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Simplify Intermediate Term Treasury Futures Strategy ETF

43 hedge funds and large institutions have $110M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 2

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more capital invested

Capital invested by funds: $76.9M → $110M (+$32.8M)

23% more funds holding

Funds holding: 3543 (+8)

0.05% less ownership

Funds ownership: 72.46%72.41% (-0.05%)

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
23
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$52.2M +$1.32M +105,000 +3%
AWM
2
AE Wealth Management
Kansas
$21M +$7.2M +571,032 +56%
LAS
3
Lloyd Advisory Services
Georgia
$7.58M +$2.79M +221,436 +63%
HCA
4
Heck Capital Advisors
Wisconsin
$4.51M +$4.3M +341,039 New
SWM
5
Stapp Wealth Management
Washington
$3.72M +$234K +18,568 +7%
MAWAG
6
Mid-American Wealth Advisory Group
Missouri
$3.36M +$205K +16,288 +7%
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$2.28M +$406K +32,180 +23%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.93M +$1.7M +134,801 +1,182%
AWA
9
Authentikos Wealth Advisory
California
$1.71M +$1.04M +82,729 +178%
HBS
10
Howard Bailey Securities
Indiana
$1.6M +$580K +45,943 +61%
GLR
11
Great Lakes Retirement
Ohio
$1.5M +$637K +50,496 +80%
HH
12
Hilltop Holdings
Texas
$1.4M +$1.33M +105,503 New
LI
13
LifeWealth Investments
Florida
$1.06M +$794K +62,948 +362%
Citadel Advisors
14
Citadel Advisors
Florida
$966K +$921K +73,008 New
ECA
15
Elevated Capital Advisors
Utah
$883K +$2.51K +199 +0.3%
Jane Street
16
Jane Street
New York
$563K +$359K +28,471 +202%
MPW
17
Magnolia Private Wealth
Pennsylvania
$370K +$1.23M +97,283 New
CAG
18
Csenge Advisory Group
Florida
$363K +$199K +15,737 +133%
SW
19
SMART Wealth
Nebraska
$284K +$84.9K +6,730 +46%
PFA
20
Professional Financial Advisors
Nebraska
$272K +$12.5K +988 +5%
GM
21
GeoWealth Management
Illinois
$269K +$257K +20,354 New
RI
22
Rinkey Investments
California
$238K
OMC
23
Old Mission Capital
Illinois
$217K +$207K +16,430 New
KFG
24
Kingdom Financial Group
Arizona
$217K +$207K +16,371 New
NI
25
NDVR Inc
Massachusetts
$214K +$204K +16,186 New

TYA Hedge Fund Activity: Q1 2025 in Review

43 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q1 2025, worth a combined $110M — up 43% from $76.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TYA positions and 5 closed out — a net gain of 8 holders — while 23 added to existing stakes and 2 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.2M. The largest seller was XY Planning Network, exiting entirely with an estimated $256K sold.

  • 43 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q1 2025, up from 35 in Q4 2024.
  • Funds reported $110M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q1 2025, up 43% quarter-over-quarter.
  • 13 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q1 2025 and 5 closed out, a net change of +8 holders.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q1 2025 was AE Wealth Management, an estimated $7.2M added.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q1 2025 was XY Planning Network, an estimated $256K sold.

Based on aggregated 13F filings for Q1 2025.