Simplify Intermediate Term Treasury Futures Strategy ETF
35 hedge funds and large institutions have $76.9M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 7 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
17% more funds holding
Funds holding: 30 → 35 (+5)
5.7% more ownership
Funds ownership: 66.77% → 72.46% (+5.7%)
8% less capital inflows, than outflows
Capital inflows: $9.8M | Capital outflows: $10.7M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$3.1M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
+$2.8M |
| 3 |
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$1.83M |
| 4 |
Lloyd Advisory Services
Suwanee,
Georgia
|
+$269K |
| 5 |
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WJ Interests
Sugar Land,
Texas
|
-$9.14M |
| 2 |
Hilltop Holdings
Dallas,
Texas
|
-$351K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$332K |
| 4 |
Simplify Asset Management
Las Vegas,
Nevada
|
-$300K |
| 5 |
TCFG Wealth Management
Laguna Niguel,
California
|
-$234K |
TYA Hedge Fund Activity: Q4 2024 in Review
35 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q4 2024, worth a combined $76.9M — down 14% from $90M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TYA positions and 7 closed out — a net gain of 5 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Mid-American Wealth Advisory Group, opening a new position worth an estimated $3.1M. The largest seller was WJ Interests, exiting entirely with an estimated $9.14M sold.
- 35 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q4 2024, up from 30 in Q3 2024.
- Funds reported $76.9M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q4 2024, down 14% quarter-over-quarter.
- 12 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q4 2024 and 7 closed out, a net change of +5 holders.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q4 2024 was Mid-American Wealth Advisory Group, an estimated $3.1M added.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q4 2024 was WJ Interests, an estimated $9.14M sold.
Based on aggregated 13F filings for Q4 2024.