Simplify MBS ETF·Financial Services
The Simplify MBS ETF (MTBA) seeks to provide total return, consistent with the preservation of capital and prudent investment management. The fund will invest in mortgage-backed securities (MBS), which provide attractive yields versus comparable US Treasuries while carrying little to no credit risk. MTBA will focus on buying newer MBS, which have provided higher coupons as well as higher yield to maturity compared to the MBS which comprise the Bloomberg U.S. MBS Index.
Financial Services
Asset Management
2023-11-07
0.17
Market Peers







JPMorgan Chase and Co. grew its position in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 40.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 173,482 shares of the company's stock after purchasing an additional 49,765 shares during the quarter. JPMorgan

Aprio Wealth Management LLC increased its holdings in Simplify MBS ETF (NYSEARCA:MTBA) by 7.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 414,879 shares of the company's stock after purchasing an additional 29,193 shares during the quarter.

Convergence Financial LLC raised its stake in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 19.1% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 328,818 shares of the company's stock after purchasing an additional 52,719 shares

Ameritas Advisory Services LLC lifted its stake in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 1,555.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 32,350 shares of the company's stock after buying an additional 30,396 shares during the quarter. Ameritas

Simplify MBS ETF is downgraded from buy to hold due to compressed mortgage spreads limiting price upside. MTBA's structural carry remains attractive, offering a 6.01% yield over the last 12 months, supporting its role as an income component. The ETF's active management and 0.15% expense ratio are justified by its strategy but are significantly higher than passive peers.