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Simplify Intermediate Term Treasury Futures Strategy ETF

18 hedge funds and large institutions have $35.5M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

64% more funds holding

Funds holding: 1118 (+7)

57% more capital invested

Capital invested by funds: $22.6M → $35.5M (+$12.9M)

7.04% more ownership

Funds ownership: 59.22%66.26% (+7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
18
Holders Change
+7
Holders Change %
+63.64%
% of All Funds
0.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
3
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$12.3M +$13.2M +833,581 New
WI
2
WJ Interests
Texas
$10.2M -$117K -7,353 -1%
OIA
3
OneDigital Investment Advisors
Kansas
$3.4M +$591K +37,273 +19%
SAM
4
Simplify Asset Management
Nevada
$3.01M +$774K +48,804 +31%
SWM
5
Stapp Wealth Management
Washington
$2.95M +$71.5K +4,510 +2%
GLR
6
Great Lakes Retirement
Ohio
$831K +$893K +56,315 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$764K +$825K +51,987 New
BOSSRA
8
B.O.S.S. Retirement Advisors
Utah
$753K +$813K +51,244 New
Jane Street
9
Jane Street
New York
$375K -$1.11M -69,881 -73%
RF
10
RHS Financial
California
$247K -$16.9K -1,063 -6%
AWA
11
Authentikos Wealth Advisory
California
$226K +$243K +15,346 New
AFA
12
Atlas Financial Advisors
California
$210K
BCM
13
Brookstone Capital Management
Illinois
$144K +$163K +10,296 New
UBS Group
14
UBS Group
Switzerland
$143K +$154K +9,728 New
OLVIG
15
Oliver Lagore Vanvalin Investment Group
Michigan
$19.2K +$20.7K +1,308 New
IA
16
IFP Advisors
Florida
$14.1K -$10.1K -639 -40%
Osaic Holdings
17
Osaic Holdings
Arizona
$10.2K
IPW
18
Impact Partnership Wealth
Georgia
$2.06K +$2.22K +140 New
Citadel Advisors
19
Citadel Advisors
Florida
-$262K -16,123 Closed
JP Morgan Chase
20
JP Morgan Chase
New York
-$2K -100 Closed

TYA Hedge Fund Activity: Q2 2023 in Review

18 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q2 2023, worth a combined $35.5M — up 57% from $22.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TYA positions and 2 closed out — a net gain of 7 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $13.2M. The largest seller was Jane Street, cutting an estimated $1.11M.

  • 18 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q2 2023, up from 11 in Q1 2023.
  • Funds reported $35.5M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q2 2023, up 57% quarter-over-quarter.
  • 9 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q2 2023 and 2 closed out, a net change of +7 holders.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q2 2023 was AE Wealth Management, an estimated $13.2M added.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q2 2023 was Jane Street, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2023.