R. W. Roge & Company Inc. Has $4.21 Million Stake in Simplify Managed Futures Strategy ETF $CTA

R. W. Roge & Company Inc. grew its position in Simplify Managed Futures Strategy ETF (NYSEARCA:CTA) by 103.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 157,465 shares of the company’s stock after purchasing an additional 79,994 shares during the quarter. Simplify Managed Futures Strategy ETF comprises approximately 2.4% of R. W. Roge & Company Inc.’s investment portfolio, making the stock its 12th biggest position. R. W. Roge & Company Inc. owned about 0.41% of Simplify Managed Futures Strategy ETF worth $4,210,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. AE Wealth Management LLC grew its position in shares of Simplify Managed Futures Strategy ETF by 47.0% in the first quarter. AE Wealth Management LLC now owns 972,082 shares of the company’s stock valued at $28,774,000 after purchasing an additional 310,814 shares during the last quarter. LPL Financial LLC grew its position in shares of Simplify Managed Futures Strategy ETF by 77.0% in the first quarter. LPL Financial LLC now owns 743,913 shares of the company’s stock valued at $22,020,000 after purchasing an additional 323,572 shares during the last quarter. Beacon Capital Management LLC grew its position in shares of Simplify Managed Futures Strategy ETF by 3.1% during the 2nd quarter. Beacon Capital Management LLC now owns 743,247 shares of the company’s stock worth $19,874,000 after purchasing an additional 22,181 shares in the last quarter. HighTower Advisors LLC grew its position in shares of Simplify Managed Futures Strategy ETF by 191.2% during the 1st quarter. HighTower Advisors LLC now owns 706,315 shares of the company’s stock worth $20,907,000 after purchasing an additional 463,768 shares in the last quarter. Finally, Pasadena Private Wealth LLC grew its position in shares of Simplify Managed Futures Strategy ETF by 199.0% during the 1st quarter. Pasadena Private Wealth LLC now owns 540,935 shares of the company’s stock worth $16,012,000 after purchasing an additional 360,001 shares in the last quarter.

Simplify Managed Futures Strategy ETF Stock Performance

Shares of NYSEARCA:CTA opened at $28.26 on Friday. The company’s 50 day moving average price is $27.66 and its two-hundred day moving average price is $27.75. Simplify Managed Futures Strategy ETF has a 12-month low of $26.10 and a 12-month high of $30.21.

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.