Envestnet Portfolio Solutions Inc. Purchases 15,825 Shares of Simplify MBS ETF $MTBA

Envestnet Portfolio Solutions Inc. increased its holdings in Simplify MBS ETF (NYSEARCA:MTBA) by 19.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 96,794 shares of the company’s stock after purchasing an additional 15,825 shares during the quarter. Envestnet Portfolio Solutions Inc. owned approximately 0.31% of Simplify MBS ETF worth $4,874,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of MTBA. Bank of New York Mellon Corp purchased a new position in shares of Simplify MBS ETF during the second quarter valued at approximately $13,278,000. Sharp Financial Services LLC boosted its holdings in Simplify MBS ETF by 56.7% in the second quarter. Sharp Financial Services LLC now owns 7,050 shares of the company’s stock valued at $353,000 after acquiring an additional 2,550 shares in the last quarter. Priebe Wealth Holdings LLC increased its position in Simplify MBS ETF by 31.0% during the 2nd quarter. Priebe Wealth Holdings LLC now owns 123,100 shares of the company’s stock valued at $6,166,000 after purchasing an additional 29,100 shares during the period. Narwhal Capital Management increased its position in Simplify MBS ETF by 22.2% during the 2nd quarter. Narwhal Capital Management now owns 71,250 shares of the company’s stock valued at $3,569,000 after purchasing an additional 12,928 shares during the period. Finally, Meridian Wealth Management LLC bought a new position in Simplify MBS ETF in the 2nd quarter worth $471,000.

Simplify MBS ETF Stock Up 0.0%

Shares of MTBA opened at $50.55 on Friday. The firm’s 50-day moving average price is $50.47 and its 200-day moving average price is $50.38. Simplify MBS ETF has a 1-year low of $49.16 and a 1-year high of $50.88.

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. MTBA was launched on Nov 6, 2023 and is issued by Simplify.