Seneca House Advisors Has $5.11 Million Stock Position in Simplify MBS ETF $MTBA

Seneca House Advisors boosted its position in Simplify MBS ETF (NYSEARCA:MTBA) by 73.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 101,312 shares of the company’s stock after acquiring an additional 42,906 shares during the period. Simplify MBS ETF accounts for about 1.9% of Seneca House Advisors’ holdings, making the stock its 17th biggest position. Seneca House Advisors’ holdings in Simplify MBS ETF were worth $5,107,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Tradewinds Capital Management LLC acquired a new stake in Simplify MBS ETF in the fourth quarter valued at approximately $50,000. Kestra Advisory Services LLC acquired a new stake in Simplify MBS ETF in the fourth quarter valued at approximately $71,000. Raymond James Financial Inc. acquired a new stake in Simplify MBS ETF in the second quarter valued at approximately $111,000. Harbour Investments Inc. grew its stake in Simplify MBS ETF by 105.3% in the fourth quarter. Harbour Investments Inc. now owns 2,580 shares of the company’s stock valued at $130,000 after acquiring an additional 1,323 shares during the period. Finally, Arax Advisory Partners acquired a new stake in Simplify MBS ETF in the fourth quarter valued at approximately $154,000.

Simplify MBS ETF Price Performance

Shares of Simplify MBS ETF stock opened at $49.37 on Wednesday. Simplify MBS ETF has a 52 week low of $48.67 and a 52 week high of $50.88. The stock has a 50 day moving average price of $49.36 and a two-hundred day moving average price of $49.97.

Simplify MBS ETF 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.