Ethos Financial Group LLC Purchases 21,596 Shares of Simplify MBS ETF $MTBA

Ethos Financial Group LLC increased its position in Simplify MBS ETF (NYSEARCA:MTBA) by 11.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 211,889 shares of the company’s stock after purchasing an additional 21,596 shares during the period. Ethos Financial Group LLC’s holdings in Simplify MBS ETF were worth $10,450,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in MTBA. MML Investors Services LLC boosted its holdings in shares of Simplify MBS ETF by 7.1% during the 4th quarter. MML Investors Services LLC now owns 1,755,656 shares of the company’s stock valued at $88,503,000 after buying an additional 116,584 shares in the last quarter. Edge Wealth Management LLC increased its stake in shares of 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 worth $50,412,000 after acquiring an additional 678,832 shares in the last quarter. Watchman Group Inc. lifted its position in Simplify MBS ETF by 5.6% during the 1st quarter. Watchman Group Inc. now owns 877,875 shares of the company’s stock valued at $43,420,000 after acquiring an additional 46,655 shares during the period. Hilton Capital Management LLC lifted its position in Simplify MBS ETF by 0.6% during the 4th quarter. Hilton Capital Management LLC now owns 841,350 shares of the company’s stock valued at $42,412,000 after acquiring an additional 4,855 shares during the period. Finally, LPL Financial LLC boosted its stake in Simplify MBS ETF by 1.3% during the fourth quarter. LPL Financial LLC now owns 561,544 shares of the company’s stock worth $28,307,000 after acquiring an additional 7,056 shares in the last quarter.

Simplify MBS ETF Price Performance

NYSEARCA:MTBA opened at $48.93 on Wednesday. Simplify MBS ETF has a one year low of $48.67 and a one year high of $50.88. The company’s 50-day simple moving average is $49.12 and its 200 day simple moving average is $49.78.

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.