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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 %
Osaic Holdings
76
Osaic Holdings
Arizona
$861K -$6.75M -135,846 -89%
CA
77
Cambridge Advisors
Nebraska
$856K +$112K +2,256 +15%
AA
78
Ancora Advisors
Ohio
$845K +$248K +5,000 +42%
BCM
79
Brookstone Capital Management
Illinois
$837K +$837K +16,845 New
VWM
80
Venturi Wealth Management
Texas
$834K +$58.7K +1,182 +8%
NA
81
NewEdge Advisors
Louisiana
$788K +$90.6K +1,823 +13%
BAM
82
BOS Asset Management
Illinois
$732K
CSC
83
Cove Street Capital
California
$725K
CFA
84
Cahill Financial Advisors
Minnesota
$678K -$32.1K -646 -5%
AWS
85
Atria Wealth Solutions
New York
$672K +$672K +13,525 New
IAA
86
Ironsides Asset Advisors
North Carolina
$629K
LFA
87
Longview Financial Advisors
Alabama
$578K +$578K +11,630 New
WA
88
Whitebox Advisors
Minnesota
$562K +$562K +11,306 New
Calamos Advisors
89
Calamos Advisors
Illinois
$558K +$302K +6,084 +118%
SFA
90
Sequoia Financial Advisors
Ohio
$552K +$552K +11,100 New
EWA
91
Exencial Wealth Advisors
Oklahoma
$540K +$10.3K +208 +2%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$518K +$12.9K +260 +3%
PWH
93
Priebe Wealth Holdings
Minnesota
$517K +$517K +10,400 New
CAG
94
Csenge Advisory Group
Florida
$515K +$25.7K +518 +5%
MPW
95
Magnolia Private Wealth
Pennsylvania
$497K +$497K +10,000 New
Kovitz Investment Group Partners
96
Kovitz Investment Group Partners
Illinois
$496K +$496K +9,980 New
IWC
97
Integrated Wealth Concepts
Massachusetts
$455K +$26.7K +538 +6%
KPWS
98
Kestra Private Wealth Services
Texas
$454K +$38.5K +774 +9%
SWP
99
Stratos Wealth Partners
Ohio
$446K +$446K +8,967 New
Jane Street
100
Jane Street
New York
$442K -$227K -4,572 -34%