Compound Planning Inc. Has $10.12 Million Stake in Simplify Managed Futures Strategy ETF $CTA

Compound Planning Inc. grew its stake in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA) by 22.2% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 371,201 shares of the company’s stock after purchasing an additional 67,531 shares during the period. Compound Planning Inc.’s holdings in Simplify Managed Futures Strategy ETF were worth $10,119,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC lifted its holdings in shares of Simplify Managed Futures Strategy ETF by 39.5% in the fourth quarter. Brighton Jones LLC now owns 27,251 shares of the company’s stock valued at $760,000 after purchasing an additional 7,710 shares in the last quarter. Royal Bank of Canada grew its holdings in Simplify Managed Futures Strategy ETF by 86.3% during the first quarter. Royal Bank of Canada now owns 104,993 shares of the company’s stock worth $3,108,000 after buying an additional 48,646 shares in the last quarter. NewEdge Advisors LLC purchased a new stake in Simplify Managed Futures Strategy ETF in the 1st quarter valued at $321,000. Northwestern Mutual Wealth Management Co. purchased a new stake in Simplify Managed Futures Strategy ETF in the 2nd quarter valued at $88,000. Finally, Baird Financial Group Inc. lifted its stake in Simplify Managed Futures Strategy ETF by 164.0% during the 2nd quarter. Baird Financial Group Inc. now owns 74,832 shares of the company’s stock valued at $2,001,000 after acquiring an additional 46,482 shares in the last quarter.

Simplify Managed Futures Strategy ETF Stock Performance

Shares of NYSEARCA:CTA opened at $27.20 on Friday. The stock’s fifty day simple moving average is $30.00 and its two-hundred day simple moving average is $29.10. Simplify Managed Futures Strategy ETF has a 1-year low of $26.36 and a 1-year high of $32.76.

About Simplify Managed Futures Strategy ETF

The Simplify Managed Futures Strategy ETF (CTA) is an exchange-traded fund that mostly invests in global macro alternatives. The fund seeks absolute returns that have low correlation to the equities market. The actively managed fund uses futures in commodity, currency, and fixed income. CTA was launched on Mar 7, 2022 and is managed by Simplify.