Simplify Intermediate Term Treasury Futures Strategy ETF
11 hedge funds and large institutions have $22.6M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
8% more capital invested
Capital invested by funds: $21M → $22.6M (+$1.58M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.51% less ownership
Funds ownership: 60.72% → 59.22% (-1.5%)
21% less funds holding
Funds holding: 14 → 11 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Stapp Wealth Management
Olympia,
Washington
|
+$2.87M |
| 2 |
WI
WJ Interests
Sugar Land,
Texas
|
+$726K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$549K |
| 4 |
Jane Street
New York
|
+$196K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$49.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$3.66M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$587K |
| 3 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$171K |
| 4 |
RF
RHS Financial
San Francisco,
California
|
-$12.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.66K |
TYA Hedge Fund Activity: Q1 2023 in Review
11 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q1 2023, worth a combined $22.6M — up 7.5% from $21M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of TYA and 1 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 5 added.
The largest buyer was Stapp Wealth Management, adding an estimated $2.87M. The largest seller was Simplify Asset Management, cutting an estimated $3.66M.
- 11 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q1 2023, down from 14 in Q4 2022.
- Funds reported $22.6M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q1 2023, up 7.5% quarter-over-quarter.
- 1 fund opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q1 2023 and 4 closed out, a net change of -3 holders.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q1 2023 was Stapp Wealth Management, an estimated $2.87M added.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q1 2023 was Simplify Asset Management, an estimated $3.66M sold.
Based on aggregated 13F filings for Q1 2023.