Simplify MBS ETF $MTBA Shares Bought by Watchman Group Inc.

Watchman Group Inc. raised its position in Simplify MBS ETF (NYSEARCA:MTBA) by 5.6% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 877,875 shares of the company’s stock after purchasing an additional 46,655 shares during the quarter. Simplify MBS ETF accounts for approximately 10.5% of Watchman Group Inc.’s portfolio, making the stock its largest holding. Watchman Group Inc. owned about 2.59% of Simplify MBS ETF worth $43,420,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of MTBA. Edge Wealth Management LLC grew its holdings in shares of Simplify MBS ETF by 211.3% during the 4th quarter. Edge Wealth Management LLC now owns 1,000,038 shares of the company’s stock worth $50,412,000 after purchasing an additional 678,832 shares during the period. CreativeOne Wealth LLC raised its holdings in Simplify MBS ETF by 1,841.0% in the third quarter. CreativeOne Wealth LLC now owns 613,270 shares of the company’s stock valued at $30,878,000 after buying an additional 581,675 shares during the period. MML Investors Services LLC raised its holdings in Simplify MBS ETF by 7.1% in the fourth 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 during the period. WealthPlan Investment Management LLC purchased a new position in Simplify MBS ETF in the fourth quarter valued at approximately $5,869,000. Finally, CI Investments Inc. lifted its position in Simplify MBS ETF by 27.0% during the third quarter. CI Investments Inc. now owns 419,859 shares of the company’s stock valued at $21,140,000 after buying an additional 89,344 shares in the last quarter.

Simplify MBS ETF Trading Up 0.4%

MTBA opened at $49.37 on Thursday. Simplify MBS ETF has a 52-week low of $48.67 and a 52-week high of $50.88. The company has a 50 day moving average of $49.30 and a two-hundred day moving average of $49.92.

Simplify MBS ETF Company 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.