Simplify MBS ETFMTBA
MTBA
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
150% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 30
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
27% more funds holding in top 10
Funds holding in top 10: 11 [Q4 2024] → 14 (+3) [Q1 2025]
7% more capital invested
Capital invested by funds: $1.06B [Q4 2024] → $1.13B (+$73.1M) [Q1 2025]
5% more funds holding
Funds holding: 141 [Q4 2024] → 148 (+7) [Q1 2025]
1.4% less ownership
Funds ownership: 70.82% [Q4 2024] → 69.42% (-1.4%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for MTBA.
Financial journalist opinion
Positive
ETF Trends
2 weeks ago
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.
Positive
ETF Trends
1 month ago
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.
Positive
Seeking Alpha
6 months ago
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.
Neutral
Business Wire
6 months ago
Simplify Provides Estimated Capital Gain Distribution Information for 2024
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
Positive
Seeking Alpha
6 months ago
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.
Positive
Seeking Alpha
10 months ago
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.
Positive
Seeking Alpha
10 months ago
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.
Positive
Benzinga
10 months ago
Four Stocks Set to Soar After the Latest Inflation Numbers
This week I want to take a comprehensive look at the current market landscape and some exciting investment opportunities, particularly in real estate and banking sectors.
Positive
Seeking Alpha
1 year ago
MTBA: Hits At The Right Time
Simplify has developed the MTBA ETF to address the challenges of investing in mortgage-backed securities in a higher interest rate environment. MTBA aims to provide attractive yields with minimal credit risk by investing in newer MBS with higher coupons and shorter durations. The fund's focus on newer MBS sets it apart from older MBS-focused ETFs and makes it an appealing option for income-focused investors.
Neutral
Business Wire
1 year ago
Simplify Provides Estimated Capital Gain Distribution Information for 2023
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
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