Pekin Hardy Strauss Inc. Purchases New Shares in Simplify MBS ETF $MTBA

Pekin Hardy Strauss Inc. purchased a new position in Simplify MBS ETF (NYSEARCA:MTBA) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 380,953 shares of the company’s stock, valued at approximately $17,813,000. Simplify MBS ETF accounts for 1.5% of Pekin Hardy Strauss Inc.’s portfolio, making the stock its 6th biggest holding. Pekin Hardy Strauss Inc. owned about 2.00% of Simplify MBS ETF at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. BOKF NA purchased a new stake in shares of Simplify MBS ETF during the third quarter valued at approximately $35,000. Rockefeller Capital Management L.P. lifted its position in shares of Simplify MBS ETF by 275.0% during the fourth quarter. Rockefeller Capital Management L.P. now owns 3,750 shares of the company’s stock worth $189,000 after purchasing an additional 2,750 shares in the last quarter. Graham Capital Wealth Management LLC purchased a new position in shares of Simplify MBS ETF in the third quarter valued at $214,000. Trust Point Inc. purchased a new position in shares of Simplify MBS ETF in the second quarter valued at $303,000. Finally, Mather Group LLC. purchased a new position in shares of Simplify MBS ETF in the third quarter valued at $309,000.

Simplify MBS ETF Stock Up 0.1%

MTBA opened at $47.78 on Friday. The company has a fifty day simple moving average of $47.51 and a 200 day simple moving average of $48.99. Simplify MBS ETF has a twelve month low of $46.53 and a twelve month high of $50.80.

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.