Simplify MBS ETF $MTBA Shares Purchased by Compass Capital Corp MA ADV

Compass Capital Corp MA ADV boosted its position in Simplify MBS ETF (NYSEARCA:MTBA) by 27.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 165,590 shares of the company’s stock after purchasing an additional 35,720 shares during the quarter. Simplify MBS ETF comprises about 3.2% of Compass Capital Corp MA ADV’s holdings, making the stock its 5th largest position. Compass Capital Corp MA ADV owned 0.49% of Simplify MBS ETF worth $8,366,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the company. Steinberganna Wealth Management raised its stake in Simplify MBS ETF by 1.8% in the 4th quarter. Steinberganna Wealth Management now owns 12,601 shares of the company’s stock valued at $635,000 after purchasing an additional 221 shares during the last quarter. Longview Financial Advisors Inc. raised its stake in Simplify MBS ETF by 1.2% in the 4th quarter. Longview Financial Advisors Inc. now owns 24,063 shares of the company’s stock valued at $1,213,000 after purchasing an additional 279 shares during the last quarter. Osaic Holdings Inc. grew its holdings in Simplify MBS ETF by 1.9% in the 2nd quarter. Osaic Holdings Inc. now owns 18,113 shares of the company’s stock valued at $907,000 after buying an additional 343 shares during the period. Sharp Wealth Advisory LLC grew its holdings in Simplify MBS ETF by 8.3% in the 4th quarter. Sharp Wealth Advisory LLC now owns 5,200 shares of the company’s stock valued at $262,000 after buying an additional 400 shares during the period. Finally, Seelaus Asset Management LLC grew its holdings in Simplify MBS ETF by 8.9% in the 4th quarter. Seelaus Asset Management LLC now owns 5,322 shares of the company’s stock valued at $268,000 after buying an additional 435 shares during the period.

Simplify MBS ETF Stock Performance

MTBA opened at $49.23 on Friday. The business has a 50-day moving average of $49.38 and a two-hundred day moving average of $50.00. Simplify MBS ETF has a 12 month low of $48.67 and a 12 month high of $50.88.

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.