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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 %
CNBTD
126
Citizens National Bank Trust Department
Mississippi
$59.6K +$59.6K +1,200 New
CT
127
Colonial Trust
South Carolina
$49.7K – – –
WB
128
Webster Bank
Connecticut
$49.7K +$49.7K +1,000 New
IRC
129
Investors Research Corp
Georgia
$44K – – –
HNB
130
Huntington National Bank
Ohio
$44K -$2.83K – –
BF
131
BOK Financial
Oklahoma
$36.7K – – –
WA
132
Whipplewood Advisors
Colorado
$23.7K +$23.7K +476 New
CFD
133
Creative Financial Designs
Indiana
$22.4K +$22.4K +450 New
CA
134
Continuum Advisory
Idaho
$20.5K – – –
OP
135
ORG Partners
Indiana
$17.2K +$149 +3 +0.9%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$13K -$23.9K -478 -65%
AF
137
Advisornet Financial
Minnesota
$11.9K +$4.77K +96 +67%
CIA
138
Cape Investment Advisory
Georgia
$11.1K – – –
FFA
139
Farther Finance Advisors
California
$10.5K +$10.5K +211 New
RIL
140
Rothschild Investment LLC
Illinois
$7.45K – – –
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$5.02K +$5.02K +101 New
AWM
142
AE Wealth Management
Kansas
$2.73K +$2.73K +55 New
TC
143
Truvestments Capital
Florida
$2.34K +$2.34K +47 New
ACA
144
Aptus Capital Advisors
Alabama
$1.99K +$1.99K +40 New
SAM
145
Simplify Asset Management
Nevada
– -$55.3M -1,075,137 Closed
Verition Fund Management
146
Verition Fund Management
Connecticut
– -$2.06M -40,000 Closed
FA
147
Faithward Advisors
Pennsylvania
– -$1.05M -20,429 Closed
CPA
148
Capital Performance Advisors
California
– -$20.6K -400 Closed
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
– -$5.35K -104 Closed
Fidelity Investments
150
Fidelity Investments
Massachusetts
– -$5.1K -99 Closed
3 4 5
6
7