Simplify Managed Futures Strategy ETF

CTA

Market cap $1.15B

Overview Fund Activity

27.43 USD

+0.13

0.48%

At close Updated Sep 12, 4:00 PM EDT

1 day

0.48%

5 days

0.44%

1 month

0.85%

3 months

-2.52%

6 months

-5.77%

Year to date

-1.97%

1 year

4.26%

5 years

8.5%

10 years

8.5%

Materials Chemicals

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

147% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 19

137% more call options, than puts

Call options by funds: $987K | Put options by funds: $417K

71% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 48

19% more capital invested

Capital invested by funds: $526M [Q1] → $626M (+$99.8M) [Q2]

15% more funds holding

Funds holding: 162 [Q1] → 187 (+25) [Q2]

3.92% more ownership

Funds ownership: 55.19% [Q1] → 59.1% (+3.92%) [Q2]

8% less funds holding in top 10

Funds holding in top 10: 13 [Q1] → 12 (-1) [Q2]

See Fund Rankings

Financial journalist opinion

CTA: Understanding Managed Futures ETFs

Simplify Managed Futures Strategy ETF offers managed futures exposure, with a strong, experienced team, and what I thought was a fair 0.76% expense ratio, until I found otherwise. Despite a solid strategy and professional management, CTA has struggled to deliver meaningful capital appreciation, with returns driven mainly by distributions, not NAV growth. Recent performance shows net losses from futures contracts overshadowing interest income, resulting in lumpy dividends and disappointing price performance.

CTA: Understanding Managed Futures ETFs

CTA: A Solid Income Investment That Isn't Correlated With Equities

The Simplify Managed Futures Strategy ETF offers stable and substantive income without excessive risk. This fund has shown to have a strategy that works even in more adverse market conditions. CTA is not correlated with equities, this income-investment should continue to offer consistent payouts even if volatility levels rise.

CTA: A Solid Income Investment That Isn't Correlated With Equities

CTA: Stop Buying Bonds And Start Adding Managed Futures

Simplify Managed Futures Strategy ETF is a solid 'managed futures' ETF, sporting a robust track record of positive total returns through market drawdowns. With little exposure to traditional market correlations, it's a proven hedge. We think it's a superior option to bonds, which have failed in this role as of late. As markets become more correlated, options like CTA add meaningful diversification to your portfolio. We rate CTA a 'Buy'.

CTA: Stop Buying Bonds And Start Adding Managed Futures

CNBC Television

ETF Edge: Moody's downgrade, ETFs with hedge fund strategies and product overload

Paisley Nardini, Simplify Asset Management managing director and portfolio manager, and Dave Nadig, financial futurist, join Dom Chu on “ETF Edge” to talk about new investor optimism, ETFs adopting a hedge fund- like strategy and what these funds can do for investors now.

ETF Edge: Moody's downgrade, ETFs with hedge fund strategies and product overload

Managed Futures ETFs Rising to Diversification Call

April was volatile and challenging for investors. We wrapped up the month with the S&P 500 still down about 8% and the Nasdaq Composite down about 10% so far in 2025.

Managed Futures ETFs Rising to Diversification Call

CTA: Managed Futures ETF, Strong Diversifier Choice For Volatile Times

CTA is an actively-managed, multi-asset class, long-short futures ETF. The fund has outperformed its managed futures peers since inception, slightly underperformed the S&P 500. Risk and volatility are somewhat complicated, but the fund could serve to decrease risk at the portfolio level.

CTA: Managed Futures ETF, Strong Diversifier Choice For Volatile Times

Investors Business Daily

Best ETFs Now That The Magnificent Seven Aren't Working Anymore

For most of 2023 and 2024, stock investors didn't need to worry much about strategy or picking the best ETFs. The post Best ETFs Now That The Magnificent Seven Aren't Working Anymore appeared first on Investor's Business Daily.

Best ETFs Now That The Magnificent Seven Aren't Working Anymore

Zacks Investment Research

Consider These Human Capital Management Stocks Amid a Resurgence in Market Volatility

The necessity for human capital management (HCM) solution providers is intriguing, especially those that offer payroll services as they should be relatively unaffected by tariffs.

Consider These Human Capital Management Stocks Amid a Resurgence in Market Volatility

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.

CTA: Looks Like A Genuine Diversifier To The 60/40 Portfolio

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.

These 6 Ultra SWANs Are My Family's Financial Safety Net - They Could Be Yours As Well

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