Simplify MBS ETF $MTBA Shares Acquired by CreativeOne Wealth LLC

CreativeOne Wealth LLC increased its position in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 1,841.0% during the 3rd quarter, Holdings Channel.com reports. The fund owned 613,270 shares of the company’s stock after acquiring an additional 581,675 shares during the period. Simplify MBS ETF accounts for about 0.8% of CreativeOne Wealth LLC’s holdings, making the stock its 29th largest position. CreativeOne Wealth LLC’s holdings in Simplify MBS ETF were worth $30,878,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of MTBA. Smith Moore & CO. grew its position in Simplify MBS ETF by 8.7% in the 3rd quarter. Smith Moore & CO. now owns 21,254 shares of the company’s stock valued at $1,070,000 after acquiring an additional 1,701 shares in the last quarter. Nautilus Advisors LLC lifted its position in shares of Simplify MBS ETF by 4.3% during the third quarter. Nautilus Advisors LLC now owns 19,594 shares of the company’s stock worth $987,000 after purchasing an additional 813 shares in the last quarter. Hutchinson Capital Management CA lifted its position in shares of Simplify MBS ETF by 21.6% during the third quarter. Hutchinson Capital Management CA now owns 310,393 shares of the company’s stock worth $15,628,000 after purchasing an additional 55,169 shares in the last quarter. CI Investments Inc. boosted its stake in shares of Simplify MBS ETF by 27.0% in the third quarter. CI Investments Inc. now owns 419,859 shares of the company’s stock valued at $21,140,000 after purchasing an additional 89,344 shares during the period. Finally, Aprio Wealth Management LLC boosted its stake in shares of Simplify MBS ETF by 7.6% in the third quarter. Aprio Wealth Management LLC now owns 414,879 shares of the company’s stock valued at $20,889,000 after purchasing an additional 29,193 shares during the period.

Simplify MBS ETF Stock Performance

Shares of MTBA stock opened at $50.17 on Friday. Simplify MBS ETF has a fifty-two week low of $49.16 and a fifty-two week high of $50.88. The company has a 50 day moving average price of $50.50 and a 200 day moving average price of $50.48.

Simplify MBS ETF Announces Dividend

The firm also recently declared a monthly dividend, which was paid on Friday, February 27th. Shareholders of record on Tuesday, February 24th were paid a $0.25 dividend. The ex-dividend date was Tuesday, February 24th. This represents a c) annualized dividend and a dividend yield of 6.0%.

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.