R. W. Roge & Company Inc. Reduces Stock Position in Simplify Managed Futures Strategy ETF $CTA

R. W. Roge & Company Inc. trimmed its holdings in Simplify Managed Futures Strategy ETF (NYSEARCA:CTA) by 29.6% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 76,423 shares of the company’s stock after selling 32,060 shares during the period. Simplify Managed Futures Strategy ETF comprises approximately 1.1% of R. W. Roge & Company Inc.’s holdings, making the stock its 20th largest holding. R. W. Roge & Company Inc.’s holdings in Simplify Managed Futures Strategy ETF were worth $2,309,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in CTA. Independence Wealth Advisors LLC acquired a new stake in shares of Simplify Managed Futures Strategy ETF during the fourth quarter worth approximately $24,263,000. Wealth Enhancement Advisory Services LLC boosted its stake in Simplify Managed Futures Strategy ETF by 25.7% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 2,892,787 shares of the company’s stock valued at $80,162,000 after acquiring an additional 592,038 shares during the last quarter. Assetmark Inc. bought a new position in Simplify Managed Futures Strategy ETF during the 4th quarter valued at $15,373,000. &PARTNERS grew its holdings in Simplify Managed Futures Strategy ETF by 4,691.0% during the 4th quarter. &PARTNERS now owns 472,825 shares of the company’s stock worth $12,889,000 after acquiring an additional 462,956 shares in the last quarter. Finally, Ferguson Shapiro LLC acquired a new position in Simplify Managed Futures Strategy ETF during the 4th quarter worth $10,505,000.

Simplify Managed Futures Strategy ETF Price Performance

Shares of CTA traded down $0.07 during midday trading on Friday, hitting $25.88. The company had a trading volume of 730,124 shares, compared to its average volume of 623,686. The company’s 50 day moving average price is $28.81 and its 200 day moving average price is $29.00. Simplify Managed Futures Strategy ETF has a 52 week low of $25.64 and a 52 week high of $32.76.

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.