Beckerman Institutional LLC Increases Stake in Simplify MBS ETF (NYSEARCA:MTBA)

Beckerman Institutional LLC lifted its stake in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 72.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,433 shares of the company’s stock after acquiring an additional 13,171 shares during the period. Simplify MBS ETF accounts for about 1.3% of Beckerman Institutional LLC’s investment portfolio, making the stock its 22nd largest position. Beckerman Institutional LLC owned 0.24% of Simplify MBS ETF worth $1,562,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the stock. Ables Iannone Moore & Associates Inc. lifted its holdings in shares of Simplify MBS ETF by 5.7% during the 4th quarter. Ables Iannone Moore & Associates Inc. now owns 4,355 shares of the company’s stock worth $216,000 after acquiring an additional 236 shares during the period. Perigon Wealth Management LLC lifted its holdings in shares of Simplify MBS ETF by 5.8% during the 4th quarter. Perigon Wealth Management LLC now owns 7,537 shares of the company’s stock worth $375,000 after acquiring an additional 414 shares during the period. Kestra Private Wealth Services LLC lifted its holdings in shares of Simplify MBS ETF by 9.3% during the 4th quarter. Kestra Private Wealth Services LLC now owns 9,134 shares of the company’s stock worth $454,000 after acquiring an additional 774 shares during the period. Cambridge Advisors Inc. raised its holdings in Simplify MBS ETF by 6.1% in the third quarter. Cambridge Advisors Inc. now owns 14,967 shares of the company’s stock valued at $771,000 after buying an additional 858 shares during the period. Finally, Investors Research Corp purchased a new position in Simplify MBS ETF in the third quarter valued at approximately $46,000.

Simplify MBS ETF Stock Performance

NYSEARCA MTBA opened at $49.65 on Thursday. Simplify MBS ETF has a one year low of $49.10 and a one year high of $51.97. The company’s 50 day moving average price is $49.81 and its 200 day moving average price is $50.57.

About Simplify MBS ETF

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.