Simplify Managed Futures Strategy ETF $CTA Holdings Increased by Principia Wealth Advisory LLC

Principia Wealth Advisory LLC lifted its stake in Simplify Managed Futures Strategy ETF (NYSEARCA:CTAFree Report) by 47.1% in the second quarter, HoldingsChannel reports. The fund owned 140,243 shares of the company’s stock after purchasing an additional 44,936 shares during the quarter. Simplify Managed Futures Strategy ETF makes up 0.8% of Principia Wealth Advisory LLC’s holdings, making the stock its 18th largest holding. Principia Wealth Advisory LLC’s holdings in Simplify Managed Futures Strategy ETF were worth $3,638,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Signature Equity Partners LLC increased its stake in shares of Simplify Managed Futures Strategy ETF by 639.2% during the first quarter. Signature Equity Partners LLC now owns 887 shares of the company’s stock valued at $27,000 after acquiring an additional 767 shares during the period. MBM Wealth Consultants LLC acquired a new stake in Simplify Managed Futures Strategy ETF in the first quarter worth approximately $28,000. Compass Financial Management LLC bought a new position in Simplify Managed Futures Strategy ETF during the 2nd quarter valued at $26,000. Montgomery Financial Services LLC bought a new stake in shares of Simplify Managed Futures Strategy ETF in the 2nd quarter worth $33,000. Finally, WFA of San Diego LLC bought a new stake in shares of Simplify Managed Futures Strategy ETF in the 2nd quarter worth $36,000.

Simplify Managed Futures Strategy ETF Price Performance

Shares of CTA stock opened at $28.44 on Monday. The stock has a 50-day simple moving average of $27.06 and a 200 day simple moving average of $28.84. Simplify Managed Futures Strategy ETF has a fifty-two week low of $25.39 and a fifty-two week high of $32.76.

About Simplify Managed Futures Strategy ETF

(Free Report)

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.

See Also

Want to see what other hedge funds are holding CTA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Simplify Managed Futures Strategy ETF (NYSEARCA:CTAFree Report).

Institutional Ownership by Quarter for Simplify Managed Futures Strategy ETF (NYSEARCA:CTA)

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