Ethos Financial Group LLC Increases Holdings in Simplify MBS ETF $MTBA

Ethos Financial Group LLC raised its holdings in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 11.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 211,889 shares of the company’s stock after buying an additional 21,596 shares during the period. Ethos Financial Group LLC owned about 0.63% of Simplify MBS ETF worth $10,450,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Sanctuary Advisors LLC grew its position in Simplify MBS ETF by 4.2% during the 1st quarter. Sanctuary Advisors LLC now owns 159,902 shares of the company’s stock worth $7,909,000 after acquiring an additional 6,424 shares during the last quarter. Beckerman Institutional LLC boosted its stake in shares of Simplify MBS ETF by 48.7% during the first quarter. Beckerman Institutional LLC now owns 64,870 shares of the company’s stock valued at $3,208,000 after purchasing an additional 21,241 shares during the period. Anchor Investment Management LLC boosted its stake in shares of Simplify MBS ETF by 1.1% during the first quarter. Anchor Investment Management LLC now owns 52,716 shares of the company’s stock valued at $2,607,000 after purchasing an additional 554 shares during the period. Seneca House Advisors grew its holdings in shares of Simplify MBS ETF by 17.3% in the first quarter. Seneca House Advisors now owns 118,837 shares of the company’s stock worth $5,878,000 after purchasing an additional 17,525 shares during the last quarter. Finally, Fifth Third Bancorp bought a new position in shares of Simplify MBS ETF in the first quarter worth approximately $313,000.

Simplify MBS ETF Trading Up 0.3%

NYSEARCA:MTBA opened at $48.93 on Wednesday. The company has a fifty day moving average of $49.12 and a 200 day moving average of $49.78. Simplify MBS ETF has a 52 week low of $48.67 and a 52 week high of $50.88.

About Simplify MBS ETF

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.