KWB Wealth Decreases Stake in Simplify Managed Futures Strategy ETF $CTA

KWB Wealth reduced its position in Simplify Managed Futures Strategy ETF (NYSEARCA:CTA) by 89.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 11,079 shares of the company’s stock after selling 97,193 shares during the period. KWB Wealth’s holdings in Simplify Managed Futures Strategy ETF were worth $302,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. MGO One Seven LLC lifted its position in shares of Simplify Managed Futures Strategy ETF by 2.7% during the third quarter. MGO One Seven LLC now owns 14,023 shares of the company’s stock worth $392,000 after acquiring an additional 373 shares in the last quarter. IFP Advisors Inc grew its position in shares of Simplify Managed Futures Strategy ETF by 4.8% in the third quarter. IFP Advisors Inc now owns 9,750 shares of the company’s stock valued at $273,000 after purchasing an additional 451 shares in the last quarter. CoreCap Advisors LLC raised its stake in shares of Simplify Managed Futures Strategy ETF by 34.0% during the 3rd quarter. CoreCap Advisors LLC now owns 1,980 shares of the company’s stock valued at $55,000 after purchasing an additional 502 shares during the period. Fermata Advisors LLC lifted its holdings in Simplify Managed Futures Strategy ETF by 2.6% during the 3rd quarter. Fermata Advisors LLC now owns 35,537 shares of the company’s stock worth $994,000 after purchasing an additional 915 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC lifted its holdings in Simplify Managed Futures Strategy ETF by 0.3% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 318,622 shares of the company’s stock worth $8,912,000 after purchasing an additional 1,056 shares in the last quarter.

Simplify Managed Futures Strategy ETF Stock Performance

Shares of NYSEARCA CTA opened at $28.86 on Tuesday. Simplify Managed Futures Strategy ETF has a 52 week low of $26.36 and a 52 week high of $30.92. The business has a 50-day simple moving average of $29.16 and a two-hundred day simple moving average of $28.09.

Simplify Managed Futures Strategy ETF Increases Dividend

The company also recently disclosed a monthly dividend, which was paid on Friday, February 27th. Stockholders of record on Tuesday, February 24th were given a $0.15 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 6.2%. This is an increase from Simplify Managed Futures Strategy ETF’s previous monthly dividend of $0.10. The ex-dividend date was Tuesday, February 24th.

Simplify Managed Futures Strategy ETF Company 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.