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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 %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$38K +$38K +738 New
CA
102
Continuum Advisory
Idaho
$20.7K +$20.7K +413 New
CPA
103
Capital Performance Advisors
California
$20.6K +$20.6K +400 New
OP
104
ORG Partners
Indiana
$17.6K
CIA
105
Cape Investment Advisory
Georgia
$11.5K +$11.5K +223 New
RIL
106
Rothschild Investment LLC
Illinois
$7.72K -$7.72K -150 -50%
AF
107
Advisornet Financial
Minnesota
$7.36K +$7.36K +143 New
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$5.35K +$5.35K +104 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$5.1K +$4.99K +97 +4,850%
HNB
110
Huntington National Bank
Ohio
$2.83K
AssetMark Inc
111
AssetMark Inc
California
$978 +$978 +19 New
IA
112
IFP Advisors
Florida
$15
SI
113
Stephens Inc
Arkansas
-$7.56M -150,036 Closed
MLM
114
Mount Lucas Management
Pennsylvania
-$3.1M -61,500 Closed
NW
115
NewEdge Wealth
Pennsylvania
-$1.37M -27,223 Closed
TF
116
Trek Financial
Arizona
-$507K -10,077 Closed
NFP
117
Narus Financial Partners
Utah
-$212K -4,213 Closed
Barclays
118
Barclays
United Kingdom
-$202K -4,020 Closed
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
-$128K -2,539 Closed
GA
120
GFS Advisors
Texas
-$277K -155 Closed