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Simplify MBS ETF
MTBA

Overview Fund Activity

142 hedge funds and large institutions have $873M invested in Simplify MBS ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 27 closing their positions.

Holders
142
Holders Change
-9
Holders Change %
-5.96%
% of All Funds
1.91%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
21
Increased
59
Reduced
42
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$13.3M
2
Wells Fargo
2
Wells Fargo
California
$90.6M
3
TWD
3
True Wealth Design
Ohio
$10.2M
4
LPL Financial
4
LPL Financial
California
$14.7M
5
HI
5
Horizon Investments
North Carolina
$13.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$0
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$0
3
MCCA
3
Mill Creek Capital Advisors
Pennsylvania
$1.15M
4
HCM
4
Hilton Capital Management
New York
$44.9M
5
LI
5
LHM Inc
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$99M 1,976,092 +46,350 +2%
Wells Fargo
2
Wells Fargo
California
$90.6M 1,809,304 +258,397 +17%
MML Investors Services
3
MML Investors Services
Massachusetts
$75.6M 1,508,448 +79,232 +6%
ECM
4
Evergreen Capital Management
Washington
$53.8M 1,073,502 +14,635 +1%
HCM
5
Hilton Capital Management
New York
$44.9M 895,924 -255,081 -22%
WG
6
Watchman Group
Texas
$37.2M 742,514 +36,746 +5%
KAM
7
Knightsbridge Asset Management
California
$27.6M 551,375 -20,046 -4%
AWM
8
Aprio Wealth Management
Georgia
$19.3M 385,686 +89,638 +30%
TIM
9
Tortoise Investment Management
New York
$17.2M 343,462 +10,961 +3%
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$16.6M 330,515 +59,075 +22%
BHWM
11
Bar Harbor Wealth Management
New Hampshire
$14.9M 297,952 +19,101 +7%
MFA
12
Morling Financial Advisors
California
$14.8M 295,026 -5,377 -2%
LPL Financial
13
LPL Financial
California
$14.7M 292,944 +195,541 +201%
PFA
14
Peak Financial Advisors
Colorado
$14.1M 281,957 -87,276 -24%
CF
15
Convergence Financial
Missouri
$13.8M 276,099 +22,761 +9%
PHS
16
Pekin Hardy Strauss
Illinois
$13.7M 274,063 +56,238 +26%
HI
17
Horizon Investments
North Carolina
$13.7M 274,362 +180,819 +193%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$13.3M 265,089 +265,089 New
PCP
19
Proficio Capital Partners
Massachusetts
$13.2M 264,512 +2,630 +1%
EWM
20
Edge Wealth Management
New York
$13.2M 263,171 +36,057 +16%
HCM
21
Hutchinson Capital Management
California
$12.8M 255,224 +59,177 +30%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$12.6M 251,163 +17,052 +7%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$12.4M 248,545 -31,589 -11%
HCA
24
Heck Capital Advisors
Wisconsin
$11.5M 230,380 +6,620 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$10.9M 218,226 +64,529 +42%
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