Simplify Market Neutral Equity Long/Short ETFEQLS
EQLS
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 [Q2] → 8 (+1) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
1.59% less ownership
Funds ownership: 93.95% [Q2] → 92.35% (-1.59%) [Q3]
10% less capital invested
Capital invested by funds: $147M [Q2] → $133M (-$14M) [Q3]
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Research analyst outlook
We haven’t received any recent analyst ratings for EQLS.
Financial journalist opinion
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.
Neutral
Seeking Alpha
4 weeks ago
SQQQ, EQLS, And Fighting The Urge To Short
The UltraPro Short QQQ ETF is highly risky for retail investors due to its leverage and potential for total loss over time. Fundamental and technical indicators suggest the Nasdaq-100 is overextended, but timing a short position is extremely challenging and risky. Simplify Market Neutral Equity Long/Short ETF offers a safer alternative for aggressive investors, balancing long and short positions without market risk.
Negative
Seeking Alpha
3 months ago
EQLS: Checking In On This Simplify Long Short Equity ETF
The Simplify Market Neutral Equity Long/Short ETF (EQLS) has underperformed its peers in 2024, primarily due to its sector positioning. EQLS has been net short defensive sectors like Utilities and Healthcare, while being net long Information Technology and Financials. This positioning has been unfavorable given the strong performance of defensives. The fund's performance is highly dependent on the portfolio manager's ability to identify undervalued and overvalued pairs of stocks.
Neutral
Seeking Alpha
6 months ago
EQLS: A Market-Neutral ETF That Manages Leverage-Risk Well
Market Neutral Fund with outperformance and underperformance relative to the market. Leveraged returns amplify market-neutral strategy movements. Simplify's risk reduction of leverage through dynamic exposure management is a key feature of EQLS ETF.
Negative
Seeking Alpha
6 months ago
EQLS: AI-Powered Long-Short ETF
Simplify Market Neutral Equity Long/Short ETF implements a leveraged long-short stock strategy based on machine learning. The EQLS ETF is net long in financials and energy, and net short in healthcare and consumer staples. Over the last 11 months, EQLS has underperformed a T-bill ETF and two market-neutral ETFs.
Neutral
Business Wire
7 months ago
New Advisor for Simplify Market Neutral Equity Long/Short ETF
NEW YORK--(BUSINESS WIRE)--Simplify Asset Management Inc. (“SAMI”) announces that Simplify EQLS LLC (the “New Manager') will assume role as investment advisor of EQLS.
Negative
Seeking Alpha
9 months ago
EQLS: Market-Neutral Not A Good Play While Tech Is Still Dominant
The current market is heavily skewed towards tech, making it difficult to generate alpha without a tech-heavy portfolio. The Simplify Market Neutral Equity Long/Short ETF is a relative newcomer that aims to provide both long and short exposure to a selection of equities. However, EQLS's market-neutral strategy is not designed for the current tech-heavy market, and it has failed to fulfill its investment objective.
Positive
Seeking Alpha
10 months ago
EQLS: High Yielding Long/Short Equity Fund From Simplify
Simplify Asset Management is an innovative ETF manager that offers alternative strategies previously only available to institutional investors.
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.
Positive
ETF Trends
1 year ago
Simplify's SPQ Adds QIS Overlay to Core US Equity Exposure
Simplify Asset Management has expanded its fund lineup with the new Simplify US Equity PLUS QIS ETF (NYSE Arca: SPQ). The fund seeks long-term capital appreciation by overlaying a basket of quantitative investment strategies on top of core U.S. equity exposure.
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