Simplify Managed Futures Strategy ETFCTA
CTA
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
433% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 12
333% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 13 (+10) [Q1 2025]
175% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 24
114% more capital invested
Capital invested by funds: $240M [Q4 2024] → $514M (+$274M) [Q1 2025]
48% more funds holding
Funds holding: 109 [Q4 2024] → 161 (+52) [Q1 2025]
1.23% less ownership
Funds ownership: 55.11% [Q4 2024] → 53.88% (-1.23%) [Q1 2025]
32% less call options, than puts
Call options by funds: $326K | Put options by funds: $477K
Research analyst outlook
We haven’t received any recent analyst ratings for CTA.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
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'.
Neutral
CNBC Television
3 weeks ago
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.
Positive
ETF Trends
1 month ago
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.
Negative
Seeking Alpha
1 month ago
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.
Neutral
Investors Business Daily
2 months ago
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.
Neutral
Zacks Investment Research
2 months ago
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.
Positive
Seeking Alpha
2 months 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
3 months 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
3 months 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
3 months 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.
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