Simplify Intermediate Term Treasury Futures Strategy ETF
24 hedge funds and large institutions have $40M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
26% more funds holding
Funds holding: 19 → 24 (+5)
13% more capital invested
Capital invested by funds: $35.2M → $40M (+$4.75M)
1.99% more ownership
Funds ownership: 73.32% → 75.31% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$2.39M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.09M |
| 3 |
BWM
BlackDiamond Wealth Management
New York
|
+$1.11M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$882K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$740K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$3.32M |
| 2 |
WI
WJ Interests
Sugar Land,
Texas
|
-$1.28M |
| 3 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$1.21M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$300K |
| 5 |
AFA
Atlas Financial Advisors
Oroville,
California
|
-$181K |
TYA Hedge Fund Activity: Q4 2023 in Review
24 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q4 2023, worth a combined $40M — up 13% from $35.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new TYA positions and 4 closed out — a net gain of 5 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Lloyd Advisory Services, opening a new position worth an estimated $2.39M. The largest seller was OneDigital Investment Advisors, exiting entirely with an estimated $3.32M sold.
- 24 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q4 2023, up from 19 in Q3 2023.
- Funds reported $40M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 9 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q4 2023 and 4 closed out, a net change of +5 holders.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q4 2023 was Lloyd Advisory Services, an estimated $2.39M added.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q4 2023 was OneDigital Investment Advisors, an estimated $3.32M sold.
Based on aggregated 13F filings for Q4 2023.