Simplify Managed Futures Strategy ETFCTA
CTA
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
725% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 4
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 3 articles about CTA published over the past 30 days
Positive
ETF Trends
6 days ago
Managed Futures Becoming a More Mainstream Alternative
ETFs expanded their market share in recent years by bringing mutual and hedge fund strategies to a wider variety of investors. Taking strategies previously locked behind high entry fees and significant management fees, ETFs work to broaden the investing playing field.
Positive
Seeking Alpha
1 week ago
A High-Yield Dividend Aristocrat Retirement Portfolio That Could Deliver Large Upside Potential In 2025
Combining Realty Income with British American Tobacco and Enterprise Products creates a nearly 7% yielding portfolio with a 20% conservative discount to fair value. The $1 Million Retirement Portfolio aims for 34% upside potential and 9% yield, outperforming traditional 60-40 portfolios with 72% less volatility. Concentrated excellence in Ultra SWANs can generate incredible income and Nasdaq-like 12% to 13% annual returns.
Neutral
Business Wire
2 weeks ago
BuildWithin Celebrates a Transformative Year of Innovation and Impact in 2024
WASHINGTON--(BUSINESS WIRE)--BuildWithin, the leading technology platform for workforce development, celebrates a milestone year marked by new technology launches, strategic partnerships, and impactful contributions to skills-based hiring and registered apprenticeship programs. In 2024, BuildWithin helped launch nearly 700 new registered apprenticeships, connecting job-seekers with more than 70 employers across the nation. Additionally, BuildWithin spearheaded the development of standards, curr.
Neutral
Seeking Alpha
1 month 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 month 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 month 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
1 month 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
1 month 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
1 month 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
3 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.
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