Simplify MBS ETF
MTBA
MTBA
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
62% more funds holding
Funds holding: 68 → 110 (+42)
9.29% more ownership
Funds ownership: 70.54% → 79.83% (+9.3%)
Holders
110
Holding in Top 10
11
Calls
–
Puts
–
Top Buyers
| 1 | +$145M | |
| 2 | +$99.9M | |
| 3 | +$40.5M | |
| 4 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$39.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.2M |
Top Sellers
| 1 | -$11.1M | |
| 2 | -$7.56M | |
| 3 | -$3.1M | |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.47M |
| 5 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$1.37M |