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Simplify Intermediate Term Treasury Futures Strategy ETF

46 hedge funds and large institutions have $114M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

7% more funds holding

Funds holding: 4346 (+3)

2.08% more ownership

Funds ownership: 72.41%74.49% (+2.1%)

4% more capital invested

Capital invested by funds: $110M → $114M (+$4.04M)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
7
Increased
26
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$187K +$181K +13,859 New
FWM
27
FSR Wealth Management
Illinois
$183K +$8.33K +636 +5%
Osaic Holdings
28
Osaic Holdings
Arizona
$171K +$166K +12,703 New
RF
29
RHS Financial
California
$171K +$166K +12,688 New
SPWM
30
Straight Path Wealth Management
Michigan
$166K +$6.55K +500 +4%
IA
31
IFP Advisors
Florida
$162K +$143K +10,953 +1,048%
FA
32
FSA Advisors
Michigan
$148K -$23.7K -1,807 -14%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$136K +$132K +10,045 New
TAP
34
Tounjian Advisory Partners
Florida
$134K -$3.93K -300 -3%
Q1WB
35
Quest 10 Wealth Builders
Virginia
$103K +$18K +1,372 +22%
PS
36
Principal Securities
Iowa
$61.2K +$40.7K +3,112 +218%
PSFG
37
Park Square Financial Group
Georgia
$56.6K +$15.3K +1,171 +39%
T
38
Transce3nd
Texas
$53.7K +$3.48K +266 +7%
DRP
39
Decker Retirement Planning
Utah
$18.2K +$7.27K +555 +70%
OIA
40
Optimum Investment Advisors
Illinois
$13.5K
UBS Group
41
UBS Group
Switzerland
$5.42K -$6.01K -459 -53%
PA
42
Pineridge Advisors
Missouri
$1.74K -$7.93K -606 -82%
RWPA
43
Richard W. Paul & Associates
Michigan
$1.6K -$52 -4 -3%
GRP
44
Global Retirement Partners
California
$1.39K +$1.35K +103 New
CAWM
45
Capital A Wealth Management
Pennsylvania
$313 -$16.3K -1,248 -98%
Morgan Stanley
46
Morgan Stanley
New York
$38 +$13 +1 +100%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
-$1.93M -146,201 Closed
Jane Street
48
Jane Street
New York
-$563K -42,534 Closed
LRWM
49
Lord & Richards Wealth Management
Colorado
-$62.7K -4,742 Closed

TYA Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q2 2025, worth a combined $114M — up 3.7% from $110M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TYA positions and 4 closed out — a net gain of 3 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was True Wealth Design, opening a new position worth an estimated $9.75M. The largest seller was Simplify Asset Management, cutting an estimated $12.1M.

  • 46 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q2 2025, up from 43 in Q1 2025.
  • Funds reported $114M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q2 2025, up 3.7% quarter-over-quarter.
  • 7 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q2 2025 was True Wealth Design, an estimated $9.75M added.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q2 2025 was Simplify Asset Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2025.