Simplify Short Term Treasury Futures Strategy ETF
TUA
87 hedge funds and large institutions have $543M invested in Simplify Short Term Treasury Futures Strategy ETF in 2026 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
36% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 25
5% more funds holding
Funds holding: 83 → 87 (+4)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.27% less ownership
Funds ownership: 74.62% → 74.35% (-0.27%)
3% less capital invested
Capital invested by funds: $559M → $543M (-$15.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$25.9M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$13.3M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$11M |
| 4 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$8.85M |
| 5 |
G
GenTrust
Miami,
Florida
|
+$8.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$37.3M |
| 2 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$14.9M |
| 3 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
-$14.1M |
| 4 |
LPL Financial
San Diego,
California
|
-$6.92M |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
-$3.12M |
TUA Hedge Fund Activity: Q2 2026 in Review
87 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q2 2026, worth a combined $543M — down 2.8% from $559M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new TUA positions and 12 closed out — a net gain of 5 holders — while 34 added to existing stakes and 25 trimmed.
The largest buyer was Trek Financial, opening a new position worth an estimated $25.9M. The largest seller was Ferguson Shapiro, cutting an estimated $37.3M.
- 87 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q2 2026, up from 83 in Q1 2026.
- Funds reported $543M of Simplify Short Term Treasury Futures Strategy ETF stock for Q2 2026, down 2.8% quarter-over-quarter.
- 17 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q2 2026 and 12 closed out, a net change of +5 holders.
- The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q2 2026 was Trek Financial, an estimated $25.9M added.
- The largest Simplify Short Term Treasury Futures Strategy ETF seller in Q2 2026 was Ferguson Shapiro, an estimated $37.3M sold.
Based on aggregated 13F filings for Q2 2026.