Simplify MBS ETF
MTBA
26 hedge funds and large institutions have $80.9M invested in Simplify MBS ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
43.76% more ownership
Funds ownership: 0% → 43.76% (+44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$14.3M |
| 2 |
FM
Family Management
New York
|
+$14.2M |
| 3 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$9.98M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.06M |
| 5 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
+$4.72M |
Top Sellers
MTBA Hedge Fund Activity: Q4 2023 in Review
26 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify MBS ETF (MTBA) for Q4 2023, worth a combined $80.9M.
Buyers outnumbered sellers: 26 funds opened new MTBA positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was CI Investments Inc, opening a new position worth an estimated $14.3M.
- 26 institutional investors held Simplify MBS ETF (MTBA) as of Q4 2023, up from 0 in Q3 2023.
- Funds reported $80.9M of Simplify MBS ETF stock for Q4 2023.
- 26 funds opened new Simplify MBS ETF positions in Q4 2023 and 0 closed out, a net change of +26 holders.
- The largest Simplify MBS ETF buyer in Q4 2023 was CI Investments Inc, an estimated $14.3M added.
Based on aggregated 13F filings for Q4 2023.