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Simplify MBS ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
51
Anchor Investment Management
South Carolina
$1.56M +$479K +9,300 +44%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$1.48M +$1.48M +28,758 New
CW
53
CreativeOne Wealth
Kansas
$1.46M +$463 +9 +0%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$1.32M +$77.1K +1,495 +6%
RA
55
RFG Advisory
Alabama
$1.31M +$1.31M +25,411 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$1.24M +$940K +18,267 +310%
WS
57
Wedbush Securities
California
$1.08M +$151K +2,925 +16%
FA
58
Faithward Advisors
Pennsylvania
$1.05M +$1.05M +20,429 New
BI
59
Beckerman Institutional
New Jersey
$940K +$940K +18,262 New
EWM
60
Edge Wealth Management
New York
$878K +$878K +17,055 New
HAM
61
Harmony Asset Management
Arizona
$832K +$832K +16,156 New
Citadel Advisors
62
Citadel Advisors
Florida
$804K -$1.02M -19,724 -56%
VWM
63
Venturi Wealth Management
Texas
$803K -$88.1K -1,711 -10%
LPL Financial
64
LPL Financial
California
$785K +$785K +15,246 New
CA
65
Cambridge Advisors
Nebraska
$771K +$44.2K +858 +6%
BAM
66
BOS Asset Management
Illinois
$758K +$758K +14,730 New
CSC
67
Cove Street Capital
California
$752K +$752K +14,600 New
CFA
68
Cahill Financial Advisors
Minnesota
$736K +$736K +14,295 New
TC
69
TownSquare Capital
Utah
$736K +$736K +14,293 New
NA
70
NewEdge Advisors
Louisiana
$723K +$723K +14,041 New
AAS
71
Ameritas Advisory Services
Nebraska
$719K -$1.47M -28,525 -67%
Jane Street
72
Jane Street
New York
$693K -$203K -3,935 -23%
IAA
73
Ironsides Asset Advisors
North Carolina
$652K
P
74
&Partners
Tennessee
$650K +$650K +13,639 New
AA
75
Ancora Advisors
Ohio
$618K