LHM Inc. Has $8.67 Million Holdings in Simplify MBS ETF (NYSEARCA:MTBA)

LHM Inc. boosted its stake in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 28.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 174,435 shares of the company’s stock after purchasing an additional 39,000 shares during the quarter. Simplify MBS ETF comprises approximately 2.8% of LHM Inc.’s investment portfolio, making the stock its 8th biggest position. LHM Inc. owned about 1.34% of Simplify MBS ETF worth $8,668,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Exencial Wealth Advisors LLC lifted its holdings in shares of Simplify MBS ETF by 2.0% during the fourth quarter. Exencial Wealth Advisors LLC now owns 10,868 shares of the company’s stock worth $540,000 after buying an additional 208 shares in the last quarter. Ables Iannone Moore & Associates Inc. raised its stake in Simplify MBS ETF by 5.7% in the fourth quarter. Ables Iannone Moore & Associates Inc. now owns 4,355 shares of the company’s stock valued at $216,000 after purchasing an additional 236 shares in the last quarter. Perigon Wealth Management LLC raised its stake in Simplify MBS ETF by 5.8% in the fourth quarter. Perigon Wealth Management LLC now owns 7,537 shares of the company’s stock valued at $375,000 after purchasing an additional 414 shares in the last quarter. Csenge Advisory Group raised its stake in Simplify MBS ETF by 5.3% in the fourth quarter. Csenge Advisory Group now owns 10,366 shares of the company’s stock valued at $515,000 after purchasing an additional 518 shares in the last quarter. Finally, Principal Securities Inc. raised its stake in Simplify MBS ETF by 16.6% in the fourth quarter. Principal Securities Inc. now owns 4,103 shares of the company’s stock valued at $204,000 after purchasing an additional 584 shares in the last quarter.

Simplify MBS ETF Stock Down 0.3 %

MTBA stock opened at $50.15 on Thursday. The business has a 50-day simple moving average of $49.80 and a 200 day simple moving average of $50.45. Simplify MBS ETF has a 52 week low of $49.10 and a 52 week high of $51.97.

Simplify MBS ETF Announces Dividend

The business also recently declared a dividend, which was paid on Friday, February 28th. Investors of record on Tuesday, February 25th were paid a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, February 25th.

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.