J.W. Cole Advisors Inc. Makes New Investment in Simplify MBS ETF (NYSEARCA:MTBA)

J.W. Cole Advisors Inc. bought a new stake in shares of Simplify MBS ETF (NYSEARCA:MTBA) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 19,060 shares of the company’s stock, valued at approximately $960,000. J.W. Cole Advisors Inc. owned about 0.15% of Simplify MBS ETF as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Envestnet Asset Management Inc. grew its position in Simplify MBS ETF by 16.0% during the 2nd quarter. Envestnet Asset Management Inc. now owns 951,569 shares of the company’s stock worth $47,921,000 after purchasing an additional 131,095 shares during the last quarter. Peak Financial Advisors LLC lifted its position in Simplify MBS ETF by 30.2% during the 2nd quarter. Peak Financial Advisors LLC now owns 389,593 shares of the company’s stock worth $19,620,000 after acquiring an additional 90,280 shares during the period. Bar Harbor Wealth Management lifted its position in Simplify MBS ETF by 38.0% during the 2nd quarter. Bar Harbor Wealth Management now owns 265,351 shares of the company’s stock worth $13,363,000 after acquiring an additional 73,068 shares during the period. BlueCrest Capital Management Ltd purchased a new stake in Simplify MBS ETF during the 4th quarter valued at about $10,109,000. Finally, Park Edge Advisors LLC increased its holdings in shares of Simplify MBS ETF by 14.7% in the second quarter. Park Edge Advisors LLC now owns 170,162 shares of the company’s stock valued at $8,569,000 after purchasing an additional 21,871 shares during the period.

Simplify MBS ETF Stock Up 0.2 %

Simplify MBS ETF stock opened at $51.94 on Tuesday. The stock has a 50-day moving average price of $51.25 and a 200 day moving average price of $50.77. Simplify MBS ETF has a 52 week low of $49.51 and a 52 week high of $51.94.

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.