Simplify Intermediate Term Treasury Futures Strategy ETF
30 hedge funds and large institutions have $90M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 4 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
233% more capital invested
Capital invested by funds: $27M → $90M (+$63M)
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more funds holding
Funds holding: 21 → 30 (+9)
7.02% more ownership
Funds ownership: 59.75% → 66.77% (+7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$53.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.29M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.2M |
| 4 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$376K |
| 5 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BlackDiamond Wealth Management
New York
|
-$787K |
| 2 |
Jane Street
New York
|
-$741K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$573K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$364K |
| 5 |
OAS
Optivise Advisory Services
Franklin,
Tennessee
|
-$174K |
TYA Hedge Fund Activity: Q3 2024 in Review
30 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q3 2024, worth a combined $90M — up 233% from $27M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TYA positions and 4 closed out — a net gain of 9 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Simplify Asset Management, adding an estimated $53.8M. The largest seller was BlackDiamond Wealth Management, exiting entirely with an estimated $787K sold.
- 30 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q3 2024, up from 21 in Q2 2024.
- Funds reported $90M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q3 2024, up 233% quarter-over-quarter.
- 13 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q3 2024 and 4 closed out, a net change of +9 holders.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q3 2024 was Simplify Asset Management, an estimated $53.8M added.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q3 2024 was BlackDiamond Wealth Management, an estimated $787K sold.
Based on aggregated 13F filings for Q3 2024.