Crumly & Associates Inc. Reduces Position in Simplify MBS ETF $MTBA

Crumly & Associates Inc. lessened its holdings in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 57.2% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,744 shares of the company’s stock after selling 34,364 shares during the quarter. Crumly & Associates Inc.’s holdings in Simplify MBS ETF were worth $1,263,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. MML Investors Services LLC raised its position 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 purchasing an additional 116,584 shares during the period. Watchman Group Inc. boosted its holdings in Simplify MBS ETF by 5.6% in the 1st quarter. Watchman Group Inc. now owns 877,875 shares of the company’s stock worth $43,420,000 after buying an additional 46,655 shares during the period. Hilton Capital Management LLC boosted its holdings in Simplify MBS ETF by 0.6% in the 4th quarter. Hilton Capital Management LLC now owns 841,350 shares of the company’s stock worth $42,412,000 after buying an additional 4,855 shares during the period. LPL Financial LLC grew its stake in Simplify MBS ETF by 1.3% in the 4th quarter. LPL Financial LLC now owns 561,544 shares of the company’s stock valued at $28,307,000 after buying an additional 7,056 shares in the last quarter. Finally, Tortoise Investment Management LLC grew its stake in Simplify MBS ETF by 12.5% in the 4th quarter. Tortoise Investment Management LLC now owns 470,695 shares of the company’s stock valued at $23,728,000 after buying an additional 52,377 shares in the last quarter.

Simplify MBS ETF Stock Performance

NYSEARCA:MTBA opened at $48.68 on Friday. The stock’s fifty day moving average price is $48.96 and its two-hundred day moving average price is $49.56. Simplify MBS ETF has a 1 year low of $48.37 and a 1 year high of $50.88.

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.