51,964 Shares in Simplify MBS ETF $MTBA Bought by Western Wealth Management LLC

Western Wealth Management LLC acquired a new position in Simplify MBS ETF (NYSEARCA:MTBA) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 51,964 shares of the company’s stock, valued at approximately $2,570,000. Western Wealth Management LLC owned approximately 0.15% of Simplify MBS ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently bought and sold shares of MTBA. NewEdge Advisors LLC boosted its position in shares of Simplify MBS ETF by 37.6% during the 1st quarter. NewEdge Advisors LLC now owns 21,834 shares of the company’s stock worth $1,095,000 after purchasing an additional 5,970 shares in the last quarter. Goldman Sachs Group Inc. acquired a new position in shares of Simplify MBS ETF during the 1st quarter worth $518,000. JPMorgan Chase & Co. increased its holdings in shares of Simplify MBS ETF by 4.7% in the 2nd quarter. JPMorgan Chase & Co. now owns 123,717 shares of the company’s stock valued at $6,197,000 after purchasing an additional 5,582 shares in the last quarter. Raymond James Financial Inc. purchased a new position in shares of Simplify MBS ETF in the 2nd quarter valued at about $111,000. Finally, Jane Street Group LLC lifted its stake in shares of Simplify MBS ETF by 638.9% in the second quarter. Jane Street Group LLC now owns 79,541 shares of the company’s stock valued at $3,984,000 after purchasing an additional 68,776 shares during the period.

Simplify MBS ETF Trading Down 0.3%

Shares of NYSEARCA MTBA opened at $48.42 on Friday. Simplify MBS ETF has a 52 week low of $48.37 and a 52 week high of $50.88. The firm has a 50-day moving average price of $49.01 and a 200 day moving average price of $49.63.

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.