Simplify Opportunistic Income ETFCRDT
CRDT
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more funds holding
Funds holding: 4 [Q3] → 6 (+2) [Q4]
3% more capital invested
Capital invested by funds: $54.4M [Q3] → $56M (+$1.6M) [Q4]
0.15% less ownership
Funds ownership: 73.26% [Q3] → 73.11% (-0.15%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for CRDT.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
Opportunistic Bond Investing With CRDT: Less 'Fixed,' More 'Income'
In contrast to many bond funds that maintain fairly static or fixed positions that mimic their benchmarks, CRDT aims to invest where there is value. In so doing, it seeks to generate income and return and can play a pivotal role as part of a well-diversified overall portfolio. CRDT employs a quantitative approach for monitoring relationships between sectors, issuers, and securities. The goal is to identify mispricings where payoff profiles are highly asymmetric. CRDT aims to exploit market inefficiencies in the valuation of complex and difficult-to-model securities.
Neutral
Business Wire
5 months ago
Simplify Provides Estimated Capital Gain Distribution Information for 2024
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
Neutral
Business Wire
1 year ago
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.
Positive
ETF Trends
1 year ago
Simplify's SPQ Adds QIS Overlay to Core US Equity Exposure
Simplify Asset Management has expanded its fund lineup with the new Simplify US Equity PLUS QIS ETF (NYSE Arca: SPQ). The fund seeks long-term capital appreciation by overlaying a basket of quantitative investment strategies on top of core U.S. equity exposure.
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