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Simplify Intermediate Term Treasury Futures Strategy ETF
TYA

34 hedge funds and large institutions have $47.9M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.63% more ownership

Funds ownership: 56.65% → 57.28% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less capital invested

Capital invested by funds: $50.3M → $47.9M (-$2.36M)

13% less funds holding

Funds holding: 39 → 34 (-5)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
11
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
Hilltop Holdings
Texas
+$6.03M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.92M
3
TWD
True Wealth Design
Ohio
+$711K
4
WWM
Whalen Wealth Management
Nevada
+$608K
5
Jane Street
Jane Street
New York
+$452K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$4.68M
2
LAS
Lloyd Advisory Services
Georgia
-$2.52M
3
SAM
Simplify Asset Management
Nevada
-$2.16M
4
CA
Continuum Advisory
Idaho
-$961K
5
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$514K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
1
True Wealth Design
Ohio
$11.1M +$711K +51,620 +7%
HH
2
Hilltop Holdings
Texas
$7.15M +$6.03M +437,962 +477%
HCA
3
Heck Capital Advisors
Wisconsin
$5.03M +$326K +23,675 +7%
AWM
4
AE Wealth Management
Kansas
$4.6M -$4.68M -339,826 -50%
MPW
5
Magnolia Private Wealth
Pennsylvania
$3.83M +$242K +17,604 +7%
SWM
6
Stapp Wealth Management
Washington
$3.53M -$305K -22,166 -8%
Citadel Advisors
7
Citadel Advisors
Florida
$1.88M +$1.92M +139,451 New
LAS
8
Lloyd Advisory Services
Georgia
$1.76M -$2.52M -182,822 -58%
Jane Street
9
Jane Street
New York
$1.6M +$452K +32,827 +38%
CA
10
Continuum Advisory
Idaho
$1.13M -$961K -69,829 -45%
PCS
11
Private Client Services
Kentucky
$1.05M +$7.37K +535 +0.7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$932K -$224K -16,287 -19%
ECA
13
Elevated Capital Advisors
Utah
$804K -$24.3K -1,765 -3%
WWM
14
Whalen Wealth Management
Nevada
$596K +$608K +44,140 New
GLR
15
Great Lakes Retirement
Ohio
$344K -$386K -28,023 -52%
OMC
16
Old Mission Capital
Illinois
$311K +$317K +23,052 New
PFA
17
Professional Financial Advisors
Nebraska
$269K -$2.08K -151 -0.8%
AWA
18
Authentikos Wealth Advisory
California
$269K -$18K -1,311 -6%
CW
19
CreativeOne Wealth
Kansas
$244K -$75.4K -5,476 -23%
HBS
20
Howard Bailey Securities
Indiana
$243K -$461K -33,461 -65%
RI
21
Rinkey Investments
California
$243K – – –
SPWM
22
Straight Path Wealth Management
Michigan
$232K +$68.1K +4,950 +40%
NI
23
NDVR Inc
Massachusetts
$217K -$6.17K -448 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$138K -$2.44K -177 -2%
IA
25
IFP Advisors
Florida
$128K +$13.6K +987 +12%
1
2

TYA Hedge Fund Activity: Q4 2025 in Review

34 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q4 2025, worth a combined $47.9M — down 4.7% from $50.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of TYA and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 11 added.

The largest buyer was Hilltop Holdings, adding an estimated $6.03M. The largest seller was AE Wealth Management, cutting an estimated $4.68M.

  • 34 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q4 2025, down from 39 in Q3 2025.
  • Funds reported $47.9M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q4 2025, down 4.7% quarter-over-quarter.
  • 5 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q4 2025 and 8 closed out, a net change of -3 holders.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q4 2025 was Hilltop Holdings, an estimated $6.03M added.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q4 2025 was AE Wealth Management, an estimated $4.68M sold.

Based on aggregated 13F filings for Q4 2025.