Simplify Propel Opportunities ETFSURI
SURI
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
1% more capital invested
Capital invested by funds: $207K [Q3] → $208K (+$1.9K) [Q4]
0.1% more ownership
Funds ownership: 0.2% [Q3] → 0.3% (+0.1%) [Q4]
33% less funds holding
Funds holding: 3 [Q3] → 2 (-1) [Q4]
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Research analyst outlook
We haven’t received any recent analyst ratings for SURI.
Financial journalist opinion
Positive
MarketBeat
2 months ago
High-Momentum ETFs Leading the Market This Year
The S&P 500 experienced an impressive return of close to 25% in 2024, significantly outpacing its average annual growth rate over the last several decades, which is much closer to 10%. After another strong year for the broader market, investors may have entered 2025 with outsized hopes that this momentum will continue.
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.
Positive
Zacks Investment Research
7 months ago
Best-Performing ETFs of Last Week
Wall Street delivered moderate performance last week.
Positive
Seeking Alpha
1 year ago
Simplify Propel Opportunities ETF: Healthcare Likely To Rise Again In FY24 And Beyond
The Simplify Propel Opportunities ETF (SURI) is a healthcare-based fund that provides exposure to global fixed income and equity markets in the healthcare sector. SURI has a since-inception return of -13%, but its recent performance has shown potential for growth. The fund offers a near-13% yield from its distributions, making it an attractive option for investors looking for fixed-income plays in the healthcare sector.
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.
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