Simplify Managed Futures Strategy ETF $CTA is Theory Financial LLC’s 4th Largest Position

Theory Financial LLC boosted its position in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTAFree Report) by 71.5% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 338,200 shares of the company’s stock after acquiring an additional 141,052 shares during the period. Simplify Managed Futures Strategy ETF comprises 3.6% of Theory Financial LLC’s investment portfolio, making the stock its 4th biggest holding. Theory Financial LLC owned about 0.65% of Simplify Managed Futures Strategy ETF worth $10,220,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. MBM Wealth Consultants LLC purchased a new stake in shares of Simplify Managed Futures Strategy ETF during the 1st quarter worth $28,000. WFA of San Diego LLC acquired a new position in shares of Simplify Managed Futures Strategy ETF during the second quarter worth $36,000. Comerica Bank increased its holdings in Simplify Managed Futures Strategy ETF by 71,450.0% in the third quarter. Comerica Bank now owns 1,431 shares of the company’s stock valued at $40,000 after buying an additional 1,429 shares during the last quarter. Fifth Third Bancorp purchased a new position in Simplify Managed Futures Strategy ETF in the first quarter valued at $43,000. Finally, Private Trust Co. NA raised its stake in Simplify Managed Futures Strategy ETF by 86.7% in the fourth quarter. Private Trust Co. NA now owns 1,845 shares of the company’s stock valued at $50,000 after buying an additional 857 shares in the last quarter.

Simplify Managed Futures Strategy ETF Stock Performance

Simplify Managed Futures Strategy ETF stock opened at $26.82 on Thursday. The stock’s fifty day moving average is $28.51 and its two-hundred day moving average is $29.00. Simplify Managed Futures Strategy ETF has a 1-year low of $25.64 and a 1-year high of $32.76.

Simplify Managed Futures Strategy ETF Company Profile

(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.

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

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