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Simplify Intermediate Term Treasury Futures Strategy ETF

30 hedge funds and large institutions have $33.2M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.57% less ownership

Funds ownership: 57.28%52.71% (-4.6%)

12% less funds holding

Funds holding: 3430 (-4)

31% less capital invested

Capital invested by funds: $47.9M → $33.2M (-$14.8M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
9
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
1
True Wealth Design
Ohio
$11.8M +$1.03M +76,510 +9%
HCA
2
Heck Capital Advisors
Wisconsin
$4.8M -$97.3K -7,224 -2%
MPW
3
Magnolia Private Wealth
Pennsylvania
$4.15M +$2.08M +154,540 +55%
SWM
4
Stapp Wealth Management
Washington
$2.84M -$610K -45,283 -17%
CA
5
Continuum Advisory
Idaho
$2.04M +$957K +71,073 +85%
AWM
6
AE Wealth Management
Kansas
$1.99M -$2.56M -189,774 -56%
PCS
7
Private Client Services
Kentucky
$1.1M +$84.1K +6,247 +8%
WWM
8
Whalen Wealth Management
Nevada
$837K +$264K +19,600 +44%
HH
9
Hilltop Holdings
Texas
$766K -$6.35M -471,407 -89%
IA
10
Inspire Advisors
Idaho
$721K +$740K +54,918 New
CW
11
CreativeOne Wealth
Kansas
$450K +$218K +16,174 +89%
GLR
12
Great Lakes Retirement
Ohio
$296K -$39.1K -2,901 -11%
RI
13
Rinkey Investments
California
$236K
SPWM
14
Straight Path Wealth Management
Michigan
$236K +$10.1K +750 +4%
AWA
15
Authentikos Wealth Advisory
California
$181K -$83K -6,162 -31%
ECA
16
Elevated Capital Advisors
Utah
$157K -$641K -47,592 -80%
RF
17
RHS Financial
California
$155K +$159K +11,794 New
Osaic Holdings
18
Osaic Holdings
Arizona
$133K -$1.19K -88 -0.9%
IA
19
IFP Advisors
Florida
$68.1K -$57.7K -4,288 -45%
LAS
20
Lloyd Advisory Services
Georgia
$57.8K -$1.7M -126,186 -97%
KFG
21
Kingdom Financial Group
Arizona
$57.8K -$59.2K -4,399 -50%
LWMI
22
Legacy Wealth Management (Idaho)
Idaho
$33.2K -$19.5K -1,450 -36%
NA
23
Networth Advisors
Pennsylvania
$9.72K -$22.1K -1,642 -69%
GWM
24
Geneos Wealth Management
Colorado
$6.55K +$40 +3 +0.6%
VEA
25
Virtus ETF Advisers
New York
$3.32K +$81 +6 +2%

TYA Hedge Fund Activity: Q1 2026 in Review

30 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) for Q1 2026, worth a combined $33.2M — down 31% from $47.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TYA and 3 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 9 added.

The largest buyer was Magnolia Private Wealth, adding an estimated $2.08M. The largest seller was Hilltop Holdings, cutting an estimated $6.35M.

  • 30 institutional investors held Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) as of Q1 2026, down from 34 in Q4 2025.
  • Funds reported $33.2M of Simplify Intermediate Term Treasury Futures Strategy ETF stock for Q1 2026, down 31% quarter-over-quarter.
  • 3 funds opened new Simplify Intermediate Term Treasury Futures Strategy ETF positions in Q1 2026 and 6 closed out, a net change of -3 holders.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF buyer in Q1 2026 was Magnolia Private Wealth, an estimated $2.08M added.
  • The largest Simplify Intermediate Term Treasury Futures Strategy ETF seller in Q1 2026 was Hilltop Holdings, an estimated $6.35M sold.

Based on aggregated 13F filings for Q1 2026.