MTBA icon

Simplify MBS ETF
MTBA

Overview Fund Activity

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.

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

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$14.4M
2
FM
2
Family Management
New York
$14.4M
3
BCM
3
BlueCrest Capital Management
Jersey
$10.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.14M
5
PHS
5
Pekin Hardy Strauss
Illinois
$4.78M

Top Sellers

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