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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.

New
Increased
Maintained
Reduced
Closed
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 %
IWC
51
Integrated Wealth Concepts
Massachusetts
$376K +$705 +14 +0.2%
FTUS
52
Flow Traders U.S.
New York
$311K +$311K +6,168 New
MOS
53
MGO One Seven
Ohio
$300K +$300K +5,950 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$296K +$296K +5,885 New
GA
55
GFS Advisors
Texas
$277K +$277K +155 New
HighTower Advisors
56
HighTower Advisors
Illinois
$266K +$266K +5,268 New
SPWM
57
Straight Path Wealth Management
Michigan
$260K +$47.8K +950 +23%
Calamos Advisors
58
Calamos Advisors
Illinois
$259K +$37.1K +736 +17%
WT
59
Whittier Trust
California
$248K +$248K +4,918 New
NFP
60
Narus Financial Partners
Utah
$212K +$212K +4,213 New
Barclays
61
Barclays
United Kingdom
$202K +$202K +4,020 New
Bank of America
62
Bank of America
North Carolina
$150K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$128K +$128K +2,539 New
TIM
64
Tortoise Investment Management
New York
$108K +$108K +2,135 New
Morgan Stanley
65
Morgan Stanley
New York
$83.8K – – –
OP
66
ORG Partners
Indiana
$17.2K +$17.2K +342 New
RIL
67
Rothschild Investment LLC
Illinois
$15.1K +$15.1K +300 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$101 +$101 +2 New
TWM
69
TMD Wealth Management
Arizona
– -$17.4M -341,233 Closed
NL
70
NWAM LLC
Washington
– -$2.51M -49,777 Closed
DWM
71
Dakota Wealth Management
Florida
– -$2.04M -40,062 Closed
CSC
72
Cove Street Capital
California
– -$392K -7,700 Closed
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