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Simplify MBS ETF
MTBA

Overview Fund Activity

110 hedge funds and large institutions have $1.08B invested in Simplify MBS ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
110
Holders Change
+42
Holders Change %
+61.76%
% of All Funds
1.59%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
50
Increased
44
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$145M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$162M
3
ABWM
3
Alpine Bank Wealth Management
Colorado
$42.9M
4
Wells Fargo
4
Wells Fargo
California
$83.8M
5
HCM
5
Hilton Capital Management
New York
$39.7M

Top Sellers

1
BHWM
1
Bar Harbor Wealth Management
New Hampshire
$2.59M
2
SI
2
Stephens Inc
Arkansas
$0
3
MLM
3
Mount Lucas Management
Pennsylvania
$0
4
AAS
4
Ameritas Advisory Services
Nebraska
$719K
5
NW
5
NewEdge Wealth
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$162M 3,139,253 +1,940,538 +162%
SEI Investments
2
SEI Investments
Pennsylvania
$145M 2,808,830 +2,808,830 New
Wells Fargo
3
Wells Fargo
California
$83.8M 1,628,641 +787,352 +94%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$74.2M 1,441,450 +489,881 +51%
MML Investors Services
5
MML Investors Services
Massachusetts
$61.2M 1,189,169 +207,038 +21%
SAM
6
Simplify Asset Management
Nevada
$55.3M 1,075,137 +190,684 +22%
MCCA
7
Mill Creek Capital Advisors
Pennsylvania
$46.5M 903,132 +7,703 +0.9%
ABWM
8
Alpine Bank Wealth Management
Colorado
$42.9M 833,247 +833,247 New
ECM
9
Evergreen Capital Management
Washington
$41.8M 811,680 +384,335 +90%
HCM
10
Hilton Capital Management
New York
$39.7M 770,308 +770,308 New
WG
11
Watchman Group
Texas
$28.5M 554,515 +39,466 +8%
KAM
12
Knightsbridge Asset Management
California
$25.3M 491,108 +146,920 +43%
PFA
13
Peak Financial Advisors
Colorado
$20.3M 394,281 +4,688 +1%
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$17.9M 347,000 -21,750 -6%
PCP
15
Proficio Capital Partners
Massachusetts
$15.1M 293,650 +279,270 +1,942%
LG
16
Leuthold Group
Minnesota
$14.1M 273,375 +87,583 +47%
TIM
17
Tortoise Investment Management
New York
$13.6M 263,994 +261,859 +12,265%
PEA
18
Park Edge Advisors
Ohio
$10.1M 196,799 +26,637 +16%
HCA
19
Heck Capital Advisors
Wisconsin
$9.61M 186,597 +24,082 +15%
AWM
20
Aprio Wealth Management
Georgia
$9.12M 177,214 +13,593 +8%
FM
21
Family Management
New York
$9.02M 175,215 +13,220 +8%
AIP
22
Almanack Investment Partners
Pennsylvania
$7.93M 153,989 +12,153 +9%
Osaic Holdings
23
Osaic Holdings
Arizona
$7.89M 153,182 +141,907 +1,259%
PHS
24
Pekin Hardy Strauss
Illinois
$7.27M 141,161 +12,156 +9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$7.03M 136,452 +5,490 +4%
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