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Simplify Intermediate Term Treasury Futures Strategy ETF
TYA

21 hedge funds and large institutions have $27M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

24% more funds holding

Funds holding: 17 → 21 (+4)

14.86% less ownership

Funds ownership: 74.61% → 59.75% (-15%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

33% less capital invested

Capital invested by funds: $40.1M → $27M (-$13.1M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
6
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$1.3M
2
OMC
Old Mission Capital
Illinois
+$564K
3
ECA
Elevated Capital Advisors
Utah
+$405K
4
HH
Hilltop Holdings
Texas
+$310K
5
SWM
Stapp Wealth Management
Washington
+$263K

Top Sellers

1
LAS
Lloyd Advisory Services
Georgia
-$5M
2
Jane Street
Jane Street
New York
-$2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$696K
4
BWM
BlackDiamond Wealth Management
New York
-$373K
5
AWA
Authentikos Wealth Advisory
California
-$199K
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1
WJ Interests
Texas
$8.31M -$193K -15,107 -2%
AWM
2
AE Wealth Management
Kansas
$7.35M +$1.3M +101,900 +22%
LAS
3
Lloyd Advisory Services
Georgia
$3.18M -$5M -391,902 -61%
SWM
4
Stapp Wealth Management
Washington
$3.18M +$263K +20,576 +9%
Jane Street
5
Jane Street
New York
$889K -$2M -156,616 -70%
BWM
6
BlackDiamond Wealth Management
New York
$787K -$373K -29,264 -34%
Citadel Advisors
7
Citadel Advisors
Florida
$635K +$165K +12,954 +36%
OMC
8
Old Mission Capital
Illinois
$573K +$564K +44,232 New
GLR
9
Great Lakes Retirement
Ohio
$572K -$12.3K -967 -2%
ECA
10
Elevated Capital Advisors
Utah
$411K +$405K +31,756 New
SAM
11
Simplify Asset Management
Nevada
$349K -$131K -10,303 -28%
HH
12
Hilltop Holdings
Texas
$315K +$310K +24,316 New
PFA
13
Professional Financial Advisors
Nebraska
$235K +$5.4K +423 +2%
OAS
14
Optivise Advisory Services
Tennessee
$174K +$171K +13,425 New
Osaic Holdings
15
Osaic Holdings
Arizona
$9.03K – – –
PA
16
Pineridge Advisors
Missouri
$8.38K +$1.1K +86 +15%
CAS
17
Coppell Advisory Solutions
Texas
$8.3K +$8.18K +641 New
UBS Group
18
UBS Group
Switzerland
$2.89K -$2.4K -188 -46%
RWPA
19
Richard W. Paul & Associates
Michigan
$711 +$13 +1 +2%
Morgan Stanley
20
Morgan Stanley
New York
$21 -$13 -1 -50%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
– -$696K -51,219 Closed
AWA
22
Authentikos Wealth Advisory
California
– -$199K -14,906 Closed
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
– +$345 +27 New

TYA Hedge Fund Activity: Q2 2024 in Review

21 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q2 2024, worth a combined $27M — down 33% from $40.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TYA positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $1.3M. The largest seller was Lloyd Advisory Services, cutting an estimated $5M.

  • 21 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q2 2024, up from 17 in Q1 2024.
  • Funds reported $27M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q2 2024, down 33% quarter-over-quarter.
  • 6 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q2 2024 and 2 closed out, a net change of +4 holders.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q2 2024 was AE Wealth Management, an estimated $1.3M added.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q2 2024 was Lloyd Advisory Services, an estimated $5M sold.

Based on aggregated 13F filings for Q2 2024.