Simplify Currency Strategy ETF $FOXY Shares Newly Acquired by Sowell Financial Services LLC

Sowell Financial Services LLC bought a new stake in Simplify Currency Strategy ETF (NYSEARCA:FOXY) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 29,460 shares of the company’s stock, valued at approximately $787,000. Sowell Financial Services LLC owned about 0.38% of Simplify Currency Strategy ETF as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in FOXY. Montgomery Financial Services LLC acquired a new position in Simplify Currency Strategy ETF during the second quarter worth approximately $29,000. Summit Global Investments acquired a new stake in shares of Simplify Currency Strategy ETF in the first quarter valued at approximately $320,000. SteelPeak Wealth LLC acquired a new stake in shares of Simplify Currency Strategy ETF in the third quarter valued at approximately $353,000. Brookstone Capital Management acquired a new stake in shares of Simplify Currency Strategy ETF in the third quarter valued at approximately $373,000. Finally, WealthCare Asset Management LLC purchased a new position in shares of Simplify Currency Strategy ETF during the first quarter worth approximately $385,000.

Simplify Currency Strategy ETF Price Performance

Shares of Simplify Currency Strategy ETF stock opened at $26.57 on Monday. The firm’s fifty day simple moving average is $27.36 and its 200-day simple moving average is $28.66. Simplify Currency Strategy ETF has a 12 month low of $26.53 and a 12 month high of $32.20.

About Simplify Currency Strategy ETF

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.