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.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
64% more funds holding
Funds holding: 11 → 18 (+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: 2 → 2 (0)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.2M |
| 2 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$893K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$825K |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$813K |
| 5 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$774K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.11M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$262K |
| 3 |
WI
WJ Interests
Sugar Land,
Texas
|
-$117K |
| 4 |
RF
RHS Financial
San Francisco,
California
|
-$16.9K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$10.1K |
TYA Hedge Fund Activity: Q2 2023 in Review
18 of the 6,383 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.