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Simplify MBS ETF
MTBA

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$14.4M
2
FM
2
Family Management
New York
$14.4M
3
BCM
3
BlueCrest Capital Management
Jersey
$10.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.14M
5
PHS
5
Pekin Hardy Strauss
Illinois
$4.78M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
26
Venturi Wealth Management
Texas
$46.5K +$46.5K +900 New
1
2