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Simplify Intermediate Term Treasury Futures Strategy ETF

46 hedge funds and large institutions have $114M 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.

New
Increased
Maintained
Reduced
Closed

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: 35 (+2)

7% more funds holding

Funds holding: 4346 (+3)

2.08% more ownership

Funds ownership: 72.41%74.49% (+2.1%)

4% more capital invested

Capital invested by funds: $110M → $114M (+$4.04M)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
7
Increased
26
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$40.8M -$12.1M -926,000 -23%
AWM
2
AE Wealth Management
Kansas
$22.9M +$1.45M +110,379 +7%
TWD
3
True Wealth Design
Ohio
$10.1M +$9.75M +745,093 New
LAS
4
Lloyd Advisory Services
Georgia
$8.59M +$832K +63,569 +11%
HCA
5
Heck Capital Advisors
Wisconsin
$4.7M +$91.8K +7,013 +2%
SWM
6
Stapp Wealth Management
Washington
$3.78M -$17.4K -1,331 -0.5%
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$3.68M +$239K +18,259 +7%
MPW
8
Magnolia Private Wealth
Pennsylvania
$2.95M +$1.59M +121,461 +125%
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$2.41M +$82.8K +6,325 +4%
AWA
10
Authentikos Wealth Advisory
California
$2.38M +$613K +46,826 +36%
HBS
11
Howard Bailey Securities
Indiana
$1.76M +$133K +10,166 +8%
GLR
12
Great Lakes Retirement
Ohio
$1.55M +$15.3K +1,167 +1%
HH
13
Hilltop Holdings
Texas
$1.43M +$6.39K +488 +0.5%
LI
14
LifeWealth Investments
Florida
$1.29M +$200K +15,240 +19%
ECA
15
Elevated Capital Advisors
Utah
$883K
Citadel Advisors
16
Citadel Advisors
Florida
$408K -$559K -42,731 -59%
KFG
17
Kingdom Financial Group
Arizona
$343K +$119K +9,068 +55%
CAG
18
Csenge Advisory Group
Florida
$335K -$25K -1,913 -7%
SW
19
SMART Wealth
Nebraska
$313K +$22.9K +1,746 +8%
GM
20
GeoWealth Management
Illinois
$305K +$30K +2,288 +11%
PFA
21
Professional Financial Advisors
Nebraska
$280K +$2.88K +220 +1%
RI
22
Rinkey Investments
California
$243K
OMC
23
Old Mission Capital
Illinois
$226K +$4.32K +330 +2%
NI
24
NDVR Inc
Massachusetts
$221K +$2.16K +165 +1%
BCM
25
Brookstone Capital Management
Illinois
$200K +$195K +14,861 New

TYA Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 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 $114M — up 3.7% from $110M 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 $114M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q2 2025, up 3.7% 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.