S
Simplify Short Term Treasury Futures Strategy
TUA • ARCA
Simplify Short Term Treasury Futures Strategy is an exchange-traded fund on ARCA. As of Q3 2025, 81 institutional investors hold shares in this ETF, with total holdings valued at $375.6M. Southern Farm Bureau Life Insurance is the largest holder with a position valued at $64.9M.
Overview
Overview of institutional ownership in TUA as of Q3 2025
All Institutions
- Institutions
- 81
- Value Held
- $375.6M
- Shares Held
- 17.2M
- Avg Position
- $4.6M
- Median Position
- $872.2K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $2.6M
- Shares Held
- 117.3K
- Avg Position
- $2.6M
- Median Position
- $2.6M
Biggest Investors
Institutions with the largest positions in TUA as of Q3 2025
| Institution | Position Value |
|---|---|
S Southern Farm Bureau Life Insurance Institution | $64.9M 7.65% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $43.2M 0.28% of portfolio |
 Ferguson Shapiro LLC RIA/Wealth | $41.6M 13.52% of portfolio |
 REUTER JAMES WEALTH MANAGEMENT, LLC RIA/Wealth | $24.4M 3.47% of portfolio |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $24.0M 11.43% of portfolio |
 ALTFEST L J & CO INC RIA/Wealth | $18.4M 2.07% of portfolio |
 Ancora Advisors, LLC RIA/Wealth | $18.0M 0.36% of portfolio |
 Lloyd Advisory Services, LLC. RIA/Wealth | $13.7M 6.94% of portfolio |
P Park Edge Advisors, LLC RIA/Wealth | $8.4M 1.97% of portfolio |
L LPL Financial LLC Institution | $8.2M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TUA in Q3 2025
- Traded
- −$21.6M
- Buyers
- 43
- Sellers
- 47
- Total Bought
- +$25.3M
- Total Sold
- −$46.9M
- Avg Position
- $3.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
P Proficio Capital Partners LLC Family Office | +$4.9M +225.3K shares |
 PRIVATE CLIENT SERVICES, LLC RIA/Wealth | +$4.0M +183.5K shares |
P Park Edge Advisors, LLC RIA/Wealth | +$3.2M +146.8K shares |
W Whalen Wealth Management Inc. RIA/Wealth | +$2.4M +107.8K shares |
 Encompass More Asset Management RIA/Wealth | +$2.0M +89.9K shares |
 Summit Financial, LLC RIA/Wealth | +$1.5M +66.5K shares |
REUTER JAMES WEALTH MANAGEMENT, LLC RIA/Wealth | +$1.3M +61.6K shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | +$1.2M +54.3K shares |
AE Wealth Management LLC RIA/Wealth | +$1.0M +46.4K shares |
Ferguson Shapiro LLC RIA/Wealth | +$524.3K +24.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$15.2M −696.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$10.2M −460.9K shares |
L LPL Financial LLC Institution | −$4.7M −216.1K shares |
J JANE STREET GROUP, LLC Institution | −$3.5M −160.8K shares |
−$2.1M −98.2K shares | |
 Authentikos Wealth Advisory, LLC RIA/Wealth | −$1.5M −69.1K shares |
 GeoWealth Management, LLC RIA/Wealth | −$1.3M −60.4K shares |
 Cambridge Advisors Inc. RIA/Wealth | −$673.6K −30.6K shares |
−$603.6K −27.4K shares | |
 COMPASS CAPITAL CORP /MA/ /ADV RIA/Wealth | −$579.0K −26.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TUA in Q3 2025
- New Positions
- 5
- New Value
- $3.6M
- Exited Positions
- 19
- Exited Value
- $16.8M
New Positions
| Institution | Position Value |
|---|---|
Encompass More Asset Management RIA/Wealth | $2.0M 89.9K shares |
Summit Financial, LLC RIA/Wealth | $1.5M 66.5K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | $203.1K 9.3K shares |
 Virtus ETF Advisers LLC Long Only Manager | $9.8K 449.0 shares |
 Financial Life Planners RIA/Wealth | $7.7K 353.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $10.2M 460.9K shares |
GeoWealth Management, LLC RIA/Wealth | $1.3M 60.4K shares |
Cambridge Advisors Inc. RIA/Wealth | $673.6K 30.6K shares |
$603.6K 27.4K shares | |
COMPASS CAPITAL CORP /MA/ /ADV RIA/Wealth | $579.0K 26.5K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $544.1K 24.7K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | $442.1K 20.1K shares |
B Belvedere Trading LLC Institution | $434.0K 19.7K shares |
 Wealthcare Advisory Partners LLC RIA/Wealth | $398.1K 18.1K shares |
 TOUNJIAN ADVISORY PARTNERS, LLC Family Office | $377.7K 17.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in TUA as of Q3 2025
- Call Positions
- 3
- Call Value
- $678.0K
- Put Positions
- 1
- Put Value
- $1.3M
Call Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $678.0K 310.0 contracts |
J JANE STREET GROUP, LLC Institution | - - contracts |
 Hamilton Point Investment Advisors, LLC RIA/Wealth | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.3M 606.0 contracts |
Most Committed Institutions
Institutions with TUA as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Ferguson Shapiro LLC RIA/Wealth | 13.52% $41.6M |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | 11.43% $24.0M |
S Southern Farm Bureau Life Insurance Institution | 7.65% $64.9M |
Lloyd Advisory Services, LLC. RIA/Wealth | 6.94% $13.7M |
Authentikos Wealth Advisory, LLC RIA/Wealth | 5.05% $6.9M |
 Magnolia Private Wealth, LLC RIA/Wealth | 4.92% $6.7M |
REUTER JAMES WEALTH MANAGEMENT, LLC RIA/Wealth | 3.47% $24.4M |
ALTFEST L J & CO INC RIA/Wealth | 2.07% $18.4M |
W Whalen Wealth Management Inc. RIA/Wealth | 2.05% $3.5M |
P Park Edge Advisors, LLC RIA/Wealth | 1.97% $8.4M |
Hedge Fund Spotlight
Discover hedge funds investing in TUA
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
S
Position in Simplify Short Term Treasury Futures Strategy
- Market Value
- $2.6M
- Shares Held
- 117.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
