Simplify MBS ETFMTBA
MTBA
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
513% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 8
242% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 12
123% more capital invested
Capital invested by funds: $479M [Q2] → $1.06B (+$586M) [Q3]
83% more funds holding in top 10
Funds holding in top 10: 6 [Q2] → 11 (+5) [Q3]
61% more funds holding
Funds holding: 67 [Q2] → 108 (+41) [Q3]
8.96% more ownership
Funds ownership: 71.77% [Q2] → 80.73% (+8.96%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for MTBA.
Financial journalist opinion
Based on 3 articles about MTBA published over the past 30 days
Positive
Seeking Alpha
2 weeks 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
3 weeks 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
3 weeks 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
4 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
5 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
5 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
7 months 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.
Positive
Seeking Alpha
1 year ago
MTBA ETF: A Different MBS Strategy
Simplify MBS ETF offers short-duration and investment-grade debt for risk-averse bond investors. The ETF focuses on buying newer mortgage-backed securities with higher coupons and yield to maturity. MTBA has already amassed $144m in assets under management and has a management fee of 25bps (waived until October 31, 2024).
Positive
Seeking Alpha
1 year ago
MTBA: First Look AT Novel Play On Mortgage-Backed Securities
Simplify MBS ETF offers exposure to new-issue mortgage-backed securities with attractive yields and characteristics. The convexity risk from new-issue MBS may be more attractive than credit risk, especially with credit spreads at historic lows. While the strategy looks interesting, I am hesitant to recommend it at the moment without more information about MTBA's distribution policies and target returns.
Charts implemented using Lightweight Charts™