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Simplify MBS ETF
MTBA

26 hedge funds and large institutions have $80.9M invested in Simplify MBS ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

43.76% more ownership

Funds ownership: 0% → 43.76% (+44%)

Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$14.3M
2
FM
Family Management
New York
+$14.2M
3
BCM
BlueCrest Capital Management
Jersey
+$9.98M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.06M
5
PHS
Pekin Hardy Strauss
Illinois
+$4.72M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$14.4M +$14.3M +279,500 New
FM
2
Family Management
New York
$14.4M +$14.2M +277,648 New
BCM
3
BlueCrest Capital Management
Jersey
$10.1M +$9.98M +195,576 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.14M +$6.06M +118,756 New
PHS
5
Pekin Hardy Strauss
Illinois
$4.78M +$4.72M +92,515 New
ACM
6
Andina Capital Management
Utah
$4.63M +$4.57M +89,548 New
SAM
7
Simplify Asset Management
Nevada
$3.22M +$3.18M +62,332 New
MLM
8
Mount Lucas Management
Pennsylvania
$3.19M +$3.15M +61,750 New
AIP
9
Almanack Investment Partners
Pennsylvania
$3.1M +$3.06M +60,006 New
HCA
10
Heck Capital Advisors
Wisconsin
$2.96M +$2.92M +57,289 New
First Manhattan
11
First Manhattan
New York
$2.58M +$2.55M +50,000 New
BWM
12
BlackDiamond Wealth Management
New York
$2.41M +$2.41M +47,259 New
HI
13
Horizon Investments
North Carolina
$2.21M +$2.19M +42,920 New
OMC
14
Old Mission Capital
Illinois
$1.13M +$1.12M +21,949 New
Jane Street
15
Jane Street
New York
$1.12M +$1.11M +21,746 New
PEA
16
Park Edge Advisors
Ohio
$881K +$870K +17,050 New
MCCA
17
Mill Creek Capital Advisors
Pennsylvania
$787K +$777K +15,223 New
AA
18
Ancora Advisors
Ohio
$517K +$510K +10,000 New
JEST
19
JTC Employer Solutions Trustee
Jersey
$509K +$503K +9,866 New
CA
20
Cambridge Advisors
Nebraska
$501K +$495K +9,700 New
Citadel Advisors
21
Citadel Advisors
Florida
$397K +$392K +7,685 New
MC
22
Moors & Cabot
Massachusetts
$284K +$281K +5,500 New
TF
23
Trek Financial
Arizona
$282K +$278K +5,456 New
Morgan Stanley
24
Morgan Stanley
New York
$172K +$170K +3,330 New
Bank of America
25
Bank of America
North Carolina
$154K +$152K +2,975 New
1
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MTBA Hedge Fund Activity: Q4 2023 in Review

26 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify MBS ETF (MTBA) for Q4 2023, worth a combined $80.9M.

Buyers outnumbered sellers: 26 funds opened new MTBA positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $14.3M.

  • 26 institutional investors held Simplify MBS ETF (MTBA) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $80.9M of Simplify MBS ETF stock for Q4 2023.
  • 26 funds opened new Simplify MBS ETF positions in Q4 2023 and 0 closed out, a net change of +26 holders.
  • The largest Simplify MBS ETF buyer in Q4 2023 was CI Investments Inc, an estimated $14.3M added.

Based on aggregated 13F filings for Q4 2023.