Hegarty Advisors LLC Grows Stock Position in Simplify MBS ETF $MTBA

Hegarty Advisors LLC lifted its position in Simplify MBS ETF (NYSEARCA:MTBA) by 220.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,007 shares of the company’s stock after acquiring an additional 15,135 shares during the period. Simplify MBS ETF accounts for 0.9% of Hegarty Advisors LLC’s holdings, making the stock its 29th largest position. Hegarty Advisors LLC owned about 0.07% of Simplify MBS ETF worth $1,088,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. WealthPLAN Partners LLC raised its stake in Simplify MBS ETF by 20.6% in the 1st quarter. WealthPLAN Partners LLC now owns 11,789 shares of the company’s stock valued at $583,000 after purchasing an additional 2,010 shares during the last quarter. Revisor Wealth Management LLC lifted its holdings in Simplify MBS ETF by 25.1% in the 1st quarter. Revisor Wealth Management LLC now owns 7,316 shares of the company’s stock valued at $362,000 after purchasing an additional 1,470 shares in the last quarter. Private Advisor Group LLC boosted its stake in Simplify MBS ETF by 1.8% during the 1st quarter. Private Advisor Group LLC now owns 106,068 shares of the company’s stock worth $5,246,000 after purchasing an additional 1,894 shares during the last quarter. Sharp Wealth Advisory LLC boosted its stake in Simplify MBS ETF by 72.9% during the 1st quarter. Sharp Wealth Advisory LLC now owns 8,990 shares of the company’s stock worth $445,000 after purchasing an additional 3,790 shares during the last quarter. Finally, Realta Investment Advisors acquired a new stake in Simplify MBS ETF during the 1st quarter worth $168,000.

Simplify MBS ETF Stock Up 0.1%

Simplify MBS ETF stock opened at $48.97 on Friday. The company has a fifty day simple moving average of $49.15 and a 200-day simple moving average of $49.82. Simplify MBS ETF has a 52-week low of $48.67 and a 52-week high of $50.88.

About Simplify MBS ETF

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.