MTBA icon

Simplify MBS ETF
MTBA

Overview Fund Activity

110 hedge funds and large institutions have $1.08B invested in Simplify MBS ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
110
Holders Change
+42
Holders Change %
+61.76%
% of All Funds
1.59%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
50
Increased
44
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$145M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$162M
3
Wells Fargo
3
Wells Fargo
California
$83.8M
4
HCM
4
Hilton Capital Management
New York
$39.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$74.2M

Top Sellers

1
BHWM
1
Bar Harbor Wealth Management
New Hampshire
$2.59M
2
SI
2
Stephens Inc
Arkansas
$0
3
MLM
3
Mount Lucas Management
Pennsylvania
$0
4
AAS
4
Ameritas Advisory Services
Nebraska
$719K
5
NW
5
NewEdge Wealth
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
26
LHM Inc
Utah
$6.97M +$6.97M +135,435 New
FAT
27
First American Trust
California
$6.89M -$1.18M -22,964 -15%
ACM
28
Andina Capital Management
Utah
$6.83M +$1.36M +26,408 +25%
SA
29
Sanctuary Advisors
Indiana
$5.92M +$5.92M +118,073 New
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$5.7M +$5.7M +110,772 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$5.53M +$4.97M +96,618 +890%
Truist Financial
32
Truist Financial
North Carolina
$5.39M +$5.39M +104,746 New
HI
33
Horizon Investments
North Carolina
$4.63M +$76.7K +1,498 +2%
OMC
34
Old Mission Capital
Illinois
$4.05M +$4.05M +78,668 New
NL
35
NWAM LLC
Washington
$3.91M +$3.91M +76,031 New
HPFG
36
Hart & Patterson Financial Group
Massachusetts
$3.37M +$3.37M +65,557 New
OPS
37
Orion Portfolio Solutions
Nebraska
$3.18M +$3.18M +61,834 New
BCI
38
Brinker Capital Investments
Pennsylvania
$3.18M +$3.18M +61,834 New
JWCA
39
J.W. Cole Advisors
Florida
$2.8M +$1.82M +35,322 +185%
BHWM
40
Bar Harbor Wealth Management
New Hampshire
$2.59M -$11.1M -214,982 -81%
First Manhattan
41
First Manhattan
New York
$2.57M – – –
BWM
42
BlackDiamond Wealth Management
New York
$2.52M +$316K +6,314 +14%
NCM
43
Narwhal Capital Management
Georgia
$2.48M +$744K +14,447 +43%
PCS
44
Private Client Services
Kentucky
$2.44M +$2.44M +47,466 New
PAG
45
Private Advisor Group
New Jersey
$2.29M +$1.77M +34,402 +342%
SHA
46
Seneca House Advisors
Virginia
$2.14M +$461K +8,953 +27%
BEI
47
Benjamin Edwards Inc
Missouri
$2.1M +$2.1M +40,884 New
Verition Fund Management
48
Verition Fund Management
Connecticut
$2.06M +$206K +4,000 +11%
MFG
49
Magnus Financial Group
New York
$1.64M +$493K +9,580 +43%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$1.57M +$1.57M +30,527 New
1
2
3 4 5