The CTA Trend-Following Strategy ETF is managed by the adviser, who employs a unique investment strategy that seeks to achieve the Fund's objectives by investing in various types of futures contracts. The adviser delegates the selection of futures contracts to Altis Partners (Jersey) Limited, the Futures Adviser. Under typical market conditions, the Fund's portfolio includes equity, U.S. Treasury, commodity, and foreign exchange futures contracts, aiming to capitalize on rising trends based on price changes. These positions are determined using the Futures Adviser's models, which analyze various inputs, including measures of relative and absolute momentum signals. Additionally, the Fund may hold short-term U.S. Treasury securities or other high-quality fixed-income instruments, both as direct investments and collateral for Futures Contracts, with the option to invest up to 100% of assets in these securities. The Fund may also engage in reverse repurchase agreements, primarily as an indirect form of borrowing. To gain exposure to commodity markets, the Fund may invest up to 25% of its assets in a wholly-owned subsidiary advised by Simplify Asset Management Inc. and the Fund's investment advisor, offering exposure to commodities in compliance with applicable regulations.
While the primary investment focus of the CTA ETF may revolve around futures contracts, its dividend distribution is influenced by its underlying investment strategies. Dividend distributions for this ETF typically follow the policies of its futures contracts and the performance of the portfolio managed by Altis Partners (Jersey) Limited, the Futures Adviser. These distributions are subject to the prevailing trends in the futures contracts, and the ETF may hold short-term U.S. Treasury securities or similar high-quality fixed-income assets as collateral. Investors in the CTA ETF may benefit from both capital appreciation potential and dividend returns based on its futures-oriented approach.
CTA Tracking is the primary focus of the Simplify Managed Futures Strategy ETF. This ETF seeks to achieve its investment objective by investing in various types of futures contracts. The selection of futures contracts for the portfolio is delegated to a futures adviser, Altis Partners (Jersey) Limited. Under normal market conditions, the Simplify Managed Futures Strategy ETF invests in a portfolio of equity, U.S. Treasury, commodity, and foreign exchange futures contracts. It aims to capture the economic benefit derived from rising trends based on the price changes of these Futures Contracts. The positioning of each Futures Contract is based on a comparison of recent returns and the Futures Adviser's models, which analyze various inputs, including measures of relative and absolute momentum signals. Additionally, the Simplify Managed Futures Strategy ETFmay invest in short-term U.S. Treasury securities or other high-quality, short-term fixed-income securities and may use reverse repurchase agreements as an indirect means of borrowing. For exposure to commodity markets, the ETF invests up to 25% of its assets in a wholly-owned subsidiary advised by Simplify Asset Management Inc. This subsidiary is not an investment company registered under the Investment Company Act of 1940, and its purpose is to provide the Simplify Managed Futures Strategy ETF with exposure to commodity markets in accordance with applicable rules and regulations.
CTA (Commodity Trading Advisor) ETFs like CTA Correlation are known for their unique investment strategy, which involves trading various types of futures contracts to capture economic benefits from price trends in commodities, equities, U.S. Treasuries, and foreign exchange. The correlation aspect of CTA ETFs is particularly interesting as it reflects their ability to navigate diverse markets and adjust positions based on momentum signals. Investors often consider CTA ETFs as tools for diversification and risk management within their portfolios, leveraging the ETF insider web app to study correlations and gain valuable insights into how these funds interact with different asset classes and sectors.
The CTA (Commodity Trading Advisor) sector primarily involves investment strategies centered around futures contracts. CTA-focused ETFs like the one in this sector aim to capture economic benefits from trends in various asset classes, including equity, U.S. Treasury, commodity, and foreign exchange futures contracts. These ETFs often employ a dynamic approach, going long on contracts experiencing positive price trends and taking short positions on those with negative trends. They may also include short-term U.S. Treasury securities or high-quality fixed-income instruments in their portfolios, with the goal of generating returns based on momentum signals and market trends. Additionally, some CTA-focused ETFs may invest in wholly-owned subsidiaries to gain exposure to specific commodity markets, ensuring compliance with relevant regulations. This sector is popular among investors seeking diversification and trend-following strategies, but it can carry a unique set of risks associated with futures contracts and leverage.
The CTA Exposure of this ETF represents its focus on the Commodity Trading Advisors (CTAs) segment of the investment landscape. While specific details of the ETF''s holdings may not be available, ETF Insider''s web app can help investors discover and analyze the exposure to CTAs and other assets within this ETF. With its simple visualization tool, ETF Insider offers deep insights, correlations, and valuable data for US ETFs, empowering investors to make informed decisions within the alternative investment space. The adviser seeks to achieve the Fund’s investment objective by investing in various types of futures contracts. The adviser delegates selection of futures contracts for the Fund’s portfolio to a futures adviser, Altis Partners (Jersey) Limited (the “Futures Adviser”). Under normal market conditions, the Fund invests in a portfolio of equity, U.S. Treasury, commodity, and foreign exchange futures contracts (collectively, “Futures Contracts”). The Fund attempts to capture the economic benefit derived from rising trends based on the price changes of these Futures Contracts. Each month, each Futures Contract will generally be positioned long if it is experiencing a positive price trend. The Fund may take short positions if the Futures contract is experiencing a negative price trend. This positioning is based on a comparison of the recent returns of each Futures Contract and the Futures Adviser’s models that analyze various inputs including measures of relative and absolute momentum signals (prices trending higher or lower over various look back periods).
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