Compound Planning Inc. Buys Shares of 303,670 Simplify Managed Futures Strategy ETF $CTA

Compound Planning Inc. purchased a new stake in Simplify Managed Futures Strategy ETF (NYSEARCA:CTA) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 303,670 shares of the company’s stock, valued at approximately $8,494,000. Compound Planning Inc. owned approximately 0.72% of Simplify Managed Futures Strategy ETF at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC raised 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 worth $760,000 after acquiring an additional 7,710 shares during the last quarter. Royal Bank of Canada increased its position in Simplify Managed Futures Strategy ETF by 86.3% during the 1st quarter. Royal Bank of Canada now owns 104,993 shares of the company’s stock worth $3,108,000 after purchasing an additional 48,646 shares in the last quarter. NewEdge Advisors LLC acquired a new position in Simplify Managed Futures Strategy ETF in the 1st quarter valued at about $321,000. Envestnet Asset Management Inc. lifted its holdings in Simplify Managed Futures Strategy ETF by 38.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 635,079 shares of the company’s stock valued at $16,982,000 after purchasing an additional 176,514 shares in the last quarter. Finally, Delta Investment Management LLC purchased a new position in Simplify Managed Futures Strategy ETF in the 2nd quarter valued at about $944,000.

Simplify Managed Futures Strategy ETF Trading Up 0.7%

Shares of NYSEARCA CTA opened at $30.01 on Tuesday. The company has a 50-day simple moving average of $28.05 and a 200-day simple moving average of $27.73. Simplify Managed Futures Strategy ETF has a 12 month low of $26.36 and a 12 month high of $30.12.

Simplify Managed Futures Strategy ETF Dividend Announcement

The company also recently announced a monthly dividend, which was paid on Friday, January 30th. Shareholders of record on Tuesday, January 27th were paid a $0.10 dividend. This represents a c) annualized dividend and a yield of 4.0%. The ex-dividend date of this dividend was Tuesday, January 27th.

Simplify Managed Futures Strategy ETF Profile

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.