MTBA icon

Simplify MBS ETF
MTBA

Overview Fund Activity

68 hedge funds and large institutions have $530M invested in Simplify MBS ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+22
Holders Change %
+47.83%
% of All Funds
0.99%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
26
Increased
30
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$60.4M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$49.5M
3
SAM
3
Simplify Asset Management
Nevada
$44.5M
4
Wells Fargo
4
Wells Fargo
California
$42.4M
5
WG
5
Watchman Group
Texas
$25.9M

Top Sellers

1
TWM
1
TMD Wealth Management
Arizona
$0
2
SI
2
Stephens Inc
Arkansas
$7.56M
3
FM
3
Family Management
New York
$8.16M
4
NL
4
NWAM LLC
Washington
$0
5
DWM
5
Dakota Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$60.4M 1,198,715 +1,198,715 New
MML Investors Services
2
MML Investors Services
Massachusetts
$49.5M 982,131 +959,805 +4,299%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$47.9M 951,569 +131,095 +16%
MCCA
4
Mill Creek Capital Advisors
Pennsylvania
$45.1M 895,429 +55,819 +7%
SAM
5
Simplify Asset Management
Nevada
$44.5M 884,453 +884,453 New
Wells Fargo
6
Wells Fargo
California
$42.4M 841,289 +841,289 New
WG
7
Watchman Group
Texas
$25.9M 515,049 +491,981 +2,133%
ECM
8
Evergreen Capital Management
Washington
$21.5M 427,345 +258,765 +153%
PFA
9
Peak Financial Advisors
Colorado
$19.6M 389,593 +90,280 +30%
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$18.6M 368,750 +10,700 +3%
KAM
11
Knightsbridge Asset Management
California
$17.3M 344,188 +344,188 New
BHWM
12
Bar Harbor Wealth Management
New Hampshire
$13.4M 265,351 +73,068 +38%
LG
13
Leuthold Group
Minnesota
$9.36M 185,792 +185,792 New
PEA
14
Park Edge Advisors
Ohio
$8.57M 170,162 +21,871 +15%
AWM
15
Aprio Wealth Management
Georgia
$8.24M 163,621 +13,697 +9%
HCA
16
Heck Capital Advisors
Wisconsin
$8.18M 162,515 +984 +0.6%
FM
17
Family Management
New York
$8.16M 161,995 -89,864 -36%
FAT
18
First American Trust
California
$7.9M 156,803 +41,091 +36%
SI
19
Stephens Inc
Arkansas
$7.56M 150,036 -214,608 -59%
AIP
20
Almanack Investment Partners
Pennsylvania
$7.14M 141,836 +67,687 +91%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.6M 130,962 +2,575 +2%
PHS
22
Pekin Hardy Strauss
Illinois
$6.5M 129,005 -5,885 -4%
ACM
23
Andina Capital Management
Utah
$5.35M 106,329 -4,174 -4%
HI
24
Horizon Investments
North Carolina
$4.45M 88,874 +45,937 +107%
MLM
25
Mount Lucas Management
Pennsylvania
$3.1M 61,500 -860 -1%
1
2 3