Simplify Short Term Treasury Futures Strategy ETF
TUA

$23.36

0.19%

Market Cap: $631M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

33% more funds holding in top 10

Funds holding in top 10: 6 [Q1] → 8 (+2) [Q2]

5% more capital invested

Capital invested by funds: $327M [Q1] → $343M (+$15.6M) [Q2]

7.39% less ownership

Funds ownership: 71.31% [Q1] → 63.92% (-7.39%) [Q2]

9% less funds holding

Funds holding: 80 [Q1] → 73 (-7) [Q2]

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

93% less call options, than puts

Call options by funds: $190K | Put options by funds: $2.64M

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Research analyst outlook

We haven’t received any recent analyst ratings for TUA.

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Financial journalist opinion

New Simplify Bond ETF Uses Muni Income Strategy

On Tuesday, Simplify Asset Management unveiled the next addition to its bond ETF library: the Simplify National Muni Bond ETF (NMB). Primarily, NMB seeks to provide income for its investors, and has a net expense ratio of 0.52%.

New Simplify Bond ETF Uses Muni Income Strategy

Still A Great Opportunity To Invest In TUA

The Federal Reserve left rates on hold at the July 31st meeting, and they have now been on hold for over a year. TUA ETF has about 5 times exposure to the 2-year U.S. Treasury Note, giving it a duration of about 8 to 9 years. The 2-year part of the yield curve will benefit the most when the Fed starts to ease monetary policy, and TUA is a good option to express this idea.

Still A Great Opportunity To Invest In TUA

TUA: Positive Yielding Hedge Against Economic Downturn

The Simplify Short-Term Treasury Futures Strategy ETF is a levered bet on lower short-term interest rates. In recent weeks, investor sentiment has once again swung in the direction of imminent rate cuts, boosting TUA's valuation. However, I believe the Fed may be more patient than pundits, as they may not want to repeat last year's mistake of loosening monetary policy prematurely.

TUA: Positive Yielding Hedge Against Economic Downturn

TUA: When Facts Change (Rating Downgrade)

The Simplify Short-Term Treasury Futures Strategy ETF is a levered bet on lower short-term interest rates. The TUA ETF may face headwinds as the American economy appears stronger than expected, potentially delaying or reducing interest rate cuts by the Federal Reserve. Since 2-year yields are closely tied to the Fed's monetary policies, if the Fed cuts less than 3 times, then 2-year yields may rise, pressuring the TUA ETF.

TUA: When Facts Change (Rating Downgrade)

TUA: Higher For Longer Redux?

The TUA ETF is a leveraged bet on declining short-term interest rates. Expectations for the first rate cut have been pushed back, resulting in an increase in 2-year yields and losses for the TUA ETF. Despite the recent losses, investors should not bail on the TUA ETF as current 2-year yields now are consistent with the Fed's projections.

TUA: Higher For Longer Redux?

TUA: Treasury Futures ETF, 4.9% Yield, Positive Prospects

I covered TUA last April and a reader has asked for an update since interest rates are expected to decrease in 2024. TUA invests in short-term treasury futures. It aims for similar risk to medium-term treasuries, but with higher yields and returns. Although the fund has failed to live up to its potential in the past, the future looks rosier.

TUA: Treasury Futures ETF, 4.9% Yield, Positive Prospects

TUA: Revisiting Post December FOMC, Upgrade To Buy

Simplify recently released a deep dive video, confirming my prior understanding of the fund. The Fed recently suggest peak short-term rates have been reached. Looking forward, TUA looks fairly priced in a 'soft landing' scenario. However, there is upside in a 'hard landing' scenario. Given attractive risk/rewards, I am raising the TUA to a buy.

TUA: Revisiting Post December FOMC, Upgrade To Buy

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.

Simplify Provides Estimated Capital Gain Distribution Information for 2023

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