Simplify Stable Income ETFBUCK
BUCK
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
52% more funds holding
Funds holding: 33 [Q3] → 50 (+17) [Q4]
25% more capital invested
Capital invested by funds: $156M [Q3] → $195M (+$38.5M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
5.9% less ownership
Funds ownership: 79.18% [Q3] → 73.28% (-5.9%) [Q4]
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Research analyst outlook
We haven’t received any recent analyst ratings for BUCK.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
BUCK The Trend 2.0: Seek Attractive Yields Without Chasing Credit Risk
U.S. Treasury Bill yields have been trending lower since last July as interest rate cuts started to be priced into the market. The Simplify Treasury Option Income ETF is a yield-enhanced Treasury Bill fund. This ETF looks to maximize Treasury Bill total returns while targeting a duration of one year or less and additionally looks to enhance yield via structural alpha by selling options on Treasuries. In our view, option-based convexity risk is much more compelling than credit risk right now given that the MOVE Index remains elevated and credit spreads are very tight.
Positive
Seeking Alpha
2 months ago
BUCK: This Is Not A Cash Alternative (Rating Upgrade)
I initially rated BUCK as Sell due to volatility and unpredictability, but new information regarding BUCK's operational strategy prompted me to upgrade my rating. BUCK offers 2-3% higher yields than short-term US treasuries, making it a viable high-yield bond alternative with lower volatility. Though it's still not suitable as a short-term cash alternative, income investors can appreciate BUCK's higher income and lower volatility compared to traditional high yield bonds.
Neutral
Business Wire
3 months ago
New Fund Name for Simplify Stable Income ETF (BUCK)
NEW YORK--(BUSINESS WIRE)--Simplify Stable Income ETF (BUCK) has been renamed as Simplify Treasury Option Income ETF, effective October 29, 2024.
Positive
Seeking Alpha
3 months ago
I'm Seeking Up To 8% Yields For My Cash, Here Are My 3 Favorite ETFs
As clients inquire about next year's income, I recommend three favorite income funds to include in their portfolios. These funds are designed to generate reliable income and are primarily non-equity based, offering diversification. The funds have been selected based on their performance, stability, and potential to provide consistent returns.
Neutral
Business Wire
3 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
Seeking Alpha
4 months ago
BUCK The Trend: Seek Attractive Yields Without Chasing Credit Risk
Treasury Bill yields have been declining due to anticipated interest rate cuts, prompting investors to seek alternatives to money market funds. BUCK's strategy leverages high demand for Treasury options to generate additional income, focusing on convexity risk over credit risk. Investors seeking a cash alternative with higher total returns and minimal credit risk should consider BUCK, despite accepting some volatility.
Neutral
Seeking Alpha
4 months ago
BUCK: The Risks Have Not Paid Off
BUCK's option writing strategy has not consistently outperformed U.S. treasuries, despite the higher volatility and risk. The fund's NAV decline and tie to SVOL raise concerns about its long-term viability and investor interest. Consider alternatives like covered call equities for similar yields and higher total returns or U.S. treasuries and CSHI for lower volatility.
Positive
Seeking Alpha
6 months ago
BUCK: Harvesting Interest Rate Volatility Premium To Boost Treasury Returns
The BUCK ETF is marketed as a cash replacement tool. It writes options on interest rate indices and bond futures to boost treasury returns. BUCK's 1-year total return of 6.3% is comparable to JPST but it exhibits higher price volatility than comparable cash replacement funds. I personally prefer JPST and JAAA's modest credit exposures, as credit markets are relatively easier to monitor.
Neutral
Seeking Alpha
9 months ago
BUCK: Income ETF Focusing On T-Bills And Options, Ineffective Strategy
BUCK focuses on short-term treasuries and uses option strategies to boost income. The fund has a 6.8% dividend yield and relatively low risk and volatility compared to other bond sub-asset classes. However, BUCK's strategy has not been effective in the past and has underperformed t-bills since inception.
Positive
Seeking Alpha
9 months ago
BUCK: Yield Enhancement Via Bond Futures
BUCK ETF seeks to boost the yield on short-term treasuries through option strategies. The fund uses a combination of treasury bills and options on bond futures. BUCK has underperformed peers like SGOV (simple treasury ETF) over the past year. While lower risk, BUCK's option plays haven't delivered positive net results.
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