Mather Group LLC. Purchases New Holdings in Simplify Currency Strategy ETF $FOXY

Mather Group LLC. purchased a new position in Simplify Currency Strategy ETF (NYSEARCA:FOXY) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 30,387 shares of the company’s stock, valued at approximately $812,000. Mather Group LLC. owned approximately 0.39% of Simplify Currency Strategy ETF as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the stock. Gradient Investments LLC acquired a new stake in shares of Simplify Currency Strategy ETF in the third quarter valued at $44,870,000. Bank of America Corp DE boosted its holdings in Simplify Currency Strategy ETF by 441.2% in the first quarter. Bank of America Corp DE now owns 276,000 shares of the company’s stock valued at $8,070,000 after purchasing an additional 225,000 shares during the period. Elevated Capital Advisors LLC acquired a new position in Simplify Currency Strategy ETF during the 1st quarter worth $7,132,000. Envestnet Asset Management Inc. grew its stake in Simplify Currency Strategy ETF by 91.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 147,884 shares of the company’s stock worth $4,405,000 after purchasing an additional 70,673 shares in the last quarter. Finally, Park Edge Advisors LLC grew its stake in Simplify Currency Strategy ETF by 65.0% during the 1st quarter. Park Edge Advisors LLC now owns 128,359 shares of the company’s stock worth $3,753,000 after purchasing an additional 50,547 shares in the last quarter.

Simplify Currency Strategy ETF Stock Performance

Shares of NYSEARCA FOXY opened at $27.45 on Friday. The stock’s 50-day moving average is $27.56 and its two-hundred day moving average is $28.61. Simplify Currency Strategy ETF has a 1-year low of $26.68 and a 1-year high of $32.20.

Simplify Currency Strategy ETF 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.