Simplify MBS ETF (MTBA)
MTBA: Rating Downgrade Due To Narrower MBS Spreads And Continued Underperformance
The Simplify MBS ETF focuses on newly-issued agency mortgage-backed securities with high coupons. It sports a 6.0% dividend yield, backed by high-quality mortgages. Market conditions are quite favorable to MBS, with these securities outperforming treasuries and bonds for several years.
JPMorgan Chase & Co. Purchases 49,765 Shares of Simplify MBS ETF $MTBA
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 Grows Holdings in Simplify MBS ETF $MTBA
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 Raises Stock Position in Simplify MBS ETF $MTBA
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
Simplify MBS ETF $MTBA Shares Purchased by Ameritas Advisory Services LLC
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
MTBA: Agency MBS Carry, Limited Price Upside (Rating Downgrade)
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.
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Abbington Investment Group Makes New $3.57 Million Investment in Simplify MBS ETF $MTBA
Abbington Investment Group acquired a new position in Simplify MBS ETF (NYSEARCA:MTBA) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 70,978 shares of the company's stock, valued at approximately $3,574,000. Simplify MBS ETF comprises 3.1% of Abbington Investment
81,924 Shares in Simplify MBS ETF $MTBA Acquired by Continuum Advisory LLC
Continuum Advisory LLC bought a new position in Simplify MBS ETF (NYSEARCA:MTBA) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 81,924 shares of the company's stock, valued at approximately $4,125,000. Continuum Advisory LLC owned 0.27% of Simplify MBS
Bar Harbor Wealth Management Grows Stock Position in Simplify MBS ETF $MTBA
Bar Harbor Wealth Management raised its holdings in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 3.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 309,138 shares of the company's stock after acquiring an additional 11,186 shares during the quarter. Simplify
MTBA: High-Quality Agency MBS, Great Strategy, Above-Average Yield
The Simplify MBS ETF focuses on newly-issued agency mortgage-backed securities with high coupons. It sports a 6.0% dividend yield, backed by high-quality mortgages. Market conditions are quite favorable to MBS, with these securities outperforming treasuries and bonds for several years.
MTBA: MBS And Active Carry
The Simplify MBS ETF offers active exposure to agency mortgage-backed securities, prioritizing newer, higher-coupon bonds for enhanced yield and prudent risk management. MTBA's flexible, non-indexed strategy leverages TBA contracts and dollar roll techniques to optimize carry and return, with a competitive net expense ratio of 0.17%. Current macro conditions—wider mortgage spreads, moderating real rates, and a recovering yield curve slope—support a constructive outlook for MTBA's carry and spread compression potential.
MTBA: A Solid Play On MBS Offering 6% Yield
MTBA ETF invests at least 80% in mortgage-backed securities, primarily from GNMA, FNMA, and FHLMC, focusing on high-yield opportunities. Portfolio construction targets a 3-10 year effective duration, balancing yield with interest rate sensitivity and prepayment risk. MTBA currently offers a 6% annual yield, distributing $0.25 monthly.
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New Simplify ETF Focuses on Energy & Infrastructure
On Wednesday, Simplify Asset Management launched its latest fund, the Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG). An actively managed fund, KNRG looks to offer income with a secondary objective of capital appreciation.
Simplify Rolls Out Small-Cap Strategy ETF
Simplify has expanded its ETF lineup with the launch of the Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL) on the NYSE Arca today. The new fund combines exposure to U.S. small-cap stocks with the potential for monthly income through an options overlay strategy.
Now Is Still A Great Time To Consider MTBA
The Fed hiked rates by 525 basis points over a nearly two-year period, providing attractive yields across all fixed income asset classes. MBS, especially newly issued MBS, are offering great value relative to many other fixed income asset classes right now. The Simplify MBS ETF is a simple approach to investing in the MBS issued by Government-Sponsored Enterprises.
MTBA: Asymmetric Risk/Reward - Raise To A Buy
Investing in equities and credit markets is challenging due to high valuations; consider mortgage-backed securities for better value. MBS spreads are currently at multi-year highs as investors fear a rapid decline in interest rates and mortgage refinancings. Interest rates may be higher for longer as the U.S. economy remains resilient, and inflation progress has stalled. This should allow MTBA investors to earn an attractive spread vs. treasuries.
MTBA: MBS ETF, Above-Average 6.0% Yield
MTBA focuses on newly issued MBS with higher yields and lower duration, reducing risk and volatility. MTBA's exposure to interest rate risk may limit upside potential, but its low credit risk provides stability during downturns. The fund's 6.0% dividend yield is higher than that of treasuries and investment-grade bonds, and is its key selling point.
A Good Time To Consider MTBA
Fed hiked rates by 525bps over a nearly two-year period, providing attractive yields across all fixed income asset classes; but mortgage-backed securities spreads are trading substantially wider than their historical averages. Newly issued MBS, as executed in MTBA, is providing higher yield and less duration than the traditional MBS index. With expectations of a gradual cutting cycle, focused on the front-end, now looks like a great time to consider the simple yet powerful exposure to MBS that is executed inside MTBA.