Simplify MBS ETF $MTBA Shares Bought by Seneca House Advisors

Seneca House Advisors grew its holdings in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 17.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 118,837 shares of the company’s stock after buying an additional 17,525 shares during the period. Simplify MBS ETF accounts for about 2.3% of Seneca House Advisors’ investment portfolio, making the stock its 12th biggest holding. Seneca House Advisors owned 0.35% of Simplify MBS ETF worth $5,878,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in MTBA. Tradewinds Capital Management LLC bought a new stake in Simplify MBS ETF during the 4th quarter valued at $50,000. Kestra Advisory Services LLC bought a new position in Simplify MBS ETF in the 4th quarter valued at about $71,000. Raymond James Financial Inc. acquired a new position in Simplify MBS ETF during the 2nd quarter valued at about $111,000. Harbour Investments Inc. increased its stake in Simplify MBS ETF by 105.3% during the 4th quarter. Harbour Investments Inc. now owns 2,580 shares of the company’s stock valued at $130,000 after buying an additional 1,323 shares during the period. Finally, Strive Financial Group LLC bought a new stake in shares of Simplify MBS ETF during the 4th quarter worth about $140,000.

Simplify MBS ETF Price Performance

Shares of NYSEARCA MTBA traded down $0.05 during mid-day trading on Friday, reaching $48.92. 139,535 shares of the company traded hands, compared to its average volume of 209,272. Simplify MBS ETF has a fifty-two week low of $48.67 and a fifty-two week high of $50.88. The stock has a fifty day simple moving average of $49.14 and a 200-day simple moving average of $49.81.

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