Simplify Intermediate Term Treasury Futures Strategy ETF
19 hedge funds and large institutions have $35.2M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
7.06% more ownership
Funds ownership: 66.26% → 73.32% (+7.1%)
6% more funds holding
Funds holding: 18 → 19 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $35.5M → $35.2M (-$291K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.21M |
| 2 |
WI
WJ Interests
Sugar Land,
Texas
|
+$1.65M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.44M |
| 4 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$809K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$935K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$393K |
| 3 |
RF
RHS Financial
San Francisco,
California
|
-$247K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$144K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$113K |
TYA Hedge Fund Activity: Q3 2023 in Review
19 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q3 2023, worth a combined $35.2M — down 0.82% from $35.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TYA positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, adding an estimated $2.21M. The largest seller was Simplify Asset Management, cutting an estimated $935K.
- 19 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q3 2023, up from 18 in Q2 2023.
- Funds reported $35.2M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q3 2023, down 0.82% quarter-over-quarter.
- 4 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q3 2023 and 3 closed out, a net change of +1 holder.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q3 2023 was Jane Street, an estimated $2.21M added.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q3 2023 was Simplify Asset Management, an estimated $935K sold.
Based on aggregated 13F filings for Q3 2023.