Compass Capital Corp MA ADV lifted its position in shares of Simplify MBS ETF (NYSEARCA:MTBA – Free Report) by 27.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 165,590 shares of the company’s stock after purchasing an additional 35,720 shares during the quarter. Simplify MBS ETF comprises approximately 3.2% of Compass Capital Corp MA ADV’s holdings, making the stock its 5th largest holding. Compass Capital Corp MA ADV’s holdings in Simplify MBS ETF were worth $8,366,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. WealthPLAN Partners LLC purchased a new position in Simplify MBS ETF in the 4th quarter worth approximately $493,000. Principal Securities Inc. boosted its holdings in Simplify MBS ETF by 8.3% in the 4th quarter. Principal Securities Inc. now owns 14,485 shares of the company’s stock worth $730,000 after acquiring an additional 1,114 shares during the period. Mosley Wealth Management purchased a new position in Simplify MBS ETF in the 4th quarter worth approximately $253,000. GFS Advisors LLC boosted its holdings in Simplify MBS ETF by 41.0% in the 4th quarter. GFS Advisors LLC now owns 9,460 shares of the company’s stock worth $477,000 after acquiring an additional 2,750 shares during the period. Finally, LPL Financial LLC boosted its holdings in Simplify MBS ETF by 1.3% in the 4th quarter. LPL Financial LLC now owns 561,544 shares of the company’s stock worth $28,307,000 after acquiring an additional 7,056 shares during the period.
Simplify MBS ETF Stock Performance
NYSEARCA MTBA opened at $49.23 on Friday. Simplify MBS ETF has a fifty-two week low of $48.67 and a fifty-two week high of $50.88. The business has a 50 day moving average price of $49.38 and a two-hundred day moving average price of $50.00.
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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