Calamos Advisors LLC Reduces Position in Simplify MBS ETF $MTBA

Calamos Advisors LLC trimmed its holdings in Simplify MBS ETF (NYSEARCA:MTBA) by 23.8% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 119,060 shares of the company’s stock after selling 37,205 shares during the quarter. Calamos Advisors LLC’s holdings in Simplify MBS ETF were worth $5,889,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of MTBA. Edge Wealth Management LLC lifted its stake in Simplify MBS ETF by 211.3% during the 4th quarter. Edge Wealth Management LLC now owns 1,000,038 shares of the company’s stock valued at $50,412,000 after acquiring an additional 678,832 shares during the period. MML Investors Services LLC grew its stake in shares of Simplify MBS ETF by 7.1% in the fourth quarter. MML Investors Services LLC now owns 1,755,656 shares of the company’s stock worth $88,503,000 after acquiring an additional 116,584 shares during the period. WealthPlan Investment Management LLC bought a new stake in shares of Simplify MBS ETF in the fourth quarter worth approximately $5,869,000. Pekin Hardy Strauss Inc. raised its holdings in shares of Simplify MBS ETF by 28.1% during the fourth quarter. Pekin Hardy Strauss Inc. now owns 358,640 shares of the company’s stock valued at $18,079,000 after purchasing an additional 78,688 shares during the last quarter. Finally, Peak Financial Advisors LLC raised its holdings in shares of Simplify MBS ETF by 25.4% during the fourth quarter. Peak Financial Advisors LLC now owns 374,576 shares of the company’s stock valued at $18,882,000 after purchasing an additional 75,983 shares during the last quarter.

Simplify MBS ETF Stock Performance

Shares of Simplify MBS ETF stock opened at $49.02 on Thursday. The company’s 50 day moving average is $49.11 and its 200 day moving average is $49.77. Simplify MBS ETF has a twelve month low of $48.67 and a twelve month high of $50.88.

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.