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Simplify MBS ETF
MTBA

Overview Fund Activity

68 hedge funds and large institutions have $530M invested in Simplify MBS ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+22
Holders Change %
+47.83%
% of All Funds
0.99%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
26
Increased
30
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$60.4M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$49.5M
3
SAM
3
Simplify Asset Management
Nevada
$44.5M
4
Wells Fargo
4
Wells Fargo
California
$42.4M
5
WG
5
Watchman Group
Texas
$25.9M

Top Sellers

1
TWM
1
TMD Wealth Management
Arizona
$0
2
SI
2
Stephens Inc
Arkansas
$7.56M
3
FM
3
Family Management
New York
$8.16M
4
NL
4
NWAM LLC
Washington
$0
5
DWM
5
Dakota Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
26
First Manhattan
New York
$2.52M – – –
BWM
27
BlackDiamond Wealth Management
New York
$2.25M +$118K +2,306 +6%
AAS
28
Ameritas Advisory Services
Nebraska
$2.14M +$735K +14,600 +52%
Verition Fund Management
29
Verition Fund Management
Connecticut
$1.81M +$1.81M +36,000 New
Citadel Advisors
30
Citadel Advisors
Florida
$1.78M +$1.78M +35,333 New
NCM
31
Narwhal Capital Management
Georgia
$1.7M +$1.7M +33,688 New
SHA
32
Seneca House Advisors
Virginia
$1.64M +$527K +10,456 +47%
CW
33
CreativeOne Wealth
Kansas
$1.43M -$40.6K -805 -3%
NW
34
NewEdge Wealth
Pennsylvania
$1.37M +$56.4K +1,120 +4%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$1.21M +$495K +9,829 +69%
MFG
36
Magnus Financial Group
New York
$1.12M +$1.12M +22,335 New
AIM
37
Anchor Investment Management
South Carolina
$1.06M +$881K +17,500 +486%
JWCA
38
J.W. Cole Advisors
Florida
$960K +$960K +19,060 New
WS
39
Wedbush Securities
California
$911K +$35K +696 +4%
Jane Street
40
Jane Street
New York
$876K -$973K -19,312 -53%
VWM
41
Venturi Wealth Management
Texas
$872K +$822K +16,317 +1,632%
PCP
42
Proficio Capital Partners
Massachusetts
$724K +$324K +6,440 +81%
CA
43
Cambridge Advisors
Nebraska
$711K +$76.9K +1,527 +12%
IAA
44
Ironsides Asset Advisors
North Carolina
$638K -$60.4K -1,200 -9%
AA
45
Ancora Advisors
Ohio
$604K +$101K +2,000 +20%
Osaic Holdings
46
Osaic Holdings
Arizona
$568K +$568K +11,275 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$547K +$547K +10,852 New
TF
48
Trek Financial
Arizona
$507K -$58.8K -1,167 -10%
PAG
49
Private Advisor Group
New Jersey
$506K +$244K +4,850 +93%
KWA
50
Kingswood Wealth Advisors
California
$408K +$408K +8,106 New
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