Simplify MBS ETF $MTBA Shares Acquired by Hegarty Advisors LLC

Hegarty Advisors LLC grew its stake in Simplify MBS ETF (NYSEARCA:MTBA) by 220.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,007 shares of the company’s stock after purchasing an additional 15,135 shares during the period. Simplify MBS ETF makes up about 0.9% of Hegarty Advisors LLC’s holdings, making the stock its 29th largest holding. Hegarty Advisors LLC’s holdings in Simplify MBS ETF were worth $1,088,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Edge Wealth Management LLC grew its holdings in Simplify MBS ETF by 211.3% in the 4th quarter. Edge Wealth Management LLC now owns 1,000,038 shares of the company’s stock valued at $50,412,000 after buying an additional 678,832 shares in the last quarter. JPMorgan Chase & Co. increased its stake in shares of Simplify MBS ETF by 40.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 173,482 shares of the company’s stock worth $8,735,000 after acquiring an additional 49,765 shares during the last quarter. L2 Asset Management LLC raised its holdings in shares of Simplify MBS ETF by 23.4% during the 3rd quarter. L2 Asset Management LLC now owns 265,442 shares of the company’s stock worth $13,365,000 after acquiring an additional 50,392 shares during the period. Triad Investment Management purchased a new position in shares of Simplify MBS ETF during the 4th quarter worth $2,612,000. Finally, Crumly & Associates Inc. acquired a new position in shares of Simplify MBS ETF during the 4th quarter valued at about $1,086,000.

Simplify MBS ETF Price Performance

Shares of MTBA opened at $48.97 on Friday. Simplify MBS ETF has a 12-month low of $48.67 and a 12-month high of $50.88. The firm has a 50-day moving average price of $49.15 and a 200 day moving average price of $49.82.

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.