Simplify Managed Futures Strategy ETFCTA
CTA
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
300% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 8
114% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 22
70% more capital invested
Capital invested by funds: $139M [Q3] → $237M (+$97.7M) [Q4]
50% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]
26% more funds holding
Funds holding: 86 [Q3] → 108 (+22) [Q4]
5.54% more ownership
Funds ownership: 48.94% [Q3] → 54.48% (+5.54%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for CTA.
Financial journalist opinion
Based on 3 articles about CTA published over the past 30 days
Positive
Seeking Alpha
1 week ago
CTA: Looks Like A Genuine Diversifier To The 60/40 Portfolio
The Simplify Managed Futures Strategy ETF uses a quantitative model for managed futures, aiming for absolute returns with low correlation to equities and support in risk-off events. The fund's trend-following strategy, complemented by non-trend models and the carry factor, helps achieve diversification and improved risk/reward characteristics. Despite a 0.76% expense ratio, the ETF's complex strategies and access to unique instruments justify its cost for long-term portfolio diversification.
Positive
Seeking Alpha
4 weeks ago
These 6 Ultra SWANs Are My Family's Financial Safety Net - They Could Be Yours As Well
My family's hedge fund, ZEUS LEGACY, has restructured its portfolio to focus on six Ultra SWANs that balance high yield, hyper-growth, and strong hedging strategies. A $1.3 million emergency asset sale was executed to create a fund to evacuate family members from Ukraine and cover major home repair emergencies. Despite selling non-core positions, the portfolio remains heavily invested in Nvidia, Simplify Managed Futures, Amazon, British American Tobacco, Enbridge, Realty Income, and Brookfield Asset.
Positive
Seeking Alpha
4 weeks ago
The Ultimate ETF Portfolio: Yield, Growth, And Protection Against Market Chaos
Weaker-than-expected services PMI, declining home sales, and deteriorating consumer confidence triggered fears of slowing growth, amplifying a market downturn triggered by a $2.7 trillion options expiration. Goldman Sachs, Morgan Stanley, and JPMorgan estimate recession probabilities between 15-35%, suggesting that while economic growth is slowing, a severe downturn remains unlikely. This portfolio combines a high-yield covered-call ETF (JEPI), a deep-value ETF (VFLO), a hyper-growth ETF (MGK), and a managed futures ETF (CTA) to provide a 6% yield with 47% lower volatility.
Negative
Seeking Alpha
1 month ago
The Ultimate Trade War Hedge: Why I Trust CTA With 56% Of My Portfolio
Simplify's Managed Futures Strategy ETF focuses on commodities and bonds. It uses trend, carry, and relative value techniques to capture large directional moves while avoiding "de‐worsification." Among all managed futures funds, CTA boasts the highest negative downside capture ratio. It shines during bear markets while delivering positive returns in most bull markets, a near‐ideal scenario. With tariffs looming and supply chains uncertain, CTA's long commodities (such as coffee, corn, and natural gas) and flexible short positions offer a dynamic hedge against global disruptions.
Positive
Seeking Alpha
1 month ago
CTA: I'm Upping My Exposure To Managed Futures (Rating Upgrade)
I recommend the Simplify Managed Futures Strategy ETF as a hedge due to its positive returns in various market conditions and strong performance since inception. CTA's active management by Altis Partners has proven effective, with strategic long/short positions in commodities and treasuries, demonstrating keen trend-spotting abilities. Despite its high turnover and opaque strategy, CTA's 10.62% yield and diversification benefits make it suitable for aggressive and moderate investors with varying allocations.
Positive
ETF Trends
1 month ago
Simplify Launches New Foreign Currency ETF
Today, Simplify Asset Management unveiled its latest fund, the Simplify Currency Strategy ETF (FOXY). FOXY uses a foreign currency strategy to provide capital gains for its investors.
Positive
CNBC Television
1 month ago
Here are some ETFs that protect against inflation risk, with Astoria Portfolio Advisors' John Davi
John Davi, Astoria Portfolio Advisors Founder & CEO, joins CNBC's Courtney Reagan on ‘ETF Edge' to discuss Astoria's top ideas on how to hedge against tariff risks.
Positive
ETF Trends
2 months ago
Managed Futures Becoming a More Mainstream Alternative
ETFs expanded their market share in recent years by bringing mutual and hedge fund strategies to a wider variety of investors. Taking strategies previously locked behind high entry fees and significant management fees, ETFs work to broaden the investing playing field.
Positive
Seeking Alpha
2 months ago
A High-Yield Dividend Aristocrat Retirement Portfolio That Could Deliver Large Upside Potential In 2025
Combining Realty Income with British American Tobacco and Enterprise Products creates a nearly 7% yielding portfolio with a 20% conservative discount to fair value. The $1 Million Retirement Portfolio aims for 34% upside potential and 9% yield, outperforming traditional 60-40 portfolios with 72% less volatility. Concentrated excellence in Ultra SWANs can generate incredible income and Nasdaq-like 12% to 13% annual returns.
Neutral
Business Wire
2 months ago
BuildWithin Celebrates a Transformative Year of Innovation and Impact in 2024
WASHINGTON--(BUSINESS WIRE)--BuildWithin, the leading technology platform for workforce development, celebrates a milestone year marked by new technology launches, strategic partnerships, and impactful contributions to skills-based hiring and registered apprenticeship programs. In 2024, BuildWithin helped launch nearly 700 new registered apprenticeships, connecting job-seekers with more than 70 employers across the nation. Additionally, BuildWithin spearheaded the development of standards, curr.
Charts implemented using Lightweight Charts™