Simplify MBS ETF $MTBA Stake Lifted by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC boosted its stake in Simplify MBS ETF (NYSEARCA:MTBA) by 35.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,949 shares of the company’s stock after buying an additional 12,911 shares during the period. Kestra Private Wealth Services LLC owned 0.14% of Simplify MBS ETF worth $2,421,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in MTBA. MML Investors Services LLC lifted its holdings in Simplify MBS ETF by 7.1% in the fourth quarter. MML Investors Services LLC now owns 1,755,656 shares of the company’s stock worth $88,503,000 after purchasing an additional 116,584 shares during the period. Edge Wealth Management LLC lifted its position in shares of Simplify MBS ETF by 211.3% during the 4th quarter. Edge Wealth Management LLC now owns 1,000,038 shares of the company’s stock valued at $50,412,000 after acquiring an additional 678,832 shares during the last quarter. Watchman Group Inc. boosted its position in shares of Simplify MBS ETF by 5.6% in the 1st quarter. Watchman Group Inc. now owns 877,875 shares of the company’s stock valued at $43,420,000 after purchasing an additional 46,655 shares during the period. Hilton Capital Management LLC boosted its holdings in shares of Simplify MBS ETF by 0.6% in the fourth quarter. Hilton Capital Management LLC now owns 841,350 shares of the company’s stock worth $42,412,000 after buying an additional 4,855 shares during the period. Finally, CreativeOne Wealth LLC grew its position in Simplify MBS ETF by 1,841.0% during the 3rd quarter. CreativeOne Wealth LLC now owns 613,270 shares of the company’s stock worth $30,878,000 after purchasing an additional 581,675 shares in the last quarter.

Simplify MBS ETF Price Performance

NYSEARCA:MTBA opened at $49.18 on Monday. Simplify MBS ETF has a 1-year low of $48.67 and a 1-year high of $50.88. The business’s fifty day moving average price is $49.28 and its 200 day moving average price is $49.90.

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.