Simplify Managed Futures Strategy ETF
CTA
Market cap $282M

26.19 USD

+0.11

0.42%

At close Oct 4, 4:00 PM EDT

1 day

0.42%

5 days

0.69%

1 month

-0.57%

3 months

-1.36%

6 months

1.28%

Year to date

9.54%

1 year

-3.00%

5 years

3.60%

Materials Plastic Material, Synthetic Resin/Rubber, Cellulos, Except Glass

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

14% more funds holding

Funds holding: 49 [Q1] → 56 (+7) [Q2]

13% more capital invested

Capital invested by funds: $67.6M [Q1] → $76.3M (+$8.64M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

4.29% less ownership

Funds ownership: 41.35% [Q1] → 37.05% (-4.29%) [Q2]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for CTA.

See Analyst Rankings

Financial journalist opinion

A Hedge You Get Paid To Own

CTA has not only helped bolster portfolios during an equity market downturn, but has also delivered impressive gains in 2024 as stocks have risen. Trend diversifies your portfolio with a unique convexity strategy. Another huge component of the strong absolute returns in CTA is the exploitation of structural carry opportunities across rate and commodity futures markets.

A Hedge You Get Paid To Own

Undercovered Dozen ETF Edition: China, Bitcoin, Cybersecurity, Motley Fool +

This ETF Edition highlights 12 less covered exchange-traded fund ideas on Seeking Alpha from June 1st - July 15th. ETFs in our first edition include Saba Closed-End Funds, iShares 20+ Year Treasury Bond BuyWrite Strategy, Global X Russell 2000 Covered Call, Invesco S&P 500 GARP, and more. Managed futures are in focus with one ETF idea where the author writes they "offer potential for maximizing income, boosting returns, and reducing volatility in a portfolio".

Undercovered Dozen ETF Edition: China, Bitcoin, Cybersecurity, Motley Fool +

CTA: 5 Reasons I Added This 7.6% Yielding ETF To My Portfolio

I am thrilled to learn new investing concepts, and adapt them into tools that help my family and others build bunker portfolios optimized for your needs. Managed futures, specifically Simplify Managed Futures Strategy ETF, offer potential for maximizing income, boosting returns, and reducing volatility in a portfolio. CTA has shown superior historical returns, consistent dividends, and unique strategies that could potentially outperform its peers by 3% per year.

CTA: 5 Reasons I Added This 7.6% Yielding ETF To My Portfolio

CTA: Best-Performing Managed Futures ETF, Strong Strategy And Track-Record

I recommended a buy due to a favorable macro situation and strong organic growth. AJG has a strong competitive advantage from its scale and access to data, giving it an edge over smaller brokers.

CTA: Best-Performing Managed Futures ETF, Strong Strategy And Track-Record

Zacks Investment Research

Fed Stays Put, Provides Nuanced Outlook: ETFs Likely to Win

The Fed kept key interest rates unchanged at 5.25%-5.50%. While the Fed ruled out the possibility of a rate hike going forward, it refrained from giving cues about a rate cut, due to sticky inflation and economic resilience.

Fed Stays Put, Provides Nuanced Outlook: ETFs Likely to Win

Investors Business Daily

Inflation is ‘thorn' in market's side — but these ETFs rose even as stocks, bonds fell

Hello! This week's ETF Wrap shines the light on some fund strategies that stood out for posting gains even as markets broadly sold off Wednesday on inflation fears.

Inflation is ‘thorn' in market's side — but these ETFs rose even as stocks, bonds fell

All-Seasons Investing: The Case for a Diversified Asset Allocation

By: Nolan Mauk In the post-pandemic era marked by economic uncertainty, volatility, geopolitical tension, and deglobalization, one thing has been made clear: no market, sector, or asset class is immune to the effects of rapidly changing market cycles.

All-Seasons Investing: The Case for a Diversified Asset Allocation

CTA: Differentiated Managed Futures ETF

The Simplify Managed Futures Strategy ETF is an absolute return fund that seeks long-term capital appreciation through systematic investing in futures.

CTA: Differentiated Managed Futures ETF

Simplify Provides Estimated Capital Gain Distribution Information for 2023

NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.

Simplify Provides Estimated Capital Gain Distribution Information for 2023

Don't Forget Managed Futures When Looking to Alternatives

Market volatility and ongoing investor uncertainty were hallmarks for much of the year. In an environment of elevated inflation and interest rates, advisors and investors increasingly turned to alternatives to diversify their portfolios.

Don't Forget Managed Futures When Looking to Alternatives

See News Rankings

Charts implemented using Lightweight Charts™