Simplify MBS ETF $MTBA Stake Raised by Seneca House Advisors

Seneca House Advisors raised its holdings in Simplify MBS ETF (NYSEARCA:MTBA) by 17.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 118,837 shares of the company’s stock after acquiring an additional 17,525 shares during the quarter. Simplify MBS ETF accounts for about 2.3% of Seneca House Advisors’ portfolio, making the stock its 12th biggest holding. Seneca House Advisors’ holdings in Simplify MBS ETF were worth $5,878,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Edge Wealth Management LLC boosted its stake in shares of Simplify MBS ETF by 211.3% during the 4th quarter. Edge Wealth Management LLC now owns 1,000,038 shares of the company’s stock worth $50,412,000 after acquiring an additional 678,832 shares in the last quarter. JPMorgan Chase & Co. raised its position in shares of Simplify MBS ETF by 40.2% during the third quarter. JPMorgan Chase & Co. now owns 173,482 shares of the company’s stock worth $8,735,000 after purchasing an additional 49,765 shares during the period. Triad Investment Management purchased a new stake in shares of Simplify MBS ETF during the fourth quarter valued at $2,612,000. L2 Asset Management LLC lifted its holdings in shares of Simplify MBS ETF by 23.4% during the third quarter. L2 Asset Management LLC now owns 265,442 shares of the company’s stock valued at $13,365,000 after purchasing an additional 50,392 shares during the last quarter. Finally, Crumly & Associates Inc. acquired a new position in shares of Simplify MBS ETF in the 4th quarter valued at $1,086,000.

Simplify MBS ETF Trading Down 0.1%

MTBA traded down $0.05 during trading on Friday, reaching $48.92. The company had a trading volume of 139,535 shares, compared to its average volume of 209,272. The firm’s 50-day simple moving average is $49.14 and its 200 day simple moving average is $49.81. Simplify MBS ETF has a 12-month low of $48.67 and a 12-month high of $50.88.

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. MTBA was launched on Nov 6, 2023 and is issued by Simplify.