
-$8.05M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$7.83M |
TUA Hedge Fund Activity: Q3 2024 in Review
70 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q3 2024, worth a combined $301M — down 12% from $344M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of TUA and 17 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 30 added.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $9.33M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $30.1M sold.
- 70 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q3 2024, down from 76 in Q2 2024.
- Funds reported $301M of Simplify Short Term Treasury Futures Strategy ETF stock for Q3 2024, down 12% quarter-over-quarter.
- 17 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q3 2024 and 23 closed out, a net change of -6 holders.
- The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q3 2024 was Private Advisor Group, an estimated $9.33M added.
- The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q3 2024 was Financial Enhancement Group, an estimated $30.1M sold.
Based on aggregated 13F filings for Q3 2024.