Simplify Intermediate Term Treasury Futures Strategy ETF
43 hedge funds and large institutions have $109M 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.
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: 2 → 3 (+1)
42% more capital invested
Capital invested by funds: $76.9M → $109M (+$32.3M)
23% more funds holding
Funds holding: 35 → 43 (+8)
0.4% less ownership
Funds ownership: 72.46% → 72.06% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.2M |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$4.3M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$2.79M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.7M |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XPN
XY Planning Network
Bozeman,
Montana
|
-$256K |
| 2 |
HCA
Harbour Capital Advisors
Tysons Corner,
Virginia
|
-$147K |
| 3 |
CAWM
Capital A Wealth Management
New Castle,
Pennsylvania
|
-$19.8K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.8K |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$7.85K |
TYA Hedge Fund Activity: Q1 2025 in Review
43 of the 7,472 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 $109M — up 42% 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 $109M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q1 2025, up 42% 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.