Simplify MBS ETF $MTBA Shares Sold by Heck Capital Advisors LLC

Heck Capital Advisors LLC decreased its position in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 36.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 148,696 shares of the company’s stock after selling 84,946 shares during the period. Heck Capital Advisors LLC owned 0.45% of Simplify MBS ETF worth $7,496,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Triad Investment Management acquired a new stake in shares of Simplify MBS ETF in the fourth quarter valued at approximately $2,612,000. Crumly & Associates Inc. acquired a new position in shares of Simplify MBS ETF in the 4th quarter valued at $1,086,000. Tradewinds Capital Management LLC acquired a new position in shares of Simplify MBS ETF in the 4th quarter valued at $50,000. Peak Financial Advisors LLC raised its position in Simplify MBS ETF by 25.4% in the 4th quarter. Peak Financial Advisors LLC now owns 374,576 shares of the company’s stock valued at $18,882,000 after purchasing an additional 75,983 shares during the last quarter. Finally, Edge Wealth Management LLC raised its position in Simplify MBS ETF by 211.3% in the 4th quarter. Edge Wealth Management LLC now owns 1,000,038 shares of the company’s stock valued at $50,412,000 after purchasing an additional 678,832 shares during the last quarter.

Simplify MBS ETF Trading Up 0.2%

Shares of NYSEARCA:MTBA opened at $49.56 on Friday. Simplify MBS ETF has a 1-year low of $48.90 and a 1-year high of $50.88. The firm has a fifty day moving average price of $50.18 and a 200 day moving average price of $50.39.

Simplify MBS ETF Announces Dividend

The firm also recently announced a monthly dividend, which was paid on Friday, February 27th. Stockholders of record on Tuesday, February 24th were issued a $0.25 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 6.1%. The ex-dividend date of this dividend was Tuesday, February 24th.

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.