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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 %
LAM
26
L2 Asset Management
Massachusetts
$10.8M 215,050 +23,336 +12%
TWD
27
True Wealth Design
Ohio
$10.2M 202,742 +202,742 New
FM
28
Family Management
New York
$9.97M 199,123 -6,579 -3%
AWMS
29
Advocacy Wealth Management Services
Georgia
$8.55M 170,642 +12,666 +8%
EFG
30
Ethos Financial Group
Pennsylvania
$7.63M 152,381 -2,571 -2%
NL
31
NWAM LLC
Washington
$7.57M 151,982 -21,180 -12%
FAT
32
First American Trust
California
$7.41M 147,963 -16,212 -10%
CCC
33
Compass Capital Corp
Massachusetts
$6.51M 129,870 -3,206 -2%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$6.2M 123,717 +5,582 +5%
PWH
35
Priebe Wealth Holdings
Minnesota
$6.17M 123,100 +29,100 +31%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$5.93M 118,332 -5,129 -4%
LG
37
Leuthold Group
Minnesota
$5.01M 99,986 -23,947 -19%
PEA
38
Park Edge Advisors
Ohio
$4.8M 95,797 +19,161 +25%
PAG
39
Private Advisor Group
New Jersey
$4.67M 93,273 +4,510 +5%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$4.06M 80,969 +44,510 +122%
Jane Street
41
Jane Street
New York
$3.98M 79,541 +68,776 +639%
ACM
42
Andina Capital Management
Utah
$3.87M 77,333 -19,916 -20%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$3.84M 76,695 +47,595 +164%
NCM
44
Narwhal Capital Management
Georgia
$3.57M 71,250 +12,928 +22%
Calamos Advisors
45
Calamos Advisors
Illinois
$3.21M 64,144 +31,959 +99%
Truist Financial
46
Truist Financial
North Carolina
$3.21M 64,454 -71,717 -53%
BCI
47
Brinker Capital Investments
Pennsylvania
$3.05M 60,922 -34,997 -36%
BCG
48
Breakwater Capital Group
New Jersey
$2.96M 59,069 +25,580 +76%
BEI
49
Benjamin Edwards Inc
Missouri
$2.82M 56,249 -17,408 -24%
JWCA
50
J.W. Cole Advisors
Florida
$2.79M 55,638 +55,638 New
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