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Simplify MBS ETF
MTBA

Overview Fund Activity

46 hedge funds and large institutions have $268M invested in Simplify MBS ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
46
Holders Change
+20
Holders Change %
+76.92%
% of All Funds
0.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
14
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCCA
1
Mill Creek Capital Advisors
Pennsylvania
$42.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.8M
3
SI
3
Stephens Inc
Arkansas
$18.6M
4
TWM
4
TMD Wealth Management
Arizona
$17.4M
5
PFA
5
Peak Financial Advisors
Colorado
$15.2M

Top Sellers

1
BCM
1
BlueCrest Capital Management
Jersey
$0
2
SAM
2
Simplify Asset Management
Nevada
$0
3
FM
3
Family Management
New York
$12.8M
4
OMC
4
Old Mission Capital
Illinois
$0
5
JEST
5
JTC Employer Solutions Trustee
Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCCA
1
Mill Creek Capital Advisors
Pennsylvania
$42.7M 839,610 +824,387 +5,415%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.8M 820,474 +820,474 New
SI
3
Stephens Inc
Arkansas
$18.6M 364,644 +364,644 New
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$18.2M 358,050 +78,550 +28%
TWM
5
TMD Wealth Management
Arizona
$17.4M 341,233 +341,233 New
PFA
6
Peak Financial Advisors
Colorado
$15.2M 299,313 +299,313 New
FM
7
Family Management
New York
$12.8M 251,859 -25,789 -9%
BHWM
8
Bar Harbor Wealth Management
New Hampshire
$9.79M 192,283 +192,283 New
ECM
9
Evergreen Capital Management
Washington
$8.58M 168,580 +168,580 New
HCA
10
Heck Capital Advisors
Wisconsin
$8.22M 161,531 +104,242 +182%
AWM
11
Aprio Wealth Management
Georgia
$7.63M 149,924 +149,924 New
PEA
12
Park Edge Advisors
Ohio
$7.55M 148,291 +131,241 +770%
PHS
13
Pekin Hardy Strauss
Illinois
$6.87M 134,890 +42,375 +46%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.54M 128,387 +9,631 +8%
FAT
15
First American Trust
California
$5.89M 115,712 +115,712 New
ACM
16
Andina Capital Management
Utah
$5.63M 110,503 +20,955 +23%
AIP
17
Almanack Investment Partners
Pennsylvania
$3.77M 74,149 +14,143 +24%
MLM
18
Mount Lucas Management
Pennsylvania
$3.17M 62,360 +610 +1%
First Manhattan
19
First Manhattan
New York
$2.55M 50,000 – –
NL
20
NWAM LLC
Washington
$2.51M 49,777 +49,777 New
HI
21
Horizon Investments
North Carolina
$2.18M 42,937 +17 +0%
BWM
22
BlackDiamond Wealth Management
New York
$2.12M 41,667 -5,592 -12%
DWM
23
Dakota Wealth Management
Florida
$2.04M 40,062 +40,062 New
Jane Street
24
Jane Street
New York
$1.87M 36,706 +14,960 +69%
CW
25
CreativeOne Wealth
Kansas
$1.48M 29,133 +29,133 New
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