Simplify MBS ETF
MTBA
150 hedge funds and large institutions have $940M invested in Simplify MBS ETF in 2026 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 64 reducing their positions, and 24 closing their positions.
3.1% less ownership
Funds ownership: 64.09% → 61% (-3.1%)
4% less funds holding
Funds holding: 157 → 150 (-7)
14% less capital invested
Capital invested by funds: $1.09B → $940M (-$150M)
17% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 24
22% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 64
40% less funds holding in top 10
Funds holding in top 10: 15 → 9 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$15.1M |
| 2 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$6.35M |
| 3 |
KP
Keel Point
Huntsville,
Alabama
|
+$3.28M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$3.21M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Convergence Financial
Columbia,
Missouri
|
-$22.9M |
| 2 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$22.5M |
| 3 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
-$16.6M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$14.8M |
| 5 |
LAM
L2 Asset Management
Wayland,
Massachusetts
|
-$13M |
MTBA Hedge Fund Activity: Q2 2026 in Review
150 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Simplify MBS ETF (MTBA) for Q2 2026, worth a combined $940M — down 14% from $1.09B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of MTBA and 20 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 50 added.
The largest buyer was MML Investors Services, adding an estimated $15.1M. The largest seller was Convergence Financial, exiting entirely with an estimated $22.9M sold.
- 150 institutional investors held Simplify MBS ETF (MTBA) as of Q2 2026, down from 157 in Q1 2026.
- Funds reported $940M of Simplify MBS ETF stock for Q2 2026, down 14% quarter-over-quarter.
- 20 funds opened new Simplify MBS ETF positions in Q2 2026 and 24 closed out, a net change of -4 holders.
- The largest Simplify MBS ETF buyer in Q2 2026 was MML Investors Services, an estimated $15.1M added.
- The largest Simplify MBS ETF seller in Q2 2026 was Convergence Financial, an estimated $22.9M sold.
Based on aggregated 13F filings for Q2 2026.