Simplify MBS ETF $MTBA Shares Newly Acquired by Pekin Hardy Strauss Inc.

Pekin Hardy Strauss Inc. acquired a new position in shares of Simplify MBS ETF (NYSEARCA:MTBA) during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 380,953 shares of the company’s stock, valued at approximately $17,813,000. Simplify MBS ETF comprises 1.5% of Pekin Hardy Strauss Inc.’s investment portfolio, making the stock its 6th biggest holding.

Other institutional investors also recently made changes to their positions in the company. Edge Wealth Management LLC boosted its stake in shares of Simplify MBS ETF by 1.8% during the 2nd quarter. Edge Wealth Management LLC now owns 1,090,758 shares of the company’s stock valued at $53,523,000 after buying an additional 19,399 shares during the last quarter. Tortoise Investment Management LLC increased its stake in shares of Simplify MBS ETF by 2.4% in the second quarter. Tortoise Investment Management LLC now owns 527,409 shares of the company’s stock worth $25,880,000 after buying an additional 12,171 shares during the last quarter. WealthPlan Investment Management LLC raised its holdings in Simplify MBS ETF by 9.6% in the third quarter. WealthPlan Investment Management LLC now owns 299,214 shares of the company’s stock valued at $13,991,000 after acquiring an additional 26,102 shares in the last quarter. Royal Bank of Canada raised its holdings in Simplify MBS ETF by 15.8% in the first quarter. Royal Bank of Canada now owns 291,789 shares of the company’s stock valued at $14,432,000 after acquiring an additional 39,859 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its holdings in Simplify MBS ETF by 0.8% in the first quarter. Bank of New York Mellon Corp now owns 261,015 shares of the company’s stock valued at $12,910,000 after acquiring an additional 2,027 shares in the last quarter.

Simplify MBS ETF Trading Up 0.1%

NYSEARCA MTBA opened at $47.78 on Friday. Simplify MBS ETF has a 12 month low of $46.53 and a 12 month high of $50.80. The company’s fifty day moving average price is $47.51 and its two-hundred day moving average price is $48.99.

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.