Simplify MBS ETF $MTBA is Watchman Group Inc.’s Largest Position

Watchman Group Inc. increased its stake in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 6.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 831,220 shares of the company’s stock after purchasing an additional 50,766 shares during the quarter. Simplify MBS ETF makes up approximately 10.0% of Watchman Group Inc.’s holdings, making the stock its largest holding. Watchman Group Inc. owned 2.46% of Simplify MBS ETF worth $41,902,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Ameritas Advisory Services LLC grew its holdings in Simplify MBS ETF by 1,555.6% in the 3rd quarter. Ameritas Advisory Services LLC now owns 32,350 shares of the company’s stock valued at $1,629,000 after buying an additional 30,396 shares during the period. Aprio Wealth Management LLC grew its holdings in Simplify MBS ETF by 7.6% in the 3rd quarter. Aprio Wealth Management LLC now owns 414,879 shares of the company’s stock valued at $20,889,000 after buying an additional 29,193 shares during the period. Edge Wealth Management LLC grew its holdings in Simplify MBS ETF by 211.3% in the 4th quarter. Edge Wealth Management LLC now owns 1,000,038 shares of the company’s stock valued at $50,412,000 after buying an additional 678,832 shares during the period. JPMorgan Chase & Co. grew its holdings in Simplify MBS ETF by 40.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 173,482 shares of the company’s stock valued at $8,735,000 after buying an additional 49,765 shares during the period. Finally, Ethos Financial Group LLC grew its holdings in Simplify MBS ETF by 34.0% in the 4th quarter. Ethos Financial Group LLC now owns 190,293 shares of the company’s stock valued at $9,593,000 after buying an additional 48,290 shares during the period.

Simplify MBS ETF Stock Performance

MTBA opened at $48.96 on Tuesday. The business has a 50-day moving average of $49.62 and a two-hundred day moving average of $50.17. Simplify MBS ETF has a 12 month low of $48.88 and a 12 month 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.