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Simplify MBS ETF
MTBA

Overview Fund Activity

143 hedge funds and large institutions have $1.06B invested in Simplify MBS ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
143
Holders Change
+33
Holders Change %
+30%
% of All Funds
1.9%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
41
Increased
63
Reduced
27
Closed
7
Calls
$4.97M
Puts
–
Net Calls
+$4.97M
Net Calls Change
+$4.97M

Top Buyers

1
MFA
1
Morling Financial Advisors
California
$14M
2
CF
2
Convergence Financial
Missouri
$11.8M
3
LAM
3
L2 Asset Management
Massachusetts
$9.22M
4
CCC
4
Compass Capital Corp
Massachusetts
$9.22M
5
EFG
5
Ethos Financial Group
Pennsylvania
$8.98M

Top Sellers

1
SAM
1
Simplify Asset Management
Nevada
$0
2
MCCA
2
Mill Creek Capital Advisors
Pennsylvania
$35.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$861K
4
PCP
4
Proficio Capital Partners
Massachusetts
$8.15M
5
HCM
5
Hilton Capital Management
New York
$32.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$156M 3,139,253 – –
SEI Investments
2
SEI Investments
Pennsylvania
$145M 2,921,363 +112,533 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.7M 1,582,933 +141,483 +10%
Wells Fargo
4
Wells Fargo
California
$77.9M 1,567,191 -61,450 -4%
MML Investors Services
5
MML Investors Services
Massachusetts
$65.4M 1,315,487 +126,318 +11%
ECM
6
Evergreen Capital Management
Washington
$36.9M 741,880 -69,800 -9%
MCCA
7
Mill Creek Capital Advisors
Pennsylvania
$35.4M 712,077 -191,055 -21%
HCM
8
Hilton Capital Management
New York
$32.9M 662,815 -107,493 -14%
WG
9
Watchman Group
Texas
$28.9M 580,926 +26,411 +5%
KAM
10
Knightsbridge Asset Management
California
$27.7M 557,743 +66,635 +14%
PFA
11
Peak Financial Advisors
Colorado
$17.9M 361,213 -33,068 -8%
TIM
12
Tortoise Investment Management
New York
$15M 301,475 +37,481 +14%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$14.9M 299,640 -47,360 -14%
MFA
14
Morling Financial Advisors
California
$14M 281,490 +281,490 New
CF
15
Convergence Financial
Missouri
$11.8M 236,472 +236,472 New
HCA
16
Heck Capital Advisors
Wisconsin
$10.5M 211,669 +25,072 +13%
FM
17
Family Management
New York
$10.4M 209,053 +33,838 +19%
AWM
18
Aprio Wealth Management
Georgia
$10.3M 207,086 +29,872 +17%
LAM
19
L2 Asset Management
Massachusetts
$9.22M 185,642 +185,642 New
CCC
20
Compass Capital Corp
Massachusetts
$9.22M 185,576 +185,576 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9M 181,115 +156,963 +650%
AIP
22
Almanack Investment Partners
Pennsylvania
$8.98M 180,717 +26,728 +17%
EFG
23
Ethos Financial Group
Pennsylvania
$8.98M 180,717 +180,717 New
LG
24
Leuthold Group
Minnesota
$8.83M 177,745 -95,630 -35%
LI
25
LHM Inc
Utah
$8.67M 174,435 +39,000 +29%
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