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Simplify MBS ETF
MTBA

Overview Fund Activity

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

Top Buyers

1
MFA
1
Morling Financial Advisors
California
$14M
2
CF
2
Convergence Financial
Missouri
$11.8M
3
LAM
3
L2 Asset Management
Massachusetts
$9.22M
4
EFG
4
Ethos Financial Group
Pennsylvania
$8.98M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9M

Top Sellers

1
SAM
1
Simplify Asset Management
Nevada
$0
2
MCCA
2
Mill Creek Capital Advisors
Pennsylvania
$35.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$861K
4
PCP
4
Proficio Capital Partners
Massachusetts
$8.15M
5
HCM
5
Hilton Capital Management
New York
$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
101
CIBC World Market
Ontario, Canada
$408K +$129K +2,593 +46%
Morgan Stanley
102
Morgan Stanley
New York
$405K +$251K +5,047 +162%
GA
103
GFS Advisors
Texas
$395K +$395K +7,950 New
Bank of America
104
Bank of America
North Carolina
$395K +$241K +4,849 +157%
PWM
105
Perigon Wealth Management
California
$375K +$20.6K +414 +6%
GWM
106
Geneos Wealth Management
Colorado
$367K +$367K +7,377 New
SPWM
107
Straight Path Wealth Management
Michigan
$336K +$79.5K +1,600 +31%
PI
108
PFG Investments
New York
$319K +$5.02K +101 +2%
MOS
109
MGO One Seven
Ohio
$317K +$4.42K +89 +1%
KWA
110
Kingswood Wealth Advisors
California
$312K – – –
FNBSF
111
First National Bank Sioux Falls
South Dakota
$298K +$298K +5,991 New
FTUS
112
Flow Traders U.S.
New York
$290K -$8.06K -162 -3%
WPC
113
Wedmont Private Capital
Pennsylvania
$263K +$263K +5,349 New
SFS
114
Sharp Financial Services
Pennsylvania
$258K +$258K +5,200 New
Lido Advisors
115
Lido Advisors
California
$247K -$13.9K -280 -5%
WT
116
Whittier Trust
California
$245K +$199 +4 +0.1%
SAF
117
Smith Anglin Financial
Texas
$228K +$228K +4,586 New
MFG
118
Magnus Financial Group
New York
$223K -$1.36M -27,427 -86%
AIMA
119
Ables Iannone Moore & Associates
Georgia
$216K +$11.7K +236 +6%
TSS
120
Two Sigma Securities
New York
$206K +$206K +4,151 New
SPIA
121
Steward Partners Investment Advisory
New York
$205K +$102K +2,046 +99%
PS
122
Principal Securities
Iowa
$204K +$29K +584 +17%
Comerica Bank
123
Comerica Bank
Texas
$149K +$62.2K +1,252 +72%
EPW
124
Endeavor Private Wealth
Kansas
$130K +$130K +2,616 New
WA
125
WPG Advisers
Maryland
$111K +$111K +2,233 New
3 4
5
6 7