Simplify Intermediate Term Treasury Futures Strategy ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.3M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$564K |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$405K |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$310K |
| 5 |
SWM
Stapp Wealth Management
Olympia,
Washington
|
+$263K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$5M |
| 2 |
Jane Street
New York
|
-$2M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$696K |
| 4 |
BWM
BlackDiamond Wealth Management
New York
|
-$373K |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$199K |
TYA Hedge Fund Activity: Q2 2024 in Review
21 of the 6,935 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.