Simplify Managed Futures Strategy ETF $CTA Shares Sold by Pasadena Private Wealth LLC

Pasadena Private Wealth LLC cut its stake in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA) by 18.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 286,063 shares of the company’s stock after selling 65,648 shares during the period. Simplify Managed Futures Strategy ETF makes up 1.1% of Pasadena Private Wealth LLC’s holdings, making the stock its 24th biggest holding. Pasadena Private Wealth LLC’s holdings in Simplify Managed Futures Strategy ETF were worth $7,798,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also made changes to their positions in the stock. IFP Advisors Inc increased its position in shares of Simplify Managed Futures Strategy ETF by 4.8% during the third quarter. IFP Advisors Inc now owns 9,750 shares of the company’s stock valued at $273,000 after acquiring an additional 451 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Simplify Managed Futures Strategy ETF by 4.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 12,238 shares of the company’s stock valued at $334,000 after purchasing an additional 508 shares in the last quarter. Private Trust Co. NA grew its holdings in shares of 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 purchasing an additional 857 shares in the last quarter. Mutual Advisors LLC grew its holdings in shares of Simplify Managed Futures Strategy ETF by 13.4% in the fourth quarter. Mutual Advisors LLC now owns 8,559 shares of the company’s stock valued at $233,000 after purchasing an additional 1,009 shares in the last quarter. Finally, Stratos Investment Management LLC grew its holdings in shares of Simplify Managed Futures Strategy ETF by 0.9% in the third quarter. Stratos Investment Management LLC now owns 123,943 shares of the company’s stock valued at $3,467,000 after purchasing an additional 1,077 shares in the last quarter.

Simplify Managed Futures Strategy ETF Stock Performance

Shares of CTA stock opened at $29.13 on Friday. The company has a 50 day moving average price of $30.43 and a 200 day moving average price of $28.95. Simplify Managed Futures Strategy ETF has a fifty-two week low of $26.36 and a fifty-two 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.