Nautilus Advisors LLC Decreases Position in Simplify MBS ETF $MTBA

Nautilus Advisors LLC decreased its holdings in Simplify MBS ETF (NYSEARCA:MTBA) by 44.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,846 shares of the company’s stock after selling 10,341 shares during the period. Nautilus Advisors LLC’s holdings in Simplify MBS ETF were worth $635,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of the business. MML Investors Services LLC raised 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 valued at $88,503,000 after acquiring an additional 116,584 shares in the last quarter. Edge Wealth Management LLC increased its holdings 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 worth $50,412,000 after purchasing an additional 678,832 shares during the period. Hilton Capital Management LLC increased its holdings in Simplify MBS ETF by 0.6% during the 4th quarter. Hilton Capital Management LLC now owns 841,350 shares of the company’s stock worth $42,412,000 after purchasing an additional 4,855 shares during the period. Watchman Group Inc. grew its position in shares of Simplify MBS ETF by 6.5% during the fourth quarter. Watchman Group Inc. now owns 831,220 shares of the company’s stock worth $41,902,000 after buying an additional 50,766 shares in the last quarter. Finally, CreativeOne Wealth LLC lifted its stake in Simplify MBS ETF by 1,841.0% in the third quarter. CreativeOne Wealth LLC now owns 613,270 shares of the company’s stock worth $30,878,000 after acquiring an additional 581,675 shares during the last quarter.

Simplify MBS ETF Stock Performance

NYSEARCA MTBA opened at $49.16 on Wednesday. Simplify MBS ETF has a 52 week low of $48.67 and a 52 week high of $50.88. The firm has a 50 day moving average of $49.31 and a two-hundred day moving average of $49.93.

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.