Simplify Intermediate Term Treasury Futures Strategy ETF
17 hedge funds and large institutions have $40.1M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 7 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0% more capital invested
Capital invested by funds: $40M → $40.1M (+$152K)
0.7% less ownership
Funds ownership: 75.31% → 74.61% (-0.7%)
29% less funds holding
Funds holding: 24 → 17 (-7)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$6.14M |
| 2 |
Jane Street
New York
|
+$331K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$288K |
| 4 |
SWM
Stapp Wealth Management
Olympia,
Washington
|
+$188K |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$21.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.57M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$965K |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$781K |
| 4 |
WI
WJ Interests
Sugar Land,
Texas
|
-$595K |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$591K |
TYA Hedge Fund Activity: Q1 2024 in Review
17 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q1 2024, worth a combined $40.1M — up 0.38% from $40M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of TYA and 0 opened new positions — a net loss of 7 holders — while 9 trimmed existing stakes and 6 added.
The largest buyer was Lloyd Advisory Services, adding an estimated $6.14M. The largest seller was AE Wealth Management, cutting an estimated $8.57M.
- 17 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q1 2024, down from 24 in Q4 2023.
- Funds reported $40.1M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q1 2024, up 0.38% quarter-over-quarter.
- 0 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q1 2024 and 7 closed out, a net change of -7 holders.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q1 2024 was Lloyd Advisory Services, an estimated $6.14M added.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q1 2024 was AE Wealth Management, an estimated $8.57M sold.
Based on aggregated 13F filings for Q1 2024.