Ethos Financial Group LLC Invests $8.98 Million in Simplify MBS ETF (NYSEARCA:MTBA)

Posted by Grant Hamersma on Mar 6th, 2025

Ethos Financial Group LLC bought a new position in Simplify MBS ETF (NYSEARCA:MTBA – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 180,717 shares of the company’s stock, valued at approximately $8,980,000. Simplify MBS ETF makes up about 1.2% of Ethos Financial Group LLC’s portfolio, making the stock its 24th biggest position. Ethos Financial Group LLC owned 1.39% of Simplify MBS ETF as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Investors Research Corp acquired a new position in shares of Simplify MBS ETF in the 3rd quarter worth approximately $46,000. Webster Bank N. A. acquired a new position in shares of Simplify MBS ETF in the 4th quarter worth approximately $50,000. Citizens National Bank Trust Department acquired a new position in shares of Simplify MBS ETF in the 4th quarter worth approximately $60,000. Endeavor Private Wealth Inc. acquired a new position in shares of Simplify MBS ETF in the 4th quarter worth approximately $130,000. Finally, Principal Securities Inc. grew its position in shares of Simplify MBS ETF by 16.6% in the 4th quarter. Principal Securities Inc. now owns 4,103 shares of the company’s stock worth $204,000 after acquiring an additional 584 shares in the last quarter.

Simplify MBS ETF Trading Down 0.3 %

Shares of MTBA opened at $50.15 on Thursday. The stock has a 50 day moving average of $49.80 and a 200-day moving average of $50.45. Simplify MBS ETF has a 52 week low of $49.10 and a 52 week high of $51.97.

Simplify MBS ETF Announces Dividend

The business also recently disclosed a dividend, which was paid on Friday, February 28th. Investors of record on Tuesday, February 25th were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, February 25th.

Simplify MBS ETF Profile

(Free Report)

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.