Evergreen Capital Management LLC Raises Holdings in Simplify MBS ETF (NYSEARCA:MTBA)

Evergreen Capital Management LLC lifted its stake in Simplify MBS ETF (NYSEARCA:MTBA) by 153.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 427,345 shares of the company’s stock after acquiring an additional 258,765 shares during the period. Simplify MBS ETF accounts for 0.8% of Evergreen Capital Management LLC’s portfolio, making the stock its 22nd largest position. Evergreen Capital Management LLC’s holdings in Simplify MBS ETF were worth $21,521,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Calamos Advisors LLC raised its position in shares of Simplify MBS ETF by 16.7% in the 2nd quarter. Calamos Advisors LLC now owns 5,148 shares of the company’s stock worth $259,000 after acquiring an additional 736 shares in the last quarter. BlueCrest Capital Management Ltd acquired a new position in Simplify MBS ETF during the 4th quarter valued at about $10,109,000. Whittier Trust Co. acquired a new position in Simplify MBS ETF during the 2nd quarter valued at about $248,000. Wealth Enhancement Advisory Services LLC acquired a new position in Simplify MBS ETF during the 2nd quarter valued at about $547,000. Finally, Peak Financial Advisors LLC acquired a new position in Simplify MBS ETF during the 1st quarter valued at about $15,238,000.

Simplify MBS ETF Stock Down 0.2 %

Shares of NYSEARCA:MTBA opened at $51.82 on Monday. The business’s 50-day moving average is $51.34 and its 200 day moving average is $50.80. Simplify MBS ETF has a 1 year low of $49.51 and a 1 year high of $51.97.

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.