Simplify MBS ETF $MTBA Shares Sold by Continuum Advisory LLC

Continuum Advisory LLC lowered its position in Simplify MBS ETF (NYSEARCA:MTBA) by 45.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 44,510 shares of the company’s stock after selling 37,414 shares during the quarter. Continuum Advisory LLC owned 0.13% of Simplify MBS ETF worth $2,244,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. boosted its holdings in Simplify MBS ETF by 7.2% in the third quarter. Envestnet Asset Management Inc. now owns 2,117,637 shares of the company’s stock valued at $106,623,000 after acquiring an additional 141,545 shares during the last quarter. MML Investors Services LLC raised its position in Simplify MBS ETF by 5.5% in the second quarter. MML Investors Services LLC now owns 1,508,448 shares of the company’s stock valued at $75,558,000 after purchasing an additional 79,232 shares during the period. Edge Wealth Management LLC raised its position in Simplify MBS ETF by 211.3% in the fourth quarter. Edge Wealth Management LLC now owns 1,000,038 shares of the company’s stock valued at $50,412,000 after purchasing an additional 678,832 shares during the period. Watchman Group Inc. raised its position in Simplify MBS ETF by 6.5% in the fourth quarter. Watchman Group Inc. now owns 831,220 shares of the company’s stock valued at $41,902,000 after purchasing an additional 50,766 shares during the period. Finally, CreativeOne Wealth LLC raised its position in Simplify MBS ETF by 1,841.0% in the third quarter. CreativeOne Wealth LLC now owns 613,270 shares of the company’s stock valued at $30,878,000 after purchasing an additional 581,675 shares during the period.

Simplify MBS ETF Price Performance

NYSEARCA:MTBA opened at $49.13 on Friday. The business’s 50-day moving average is $49.40 and its two-hundred day moving average is $50.05. Simplify MBS ETF has a 12 month low of $48.67 and a 12 month high of $50.88.

Simplify MBS ETF Profile

The Simplify MBS ETF (MTBA) is an exchange-traded fund that mostly invests in investment grade fixed income. MBTA seeks total return from an actively managed portfolio consisting of investment-grade mortgage-backed securities (MBS). The fund primarily includes residential or commercial MBS issued by government-sponsored entities, as well as non-agency MBS. MTBA was launched on Nov 6, 2023 and is issued by Simplify.