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Simplify MBS ETF
MTBA

Overview Fund Activity

46 hedge funds and large institutions have $268M invested in Simplify MBS ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+20
Holders Change %
+76.92%
% of All Funds
0.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
14
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCCA
1
Mill Creek Capital Advisors
Pennsylvania
$42.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.8M
3
SI
3
Stephens Inc
Arkansas
$18.6M
4
TWM
4
TMD Wealth Management
Arizona
$17.4M
5
PFA
5
Peak Financial Advisors
Colorado
$15.2M

Top Sellers

1
BCM
1
BlueCrest Capital Management
Jersey
$0
2
SAM
2
Simplify Asset Management
Nevada
$0
3
FM
3
Family Management
New York
$12.8M
4
OMC
4
Old Mission Capital
Illinois
$0
5
JEST
5
JTC Employer Solutions Trustee
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$1.4M +$1.4M +27,900 New
NW
27
NewEdge Wealth
Pennsylvania
$1.31M +$1.31M +26,103 New
WG
28
Watchman Group
Texas
$1.17M +$1.17M +23,068 New
MML Investors Services
29
MML Investors Services
Massachusetts
$1.14M +$1.14M +22,326 New
SHA
30
Seneca House Advisors
Virginia
$1.13M +$1.13M +22,118 New
WS
31
Wedbush Securities
California
$886K +$886K +17,403 New
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$727K +$727K +14,287 New
IAA
33
Ironsides Asset Advisors
North Carolina
$706K +$706K +13,865 New
CA
34
Cambridge Advisors
Nebraska
$641K +$147K +2,882 +30%
TF
35
Trek Financial
Arizona
$572K +$295K +5,788 +106%
AA
36
Ancora Advisors
Ohio
$509K – – –
PCP
37
Proficio Capital Partners
Massachusetts
$404K +$404K +7,940 New
CSC
38
Cove Street Capital
California
$392K +$392K +7,700 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$380K +$380K +7,459 New
PAG
40
Private Advisor Group
New Jersey
$265K +$265K +5,200 New
Calamos Advisors
41
Calamos Advisors
Illinois
$225K +$225K +4,412 New
SPWM
42
Straight Path Wealth Management
Michigan
$214K +$214K +4,210 New
AIM
43
Anchor Investment Management
South Carolina
$183K +$183K +3,600 New
Bank of America
44
Bank of America
North Carolina
$151K – – –
Morgan Stanley
45
Morgan Stanley
New York
$84.8K -$84.8K -1,665 -50%
VWM
46
Venturi Wealth Management
Texas
$50.9K +$5.09K +100 +11%
Osaic Holdings
47
Osaic Holdings
Arizona
$10 – – –
BCM
48
BlueCrest Capital Management
Jersey
– -$10.1M -195,576 Closed
SAM
49
Simplify Asset Management
Nevada
– -$3.22M -62,332 Closed
OMC
50
Old Mission Capital
Illinois
– -$1.13M -21,949 Closed
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