AE Wealth Management LLC Purchases Shares of 406,813 Simplify Currency Strategy ETF $FOXY

AE Wealth Management LLC purchased a new stake in shares of Simplify Currency Strategy ETF (NYSEARCA:FOXY) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 406,813 shares of the company’s stock, valued at approximately $11,069,000. AE Wealth Management LLC owned 19.37% of Simplify Currency Strategy ETF as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in FOXY. BNP Paribas Financial Markets bought a new stake in shares of Simplify Currency Strategy ETF during the 3rd quarter valued at about $3,446,000. Key Capital Management INC bought a new position in shares of Simplify Currency Strategy ETF during the 4th quarter valued at approximately $2,184,000. Simplify Asset Management Inc. grew its stake in shares of Simplify Currency Strategy ETF by 16.4% during the 3rd quarter. Simplify Asset Management Inc. now owns 337,443 shares of the company’s stock valued at $9,303,000 after acquiring an additional 47,500 shares during the period. CreativeOne Wealth LLC grew its stake in shares of Simplify Currency Strategy ETF by 336.2% during the 3rd quarter. CreativeOne Wealth LLC now owns 49,584 shares of the company’s stock valued at $1,367,000 after acquiring an additional 38,218 shares during the period. Finally, Jane Street Group LLC bought a new position in shares of Simplify Currency Strategy ETF during the 1st quarter valued at approximately $560,000.

Simplify Currency Strategy ETF Trading Down 1.2%

Shares of NYSEARCA:FOXY opened at $29.03 on Friday. Simplify Currency Strategy ETF has a 12-month low of $23.92 and a 12-month high of $32.20. The stock has a 50 day moving average of $29.62 and a 200 day moving average of $28.49.

Simplify Currency Strategy ETF Company Profile

The Simplify Currency Strategy ETF (FOXY) is an exchange-traded fund that mostly invests in long global basket, short usd currency. The fund is an actively managed fund with long and short exposures in foreign currencies through forward contracts and swaps, as well as futures contracts. It employs a combination of mean-reversion strategy for G10 currencies and a carry strategy for emerging market currencies. FOXY was launched on Feb 3, 2025 and is issued by Simplify.