MTBA icon

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 %
JEST
51
JTC Employer Solutions Trustee
Jersey
– -$509K -9,866 Closed
Citadel Advisors
52
Citadel Advisors
Florida
– -$397K -7,685 Closed
MC
53
Moors & Cabot
Massachusetts
– -$284K -5,500 Closed
1 2
3