Simplify Short Term Treasury Futures Strategy ETFTUA
TUA
0
Funds holding %
of 7,363 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
58% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 19
17.4% more ownership
Funds ownership: 50.18% [Q3] → 67.57% (+17.4%) [Q4]
17% more capital invested
Capital invested by funds: $301M [Q3] → $351M (+$50.3M) [Q4]
16% more funds holding
Funds holding: 69 [Q3] → 80 (+11) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 8 [Q3] → 8 (+0) [Q4]
37% less call options, than puts
Call options by funds: $518K | Put options by funds: $819K
Research analyst outlook
We haven’t received any recent analyst ratings for TUA.
Financial journalist opinion
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
3 months ago
TUA: Favorable Reward To Risk (Upgrade)
The Simplify Short-Term Treasury Futures Strategy ETF offers a levered bet on 2-year treasury futures. Market expectations for aggressive Fed rate cuts have shifted to a more hawkish stance due to stalled inflation improvements and a stronger-than-expected economy. Despite potential inflationary fiscal policies from President Trump, the Fed is unlikely to raise rates, aligning with political pressures and historical precedents.
Neutral
ETF Trends
5 months ago
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%.
Positive
Seeking Alpha
6 months ago
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.
Positive
Seeking Alpha
7 months ago
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.
Negative
Seeking Alpha
11 months ago
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.
Neutral
Seeking Alpha
1 year ago
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.
Positive
Seeking Alpha
1 year ago
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.
Positive
Seeking Alpha
1 year ago
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.
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.
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