Ethos Financial Group LLC Lowers Stock Position in Simplify MBS ETF $MTBA

Ethos Financial Group LLC trimmed its position in Simplify MBS ETF (NYSEARCA:MTBA) by 6.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 142,003 shares of the company’s stock after selling 10,378 shares during the quarter. Ethos Financial Group LLC owned about 0.46% of Simplify MBS ETF worth $7,150,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Allworth Financial LP purchased a new stake in shares of Simplify MBS ETF in the second quarter worth $26,000. Huntington National Bank boosted its holdings in Simplify MBS ETF by 29.3% in the 2nd quarter. Huntington National Bank now owns 1,078 shares of the company’s stock worth $54,000 after buying an additional 244 shares during the period. Farther Finance Advisors LLC boosted its holdings in Simplify MBS ETF by 59.8% in the 2nd quarter. Farther Finance Advisors LLC now owns 1,162 shares of the company’s stock worth $58,000 after buying an additional 435 shares during the period. Thurston Springer Miller Herd & Titak Inc. increased its stake in Simplify MBS ETF by 37.0% in the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 1,245 shares of the company’s stock worth $62,000 after buying an additional 336 shares in the last quarter. Finally, Global Retirement Partners LLC raised its holdings in Simplify MBS ETF by 73.5% during the third quarter. Global Retirement Partners LLC now owns 1,693 shares of the company’s stock valued at $85,000 after acquiring an additional 717 shares during the period.

Simplify MBS ETF Stock Performance

Shares of Simplify MBS ETF stock opened at $50.50 on Thursday. The stock’s 50-day simple moving average is $50.43 and its 200-day simple moving average is $50.33. Simplify MBS ETF has a 52 week low of $49.10 and a 52 week high of $50.88.

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.