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Simplify Intermediate Term Treasury Futures Strategy ETF

43 hedge funds and large institutions have $110M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 2

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more capital invested

Capital invested by funds: $76.9M → $110M (+$32.8M)

23% more funds holding

Funds holding: 3543 (+8)

0.05% less ownership

Funds ownership: 72.46%72.41% (-0.05%)

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.58%
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
23
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
FSR Wealth Management
Illinois
$171K +$163K +12,923 New
FA
27
FSA Advisors
Michigan
$169K +$162K +12,807 New
SPWM
28
Straight Path Wealth Management
Michigan
$156K +$12.2K +969 +9%
TAP
29
Tounjian Advisory Partners
Florida
$138K +$132K +10,452 New
Q1WB
30
Quest 10 Wealth Builders
Virginia
$83.1K +$70.2K +5,568 +780%
LRWM
31
Lord & Richards Wealth Management
Colorado
$62.7K +$59.8K +4,742 New
T
32
Transce3nd
Texas
$49.1K +$11.5K +910 +32%
PSFG
33
Park Square Financial Group
Georgia
$40K +$26.9K +2,131 +239%
PS
34
Principal Securities
Iowa
$17.5K
CAWM
35
Capital A Wealth Management
Pennsylvania
$16.8K -$19.8K -1,572 -55%
IA
36
IFP Advisors
Florida
$13.8K
OIA
37
Optimum Investment Advisors
Illinois
$13.2K
UBS Group
38
UBS Group
Switzerland
$11.4K +$10.9K +861 New
DRP
39
Decker Retirement Planning
Utah
$10.5K +$4.34K +344 +76%
PA
40
Pineridge Advisors
Missouri
$9.72K +$1.02K +81 +12%
RWPA
41
Richard W. Paul & Associates
Michigan
$1.62K +$13 +1 +0.8%
Morgan Stanley
42
Morgan Stanley
New York
$17 -$13 -1 -50%
XPN
43
XY Planning Network
Montana
-$256K -20,823 Closed
HCA
44
Harbour Capital Advisors
Virginia
-$147K -12,040 Closed
Osaic Holdings
45
Osaic Holdings
Arizona
-$13.8K -1,121 Closed
CAS
46
Coppell Advisory Solutions
Texas
-$7.85K -637 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
-$12 -1 Closed

TYA Hedge Fund Activity: Q1 2025 in Review

43 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q1 2025, worth a combined $110M — up 43% from $76.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TYA positions and 5 closed out — a net gain of 8 holders — while 23 added to existing stakes and 2 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.2M. The largest seller was XY Planning Network, exiting entirely with an estimated $256K sold.

  • 43 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q1 2025, up from 35 in Q4 2024.
  • Funds reported $110M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q1 2025, up 43% quarter-over-quarter.
  • 13 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q1 2025 and 5 closed out, a net change of +8 holders.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q1 2025 was AE Wealth Management, an estimated $7.2M added.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q1 2025 was XY Planning Network, an estimated $256K sold.

Based on aggregated 13F filings for Q1 2025.