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Simplify MBS ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
51
Orion Portfolio Solutions
Nebraska
$2.86M -$210K -4,230 -7%
BCI
52
Brinker Capital Investments
Pennsylvania
$2.86M -$210K -4,230 -7%
JWCA
53
J.W. Cole Advisors
Florida
$2.51M -$193K -3,883 -7%
NCM
54
Narwhal Capital Management
Georgia
$2.51M +$117K +2,354 +5%
First Manhattan
55
First Manhattan
New York
$2.48M
PCS
56
Private Client Services
Kentucky
$2.45M +$95.8K +1,927 +4%
BWM
57
BlackDiamond Wealth Management
New York
$2.21M -$290K -5,838 -12%
BEI
58
Benjamin Edwards Inc
Missouri
$2.1M +$70.4K +1,417 +3%
AAS
59
Ameritas Advisory Services
Nebraska
$1.97M +$1.27M +25,600 +183%
AIM
60
Anchor Investment Management
South Carolina
$1.7M +$193K +3,889 +13%
BI
61
Beckerman Institutional
New Jersey
$1.56M +$655K +13,171 +72%
HAM
62
Harmony Asset Management
Arizona
$1.52M +$720K +14,494 +90%
ASN
63
Advisory Services Network
Georgia
$1.46M +$1.46M +29,332 New
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$1.45M -$70.2K -1,413 -5%
CW
65
CreativeOne Wealth
Kansas
$1.43M +$18.9K +381 +1%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$1.39M +$118K +2,371 +9%
RA
67
RFG Advisory
Alabama
$1.25M -$17K -342 -1%
KF
68
K2 Financial
California
$1.19M +$1.19M +24,229 New
P
69
&Partners
Tennessee
$1.05M +$374K +7,527 +55%
GWM
70
GK Wealth Management
Nevada
$1.01M +$1.01M +20,337 New
WS
71
Wedbush Securities
California
$931K -$114K -2,295 -11%
OMC
72
Old Mission Capital
Illinois
$921K -$2.99M -60,130 -76%
HighTower Advisors
73
HighTower Advisors
Illinois
$896K +$402K +8,100 +82%
TC
74
TownSquare Capital
Utah
$890K +$180K +3,622 +25%
NA
75
Nautilus Advisors
California
$866K +$866K +17,435 New