Simplify Managed Futures Strategy ETFCTA
CTA
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
560% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]
81% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 16
80% more capital invested
Capital invested by funds: $77.2M [Q2] → $139M (+$61.9M) [Q3]
49% more funds holding
Funds holding: 57 [Q2] → 85 (+28) [Q3]
12.3% more ownership
Funds ownership: 37.52% [Q2] → 49.81% (+12.3%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for CTA.
Financial journalist opinion
Based on 6 articles about CTA published over the past 30 days
Neutral
Seeking Alpha
1 week ago
CTA And BTAL: My Recommended S&P 500 Hedges
The S&P 500 has doubled in the last five years, raising concerns about a potential market top and the need for portfolio hedging. Traditional bonds have struggled due to rising interest rates; alternatives may offer better downside protection. Diversifying with alternatives, like CTA's managed futures or BTAL's market hedge, can reduce portfolio volatility and enhance risk-adjusted returns without significantly cutting equity exposure.
Negative
Seeking Alpha
1 week ago
Simplify's CTA: The Coveted Free Lunch
Diversification across asset classes mitigates risks and enhances portfolio resilience - the real "free lunch". Due to low expected correlations, the Simplify Managed Futures Strategy ETF can increase the Sharpe ratio of a portfolio or soften the blow of a drawdown during times of distress. I propose an allocation that could produce 11% annual returns over the next decade or more, at volatility and drawdowns that could be even lower than the stock market's.
Negative
Seeking Alpha
1 week ago
CTA: How To Reduce Portfolio Volatility With Actively Managed Futures
Allocating to alternative investments like commodities can hedge against inflation and fiat currency volatility, reducing portfolio risk. The Simplify Managed Futures Strategy ETF offers a long-short futures strategy with a low correlation to equities, outperforming passive commodity funds. CTA's active management and trend-focused models provide strong risk-adjusted returns. Since its inception, it has been among the few to have positive returns and a low-to-negative equity correlation.
Positive
Seeking Alpha
2 weeks ago
4 ETFs To Build The Ultimate 7.4% Yielding Retirement Portfolio In 2025
The US stock market has had its best 2-year period since 1998-1999, and many investors worry about an impending crash. The 60-40 failed in 2022's inflation spike bear market, suffering its worst return since 1937. 4 ETFs combine to create a far superior 7.4% yielding alternative to the 60-40 retirement portfolio, historically falling 71% less than the market during downturns.
Positive
Seeking Alpha
3 weeks ago
How JEPI And CTA Can Potentially Deliver 10% Yields And Gains In Most Corrections
Combining JEPI and CTA ETFs creates a 10% yielding hedge fund portfolio that has historically generated double-digit returns, with 85% less volatility than the S&P. JEPI's covered call strategy and CTA's trend-following approach, including unique asset classes, creates one of the best low-cost hedge fund options I've ever found. Since CTA's inception, the JEPI + CTA combo has captured -13% of the market's downside in falling markets, and the average return in a down month for US stocks +0.6%.
Neutral
Business Wire
3 weeks 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
2 months ago
The 6 ETFs I'll Be Buying In 2025 (And You Might Want To Buy Them Too)
ETFs mitigate risks associated with individual stocks, which can suffer permanent catastrophic returns or bankruptcy, even AAA-rated companies like Microsoft and Johnson & Johnson. My ZEUS Family Portfolio for 2025 will buy six ETFs, aiming for a 6.5% long-term annual withdrawal rate, including charity and living expenses. Dividend-focused ETFs like SCHD and DGRW don't meet my portfolio's return potential, but growth and hedging ETFs, like the Mount Lucas managed futures ETF, offer significant benefits.
Positive
Seeking Alpha
2 months ago
A Hedge You Get Paid To Own
CTA has not only helped bolster portfolios during an equity market downturn, but has also delivered impressive gains in 2024 as stocks have risen. Trend diversifies your portfolio with a unique convexity strategy. Another huge component of the strong absolute returns in CTA is the exploitation of structural carry opportunities across rate and commodity futures markets.
Neutral
Seeking Alpha
5 months ago
Undercovered Dozen ETF Edition: China, Bitcoin, Cybersecurity, Motley Fool +
This ETF Edition highlights 12 less covered exchange-traded fund ideas on Seeking Alpha from June 1st - July 15th. ETFs in our first edition include Saba Closed-End Funds, iShares 20+ Year Treasury Bond BuyWrite Strategy, Global X Russell 2000 Covered Call, Invesco S&P 500 GARP, and more. Managed futures are in focus with one ETF idea where the author writes they "offer potential for maximizing income, boosting returns, and reducing volatility in a portfolio".
Positive
Seeking Alpha
6 months ago
CTA: 5 Reasons I Added This 7.6% Yielding ETF To My Portfolio
I am thrilled to learn new investing concepts, and adapt them into tools that help my family and others build bunker portfolios optimized for your needs. Managed futures, specifically Simplify Managed Futures Strategy ETF, offer potential for maximizing income, boosting returns, and reducing volatility in a portfolio. CTA has shown superior historical returns, consistent dividends, and unique strategies that could potentially outperform its peers by 3% per year.
Charts implemented using Lightweight Charts™