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Simplify Intermediate Term Treasury Futures Strategy ETF
TYA

30 hedge funds and large institutions have $90M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

233% more capital invested

Capital invested by funds: $27M → $90M (+$63M)

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

43% more funds holding

Funds holding: 21 → 30 (+9)

7.02% more ownership

Funds ownership: 59.75% → 66.77% (+7%)

Holders
30
Holders Change
+9
Holders Change %
+42.86%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
11
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Simplify Asset Management
Nevada
+$53.8M
2
AWM
AE Wealth Management
Kansas
+$3.29M
3
LAS
Lloyd Advisory Services
Georgia
+$1.2M
4
AWA
Authentikos Wealth Advisory
California
+$376K
5
ECA
Elevated Capital Advisors
Utah
+$338K

Top Sellers

1
BWM
BlackDiamond Wealth Management
New York
-$787K
2
Jane Street
Jane Street
New York
-$741K
3
OMC
Old Mission Capital
Illinois
-$573K
4
Citadel Advisors
Citadel Advisors
Florida
-$364K
5
OAS
Optivise Advisory Services
Tennessee
-$174K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
26
Coppell Advisory Solutions
Texas
$9.29K – – –
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.1K +$3.03K +216 New
RWPA
28
Richard W. Paul & Associates
Michigan
$798 +$14 +1 +2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$14 +$14 +1 New
BWM
30
BlackDiamond Wealth Management
New York
– -$787K -56,268 Closed
OMC
31
Old Mission Capital
Illinois
– -$573K -44,232 Closed
OAS
32
Optivise Advisory Services
Tennessee
– -$174K -13,425 Closed
Morgan Stanley
33
Morgan Stanley
New York
– -$21 -1 Closed
1
2