Wedmont Private Capital Makes New $263,000 Investment in Simplify MBS ETF (NYSEARCA:MTBA)

Wedmont Private Capital bought a new position in shares of Simplify MBS ETF (NYSEARCA:MTBA) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 5,349 shares of the company’s stock, valued at approximately $263,000.

A number of other large investors have also made changes to their positions in MTBA. Private Advisor Group LLC grew its holdings in shares of Simplify MBS ETF by 93.3% in the second quarter. Private Advisor Group LLC now owns 10,050 shares of the company’s stock valued at $506,000 after purchasing an additional 4,850 shares during the period. Envestnet Asset Management Inc. grew its stake in shares of Simplify MBS ETF by 16.0% in the 2nd quarter. Envestnet Asset Management Inc. now owns 951,569 shares of the company’s stock valued at $47,921,000 after buying an additional 131,095 shares during the period. Leuthold Group LLC acquired a new stake in shares of Simplify MBS ETF during the 2nd quarter worth approximately $9,356,000. Simplify Asset Management Inc. acquired a new stake in shares of Simplify MBS ETF during the 2nd quarter worth approximately $44,541,000. Finally, Evergreen Capital Management LLC raised its position in shares of Simplify MBS ETF by 153.5% during the 2nd quarter. Evergreen Capital Management LLC now owns 427,345 shares of the company’s stock valued at $21,521,000 after buying an additional 258,765 shares during the period.

Simplify MBS ETF Trading Up 0.4 %

Shares of Simplify MBS ETF stock opened at $49.72 on Friday. The stock has a 50 day moving average of $49.98 and a 200 day moving average of $50.70. Simplify MBS ETF has a fifty-two week low of $49.10 and a fifty-two week high of $51.97.

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.