Keel Point LLC Purchases New Position in Simplify MBS ETF $MTBA

Keel Point LLC acquired a new position in Simplify MBS ETF (NYSEARCA:MTBA) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 38,370 shares of the company’s stock, valued at approximately $1,898,000. Keel Point LLC owned about 0.11% of Simplify MBS ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Kestra Advisory Services LLC purchased a new stake in Simplify MBS ETF during the 4th quarter valued at $71,000. Raymond James Financial Inc. purchased a new position in shares of Simplify MBS ETF in the second quarter worth $111,000. Harbour Investments Inc. raised its stake in shares of Simplify MBS ETF by 105.3% in the fourth quarter. Harbour Investments Inc. now owns 2,580 shares of the company’s stock worth $130,000 after purchasing an additional 1,323 shares during the last quarter. Strive Financial Group LLC bought a new position in shares of Simplify MBS ETF during the fourth quarter valued at $140,000. Finally, Arax Advisory Partners bought a new position in shares of Simplify MBS ETF during the fourth quarter valued at $154,000.

Simplify MBS ETF Trading Down 0.3%

NYSEARCA MTBA opened at $48.42 on Friday. Simplify MBS ETF has a one year low of $48.37 and a one year high of $50.88. The stock has a 50-day moving average of $49.01 and a 200 day moving average of $49.63.

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.