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Simplify Intermediate Term Treasury Futures Strategy ETF
TYA

34 hedge funds and large institutions have $47.9M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.63% more ownership

Funds ownership: 56.65% → 57.28% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less capital invested

Capital invested by funds: $50.3M → $47.9M (-$2.36M)

13% less funds holding

Funds holding: 39 → 34 (-5)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
11
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
Hilltop Holdings
Texas
+$6.03M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.92M
3
TWD
True Wealth Design
Ohio
+$711K
4
WWM
Whalen Wealth Management
Nevada
+$608K
5
Jane Street
Jane Street
New York
+$452K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$4.68M
2
LAS
Lloyd Advisory Services
Georgia
-$2.52M
3
SAM
Simplify Asset Management
Nevada
-$2.16M
4
CA
Continuum Advisory
Idaho
-$961K
5
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$514K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFG
26
Kingdom Financial Group
Arizona
$119K -$47.8K -3,475 -28%
LWMI
27
Legacy Wealth Management (Idaho)
Idaho
$53.7K +$34.8K +2,526 +174%
NA
28
Networth Advisors
Pennsylvania
$32.2K +$32.8K +2,382 New
Q1WB
29
Quest 10 Wealth Builders
Virginia
$20K -$35.9K -2,606 -64%
UBS Group
30
UBS Group
Switzerland
$13K +$55 +4 +0.4%
GWM
31
Geneos Wealth Management
Colorado
$6.7K -$4.18K -304 -38%
VEA
32
Virtus ETF Advisers
New York
$3.33K -$468 -34 -12%
AssetMark Inc
33
AssetMark Inc
California
$1.32K +$1.35K +98 New
Morgan Stanley
34
Morgan Stanley
New York
$37 +$14 +1 +100%
SAM
35
Simplify Asset Management
Nevada
– -$2.16M -158,400 Closed
BOSSRA
36
B.O.S.S. Retirement Advisors
Utah
– -$514K -37,776 Closed
LI
37
LifeWealth Investments
Florida
– -$284K -20,830 Closed
BCM
38
Brookstone Capital Management
Illinois
– -$181K -13,313 Closed
SW
39
SMART Wealth
Nebraska
– -$141K -10,337 Closed
PS
40
Principal Securities
Iowa
– -$58.9K -4,331 Closed
DRP
41
Decker Retirement Planning
Utah
– -$9.34K -687 Closed
EWM
42
Evolution Wealth Management
Florida
– -$5.97K -439 Closed
1
2

TYA Hedge Fund Activity: Q4 2025 in Review

34 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q4 2025, worth a combined $47.9M — down 4.7% from $50.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of TYA and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 11 added.

The largest buyer was Hilltop Holdings, adding an estimated $6.03M. The largest seller was AE Wealth Management, cutting an estimated $4.68M.

  • 34 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q4 2025, down from 39 in Q3 2025.
  • Funds reported $47.9M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q4 2025, down 4.7% quarter-over-quarter.
  • 5 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q4 2025 and 8 closed out, a net change of -3 holders.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q4 2025 was Hilltop Holdings, an estimated $6.03M added.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q4 2025 was AE Wealth Management, an estimated $4.68M sold.

Based on aggregated 13F filings for Q4 2025.