WealthPLAN Partners LLC bought a new stake in Simplify MBS ETF (NYSEARCA:MTBA – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 27,593 shares of the company’s stock, valued at approximately $1,290,000. WealthPLAN Partners LLC owned about 0.14% of Simplify MBS ETF at the end of the most recent reporting period.
Several other institutional investors have also recently made changes to their positions in MTBA. Edge Wealth Management LLC grew its position in Simplify MBS ETF by 1.8% in the second quarter. Edge Wealth Management LLC now owns 1,090,758 shares of the company’s stock worth $53,523,000 after acquiring an additional 19,399 shares during the period. Watchman Group Inc. raised its position in Simplify MBS ETF by 5.6% in the first 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. Tortoise Investment Management LLC lifted its stake in shares of Simplify MBS ETF by 2.4% in the 2nd quarter. Tortoise Investment Management LLC now owns 527,409 shares of the company’s stock valued at $25,880,000 after purchasing an additional 12,171 shares during the last quarter. Royal Bank of Canada lifted its stake in shares of Simplify MBS ETF by 15.8% in the 1st quarter. Royal Bank of Canada now owns 291,789 shares of the company’s stock valued at $14,432,000 after purchasing an additional 39,859 shares during the last quarter. Finally, WealthPlan Investment Management LLC lifted its stake in shares of Simplify MBS ETF by 9.6% in the 3rd quarter. WealthPlan Investment Management LLC now owns 299,214 shares of the company’s stock valued at $13,991,000 after purchasing an additional 26,102 shares during the last quarter.
Simplify MBS ETF Stock Performance
Shares of NYSEARCA MTBA traded up $0.23 during mid-day trading on Thursday, reaching $47.37. 160,194 shares of the company’s stock were exchanged, compared to its average volume of 243,679. Simplify MBS ETF has a 52-week low of $46.53 and a 52-week high of $50.80. The company’s 50-day moving average is $47.88 and its 200-day moving average is $48.73.
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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