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Simplify MBS ETF
MTBA

Overview Fund Activity

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.

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
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$145M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$162M
3
Wells Fargo
3
Wells Fargo
California
$83.8M
4
HCM
4
Hilton Capital Management
New York
$39.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$74.2M

Top Sellers

1
BHWM
1
Bar Harbor Wealth Management
New Hampshire
$2.59M
2
SI
2
Stephens Inc
Arkansas
$0
3
MLM
3
Mount Lucas Management
Pennsylvania
$0
4
AAS
4
Ameritas Advisory Services
Nebraska
$719K
5
NW
5
NewEdge Wealth
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
Exencial Wealth Advisors
Oklahoma
$549K +$549K +10,660 New
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$523K +$523K +10,158 New
HighTower Advisors
78
HighTower Advisors
Illinois
$508K +$239K +4,666 +89%
CAG
79
Csenge Advisory Group
Florida
$502K +$502K +9,848 New
IWC
80
Integrated Wealth Concepts
Massachusetts
$444K +$59.1K +1,148 +15%
KPWS
81
Kestra Private Wealth Services
Texas
$430K +$430K +8,360 New
PWM
82
Perigon Wealth Management
California
$367K +$367K +7,123 New
PI
83
PFG Investments
New York
$325K +$325K +6,316 New
MOS
84
MGO One Seven
Ohio
$324K +$17.5K +339 +6%
KWA
85
Kingswood Wealth Advisors
California
$324K -$93.6K -1,818 -22%
FTUS
86
Flow Traders U.S.
New York
$309K -$8.97K -174 -3%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$289K +$289K +5,612 New
Lido Advisors
88
Lido Advisors
California
$271K +$271K +5,257 New
SPWM
89
Straight Path Wealth Management
Michigan
$266K – – –
Calamos Advisors
90
Calamos Advisors
Illinois
$265K – – –
WT
91
Whittier Trust
California
$253K +$257 +5 +0.1%
AIMA
92
Ables Iannone Moore & Associates
Georgia
$212K +$212K +4,119 New
PS
93
Principal Securities
Iowa
$181K +$181K +3,519 New
Morgan Stanley
94
Morgan Stanley
New York
$160K +$74.5K +1,448 +87%
Bank of America
95
Bank of America
North Carolina
$159K +$6.23K +121 +4%
SPIA
96
Steward Partners Investment Advisory
New York
$107K +$107K +2,072 New
Comerica Bank
97
Comerica Bank
Texas
$90K +$90K +1,748 New
CT
98
Colonial Trust
South Carolina
$51.5K +$51.5K +1,000 New
IRC
99
Investors Research Corp
Georgia
$45.6K +$45.6K +886 New
BF
100
BOK Financial
Oklahoma
$38.3K +$38.3K +745 New
1 2 3
4
5