Simplify MBS ETF $MTBA Stock Holdings Raised by Morling Financial Advisors LLC

Morling Financial Advisors LLC increased its position in Simplify MBS ETF (NYSEARCA:MTBA) by 5.9% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 312,331 shares of the company’s stock after acquiring an additional 17,305 shares during the period. Simplify MBS ETF comprises approximately 5.2% of Morling Financial Advisors LLC’s holdings, making the stock its 7th largest position. Morling Financial Advisors LLC owned approximately 1.00% of Simplify MBS ETF worth $15,726,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Allworth Financial LP bought a new stake in shares of Simplify MBS ETF in the 2nd quarter worth $26,000. Huntington National Bank boosted its position in shares of Simplify MBS ETF by 29.3% during the second quarter. Huntington National Bank now owns 1,078 shares of the company’s stock valued at $54,000 after buying an additional 244 shares during the last quarter. Farther Finance Advisors LLC boosted its position in shares of Simplify MBS ETF by 59.8% during the second quarter. Farther Finance Advisors LLC now owns 1,162 shares of the company’s stock valued at $58,000 after buying an additional 435 shares during the last quarter. Global Retirement Partners LLC increased its holdings in Simplify MBS ETF by 73.5% in the 3rd quarter. Global Retirement Partners LLC now owns 1,693 shares of the company’s stock worth $85,000 after buying an additional 717 shares in the last quarter. Finally, Raymond James Financial Inc. purchased a new position in Simplify MBS ETF in the 2nd quarter worth about $111,000.

Simplify MBS ETF Stock Performance

MTBA opened at $50.34 on Tuesday. The company’s 50-day simple moving average is $50.47 and its two-hundred day simple moving average is $50.41. Simplify MBS ETF has a 52-week low of $49.16 and a 52-week high of $50.88.

Simplify MBS ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Friday, January 30th. Investors of record on Tuesday, January 27th were given a dividend of $0.25 per share. This represents a c) dividend on an annualized basis and a yield of 6.0%. This is a positive change from Simplify MBS ETF’s previous monthly dividend of $0.02. The ex-dividend date was Tuesday, January 27th.

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.