We are live on ! Find out more
TYA icon

Simplify Intermediate Term Treasury Futures Strategy ETF

39 hedge funds and large institutions have $50.3M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 4639 (-7)

17.84% less ownership

Funds ownership: 74.49%56.65% (-18%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

56% less capital invested

Capital invested by funds: $114M → $50.3M (-$63.5M)

62% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 21

Holders
39
Holders Change
-7
Holders Change %
-15.22%
% of All Funds
0.51%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
7
Increased
8
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
1
True Wealth Design
Ohio
$10.5M +$392K +29,131 +4%
AWM
2
AE Wealth Management
Kansas
$9.27M -$13.7M -1,018,005 -60%
HCA
3
Heck Capital Advisors
Wisconsin
$4.75M +$14.1K +1,048 +0.3%
LAS
4
Lloyd Advisory Services
Georgia
$4.27M -$4.35M -323,331 -51%
SWM
5
Stapp Wealth Management
Washington
$3.86M +$51.4K +3,827 +1%
MPW
6
Magnolia Private Wealth
Pennsylvania
$3.22M +$634K +47,165 +22%
SAM
7
Simplify Asset Management
Nevada
$2.16M -$38.5M -2,863,782 -95%
CA
8
Continuum Advisory
Idaho
$2.09M +$2.07M +153,885 New
HH
9
Hilltop Holdings
Texas
$1.25M -$191K -14,228 -13%
Jane Street
10
Jane Street
New York
$1.16M +$1.15M +85,475 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.16M +$1.01M +75,242 +749%
PCS
12
Private Client Services
Kentucky
$1.05M +$1.04M +77,138 New
ECA
13
Elevated Capital Advisors
Utah
$835K -$72.4K -5,389 -8%
GLR
14
Great Lakes Retirement
Ohio
$728K -$821K -61,041 -53%
HBS
15
Howard Bailey Securities
Indiana
$701K -$1.07M -79,356 -61%
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$514K -$1.89M -140,850 -79%
CW
17
CreativeOne Wealth
Kansas
$321K +$131K +9,727 +70%
AWA
18
Authentikos Wealth Advisory
California
$289K -$2.08M -154,859 -88%
LI
19
LifeWealth Investments
Florida
$284K -$1.01M -74,771 -78%
PFA
20
Professional Financial Advisors
Nebraska
$274K -$8.68K -646 -3%
RI
21
Rinkey Investments
California
$245K
NI
22
NDVR Inc
Massachusetts
$225K +$2K +149 +0.9%
BCM
23
Brookstone Capital Management
Illinois
$181K -$20.8K -1,548 -10%
KFG
24
Kingdom Financial Group
Arizona
$167K -$177K -13,166 -52%
SPWM
25
Straight Path Wealth Management
Michigan
$167K

TYA Hedge Fund Activity: Q3 2025 in Review

39 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q3 2025, worth a combined $50.3M — down 56% from $114M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TYA and 7 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 8 added.

The largest buyer was Continuum Advisory, opening a new position worth an estimated $2.07M. The largest seller was Simplify Asset Management, cutting an estimated $38.5M.

  • 39 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q3 2025, down from 46 in Q2 2025.
  • Funds reported $50.3M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q3 2025, down 56% quarter-over-quarter.
  • 7 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q3 2025 and 13 closed out, a net change of -6 holders.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q3 2025 was Continuum Advisory, an estimated $2.07M added.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q3 2025 was Simplify Asset Management, an estimated $38.5M sold.

Based on aggregated 13F filings for Q3 2025.