Simplify Intermediate Term Treasury Futures Strategy ETF
46 hedge funds and large institutions have $113M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 4 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 10
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
7% more funds holding
Funds holding: 43 → 46 (+3)
2.03% more ownership
Funds ownership: 72.06% → 74.09% (+2%)
4% more capital invested
Capital invested by funds: $109M → $113M (+$3.97M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWD
True Wealth Design
Akron,
Ohio
|
+$9.75M |
| 2 |
MPW
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
+$1.59M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.45M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$832K |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$613K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$12.1M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.93M |
| 3 |
Jane Street
New York
|
-$563K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$559K |
| 5 |
LRWM
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
-$62.7K |
TYA Hedge Fund Activity: Q2 2025 in Review
46 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q2 2025, worth a combined $113M — up 3.6% from $109M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TYA positions and 4 closed out — a net gain of 3 holders — while 26 added to existing stakes and 10 trimmed.
The largest buyer was True Wealth Design, opening a new position worth an estimated $9.75M. The largest seller was Simplify Asset Management, cutting an estimated $12.1M.
- 46 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q2 2025, up from 43 in Q1 2025.
- Funds reported $113M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q2 2025, up 3.6% quarter-over-quarter.
- 7 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q2 2025 and 4 closed out, a net change of +3 holders.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q2 2025 was True Wealth Design, an estimated $9.75M added.
- The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q2 2025 was Simplify Asset Management, an estimated $12.1M sold.
Based on aggregated 13F filings for Q2 2025.