Simplify MBS ETF $MTBA Shares Bought by Ethos Financial Group LLC

Ethos Financial Group LLC raised its position in Simplify MBS ETF (NYSEARCA:MTBA) by 34.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 190,293 shares of the company’s stock after buying an additional 48,290 shares during the period. Ethos Financial Group LLC owned about 0.57% of Simplify MBS ETF worth $9,593,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in MTBA. Cambridge Advisors Inc. boosted its position in Simplify MBS ETF by 1.6% during the third quarter. Cambridge Advisors Inc. now owns 16,667 shares of the company’s stock worth $839,000 after acquiring an additional 258 shares during the last quarter. Tranquilli Financial Advisor LLC raised its holdings in Simplify MBS ETF by 2.0% in the 3rd quarter. Tranquilli Financial Advisor LLC now owns 13,850 shares of the company’s stock valued at $697,000 after acquiring an additional 265 shares during the last quarter. Osaic Holdings Inc. lifted its stake in Simplify MBS ETF by 1.9% in the 2nd quarter. Osaic Holdings Inc. now owns 18,113 shares of the company’s stock worth $907,000 after purchasing an additional 343 shares in the last quarter. Sharp Wealth Advisory LLC boosted its holdings in shares of Simplify MBS ETF by 8.3% during the 4th quarter. Sharp Wealth Advisory LLC now owns 5,200 shares of the company’s stock worth $262,000 after purchasing an additional 400 shares during the last quarter. Finally, AE Wealth Management LLC boosted its holdings in shares of Simplify MBS ETF by 11.3% during the 3rd quarter. AE Wealth Management LLC now owns 4,646 shares of the company’s stock worth $234,000 after purchasing an additional 471 shares during the last quarter.

Simplify MBS ETF Stock Performance

MTBA opened at $49.56 on Friday. Simplify MBS ETF has a one year low of $48.90 and a one year high of $50.88. The business’s 50 day moving average price is $50.16 and its 200 day moving average price is $50.38.

Simplify MBS ETF Announces Dividend

The company also recently declared a monthly dividend, which was paid on Friday, February 27th. Stockholders of record on Tuesday, February 24th were given a dividend of $0.25 per share. This represents a c) annualized dividend and a dividend yield of 6.1%. The ex-dividend date was Tuesday, February 24th.

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.