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Simplify MBS ETF

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.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

98% more capital invested

Capital invested by funds: $268M → $530M (+$262M)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

48% more funds holding

Funds holding: 4668 (+22)

6.4% more ownership

Funds ownership: 64.14%70.54% (+6.4%)

Holders
68
Holders Change
+22
Holders Change %
+47.83%
% of All Funds
0.98%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$60.4M +$60.4M +1,198,715 New
MML Investors Services
2
MML Investors Services
Massachusetts
$49.5M +$48.4M +959,805 +4,299%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$47.9M +$6.6M +131,095 +16%
MCCA
4
Mill Creek Capital Advisors
Pennsylvania
$45.1M +$2.81M +55,819 +7%
SAM
5
Simplify Asset Management
Nevada
$44.5M +$44.6M +884,453 New
Wells Fargo
6
Wells Fargo
California
$42.4M +$42.4M +841,289 New
WG
7
Watchman Group
Texas
$25.9M +$24.8M +491,981 +2,133%
ECM
8
Evergreen Capital Management
Washington
$21.5M +$13M +258,765 +153%
PFA
9
Peak Financial Advisors
Colorado
$19.6M +$4.55M +90,280 +30%
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$18.6M +$539K +10,700 +3%
KAM
11
Knightsbridge Asset Management
California
$17.3M +$17.3M +344,188 New
BHWM
12
Bar Harbor Wealth Management
New Hampshire
$13.4M +$3.68M +73,068 +38%
LG
13
Leuthold Group
Minnesota
$9.36M +$9.36M +185,792 New
PEA
14
Park Edge Advisors
Ohio
$8.57M +$1.1M +21,871 +15%
AWM
15
Aprio Wealth Management
Georgia
$8.24M +$690K +13,697 +9%
HCA
16
Heck Capital Advisors
Wisconsin
$8.18M +$49.6K +984 +0.6%
FM
17
Family Management
New York
$8.16M -$4.53M -89,864 -36%
FAT
18
First American Trust
California
$7.9M +$2.07M +41,091 +36%
SI
19
Stephens Inc
Arkansas
$7.56M -$10.8M -214,608 -59%
AIP
20
Almanack Investment Partners
Pennsylvania
$7.14M +$3.41M +67,687 +91%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.59M +$130K +2,575 +2%
PHS
22
Pekin Hardy Strauss
Illinois
$6.5M -$296K -5,885 -4%
ACM
23
Andina Capital Management
Utah
$5.35M -$210K -4,174 -4%
HI
24
Horizon Investments
North Carolina
$4.45M +$2.31M +45,937 +107%
MLM
25
Mount Lucas Management
Pennsylvania
$3.1M -$43.3K -860 -1%

MTBA Hedge Fund Activity: Q2 2024 in Review

68 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify MBS ETF (MTBA) for Q2 2024, worth a combined $530M — up 98% from $268M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MTBA positions and 4 closed out — a net gain of 22 holders — while 30 added to existing stakes and 9 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $60.4M. The largest seller was TMD Wealth Management, exiting entirely with an estimated $17.4M sold.

  • 68 institutional investors held Simplify MBS ETF (MTBA) as of Q2 2024, up from 46 in Q1 2024.
  • Funds reported $530M of Simplify MBS ETF stock for Q2 2024, up 98% quarter-over-quarter.
  • 26 funds opened new Simplify MBS ETF positions in Q2 2024 and 4 closed out, a net change of +22 holders.
  • The largest Simplify MBS ETF buyer in Q2 2024 was Municipal Employees' Retirement System of Michigan, an estimated $60.4M added.
  • The largest Simplify MBS ETF seller in Q2 2024 was TMD Wealth Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2024.