MTBA icon

Simplify MBS ETF

138 hedge funds and large institutions have $968M invested in Simplify MBS ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$107M
Wells Fargo
2
Wells Fargo
California
$89.4M
MML Investors Services
3
MML Investors Services
Massachusetts
$82.5M
ECM
4
Evergreen Capital Management
Washington
$53.7M
HCM
5
Hilton Capital Management
New York
$42.1M
WG
6
Watchman Group
Texas
$39.3M
CW
7
CreativeOne Wealth
Kansas
$30.9M
KAM
8
Knightsbridge Asset Management
California
$29.8M
LPL Financial
9
LPL Financial
California
$27.9M
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$21.1M
TIM
11
Tortoise Investment Management
New York
$21.1M
AWM
12
Aprio Wealth Management
Georgia
$20.9M
CF
13
Convergence Financial
Missouri
$16.6M
EWM
14
Edge Wealth Management
New York
$16.2M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.2M
MFA
16
Morling Financial Advisors
California
$15.7M
HCM
17
Hutchinson Capital Management
California
$15.6M
BHWM
18
Bar Harbor Wealth Management
New Hampshire
$15.6M
PFA
19
Peak Financial Advisors
Colorado
$15M
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$14.7M
PHS
21
Pekin Hardy Strauss
Illinois
$14.1M
HI
22
Horizon Investments
North Carolina
$14M
LAM
23
L2 Asset Management
Massachusetts
$13.4M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$12.2M
PCP
25
Proficio Capital Partners
Massachusetts
$12M