RFG Advisory LLC Cuts Position in Simplify MBS ETF (NYSEARCA:MTBA)

RFG Advisory LLC lowered its holdings in Simplify MBS ETF (NYSEARCA:MTBA) by 1.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,069 shares of the company’s stock after selling 342 shares during the period. RFG Advisory LLC’s holdings in Simplify MBS ETF were worth $1,246,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in MTBA. Hilton Capital Management LLC purchased a new stake in Simplify MBS ETF during the 3rd quarter worth $39,655,000. Proficio Capital Partners LLC lifted its stake in shares of Simplify MBS ETF by 1,942.1% during the third quarter. Proficio Capital Partners LLC now owns 293,650 shares of the company’s stock worth $15,117,000 after purchasing an additional 279,270 shares in the last quarter. MML Investors Services LLC boosted its position in shares of Simplify MBS ETF by 21.1% in the third quarter. MML Investors Services LLC now owns 1,189,169 shares of the company’s stock worth $61,218,000 after buying an additional 207,038 shares during the period. Simplify Asset Management Inc. grew its stake in shares of Simplify MBS ETF by 21.6% in the third quarter. Simplify Asset Management Inc. now owns 1,075,137 shares of the company’s stock valued at $55,348,000 after buying an additional 190,684 shares in the last quarter. Finally, Bar Harbor Wealth Management grew its stake in shares of Simplify MBS ETF by 238.5% in the fourth quarter. Bar Harbor Wealth Management now owns 170,519 shares of the company’s stock valued at $8,473,000 after buying an additional 120,150 shares in the last quarter.

Simplify MBS ETF Price Performance

Simplify MBS ETF stock opened at $49.72 on Friday. Simplify MBS ETF has a one year low of $49.10 and a one year high of $51.97. The stock’s 50 day moving average price is $49.92 and its 200 day moving average price is $50.66.

Simplify MBS ETF 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.