Prevail Innovative Wealth Advisors LLC acquired a new stake in shares of Simplify MBS ETF (NYSEARCA:MTBA – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 72,531 shares of the company’s stock, valued at approximately $3,656,000. Prevail Innovative Wealth Advisors LLC owned 0.21% of Simplify MBS ETF as of its most recent SEC filing.
Other institutional investors also recently made changes to their positions in the company. Tortoise Investment Management LLC boosted its position in Simplify MBS ETF by 12.5% during the 4th quarter. Tortoise Investment Management LLC now owns 470,695 shares of the company’s stock worth $23,728,000 after purchasing an additional 52,377 shares during the period. HighTower Advisors LLC boosted its position in Simplify MBS ETF by 24.9% during the 4th quarter. HighTower Advisors LLC now owns 25,759 shares of the company’s stock worth $1,298,000 after purchasing an additional 5,132 shares during the period. Watchman Group Inc. boosted its position in Simplify MBS ETF by 6.5% during the 4th quarter. Watchman Group Inc. now owns 831,220 shares of the company’s stock worth $41,902,000 after purchasing an additional 50,766 shares during the period. WealthPlan Investment Management LLC purchased a new stake in Simplify MBS ETF during the 4th quarter worth $5,869,000. Finally, Independent Advisor Alliance purchased a new stake in Simplify MBS ETF during the 4th quarter worth $219,000.
Simplify MBS ETF Stock Up 0.5%
Shares of Simplify MBS ETF stock opened at $48.97 on Thursday. The company has a fifty day moving average price of $49.56 and a 200 day moving average price of $50.15. Simplify MBS ETF has a twelve month low of $48.67 and a twelve month high of $50.88.
Simplify MBS ETF Company 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.
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