Kestra Private Wealth Services LLC Acquires 12,911 Shares of Simplify MBS ETF $MTBA

Kestra Private Wealth Services LLC boosted its stake in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 35.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 48,949 shares of the company’s stock after purchasing an additional 12,911 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in Simplify MBS ETF were worth $2,421,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in MTBA. NewEdge Advisors LLC lifted its position in Simplify MBS ETF by 37.6% in the first 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 during the period. Goldman Sachs Group Inc. acquired a new position in shares of Simplify MBS ETF in the 1st quarter worth approximately $518,000. JPMorgan Chase & Co. grew its holdings in shares of Simplify MBS ETF by 4.7% during the second quarter. JPMorgan Chase & Co. now owns 123,717 shares of the company’s stock worth $6,197,000 after purchasing an additional 5,582 shares during the last quarter. Raymond James Financial Inc. acquired a new stake in Simplify MBS ETF in the 2nd quarter valued at about $111,000. Finally, Jane Street Group LLC raised its position in Simplify MBS ETF by 638.9% in the 2nd quarter. Jane Street Group LLC now owns 79,541 shares of the company’s stock worth $3,984,000 after purchasing an additional 68,776 shares during the last quarter.

Simplify MBS ETF Stock Performance

Simplify MBS ETF stock opened at $49.18 on Monday. Simplify MBS ETF has a 12-month low of $48.67 and a 12-month high of $50.88. The business’s 50-day simple moving average is $49.28 and its 200 day simple moving average is $49.90.

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. MTBA was launched on Nov 6, 2023 and is issued by Simplify.