Simplify Short Term Treasury Futures Strategy ETFTUA
TUA
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
88% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 16
0% more funds holding in top 10
Funds holding in top 10: 8 [Q2] → 8 (+0) [Q3]
8% less funds holding
Funds holding: 75 [Q2] → 69 (-6) [Q3]
12% less capital invested
Capital invested by funds: $344M [Q2] → $301M (-$42.7M) [Q3]
13% less call options, than puts
Call options by funds: $687K | Put options by funds: $786K
13.86% less ownership
Funds ownership: 64.03% [Q2] → 50.18% (-13.86%) [Q3]
26% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 23
Research analyst outlook
We haven’t received any recent analyst ratings for TUA.
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.
Positive
Seeking Alpha
1 month 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
3 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
4 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
5 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
8 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
10 months 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
11 months 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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