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Simplify MBS ETF
MTBA

Overview Fund Activity

143 hedge funds and large institutions have $1.06B invested in Simplify MBS ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
143
Holders Change
+33
Holders Change %
+30%
% of All Funds
1.9%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
41
Increased
63
Reduced
27
Closed
7
Calls
$4.97M
Puts
–
Net Calls
+$4.97M
Net Calls Change
+$4.97M

Top Buyers

1
MFA
1
Morling Financial Advisors
California
$14M
2
CF
2
Convergence Financial
Missouri
$11.8M
3
LAM
3
L2 Asset Management
Massachusetts
$9.22M
4
EFG
4
Ethos Financial Group
Pennsylvania
$8.98M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9M

Top Sellers

1
SAM
1
Simplify Asset Management
Nevada
$0
2
MCCA
2
Mill Creek Capital Advisors
Pennsylvania
$35.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$861K
4
PCP
4
Proficio Capital Partners
Massachusetts
$8.15M
5
HCM
5
Hilton Capital Management
New York
$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
26
Bar Harbor Wealth Management
New Hampshire
$8.47M +$5.97M +120,150 +239%
PCP
27
Proficio Capital Partners
Massachusetts
$8.15M -$6.44M -129,670 -44%
PHS
28
Pekin Hardy Strauss
Illinois
$7.88M +$865K +17,404 +12%
AWMS
29
Advocacy Wealth Management Services
Georgia
$7.7M +$7.7M +154,903 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$7.57M +$788K +15,859 +12%
FAT
31
First American Trust
California
$7.56M +$911K +18,336 +14%
SA
32
Sanctuary Advisors
Indiana
$7.3M +$1.43M +28,710 +24%
NL
33
NWAM LLC
Washington
$6.89M +$3.11M +62,592 +82%
PEA
34
Park Edge Advisors
Ohio
$6.87M -$2.91M -58,614 -30%
HCM
35
Hutchinson Capital Management
California
$6.63M +$6.63M +133,457 New
Citadel Advisors
36
Citadel Advisors
Florida
$6.59M +$5.82M +117,090 +750%
EWM
37
Edge Wealth Management
New York
$5.98M +$5.13M +103,262 +605%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$5.89M +$382K +7,680 +7%
ACM
39
Andina Capital Management
Utah
$5.23M -$1.37M -27,484 -21%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$5.2M -$142K -2,851 -3%
Truist Financial
41
Truist Financial
North Carolina
$5.1M -$106K -2,140 -2%
IAA
42
Independent Advisor Alliance
North Carolina
$4.64M +$4.64M +93,330 New
HI
43
Horizon Investments
North Carolina
$4.58M +$112K +2,273 +3%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$4.13M +$2.7M +54,401 +189%
SHA
45
Seneca House Advisors
Virginia
$3.45M +$1.39M +27,897 +67%
PAG
46
Private Advisor Group
New Jersey
$3.43M +$1.22M +24,484 +55%
DWM
47
Dakota Wealth Management
Florida
$3.43M +$3.43M +68,930 New
HPFG
48
Hart & Patterson Financial Group
Massachusetts
$3.38M +$120K +2,417 +4%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$3.04M +$3.04M +61,140 New
LPL Financial
50
LPL Financial
California
$2.87M +$2.11M +42,511 +279%
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