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Simplify MBS ETF
MTBA

Overview Fund Activity

151 hedge funds and large institutions have $1.13B invested in Simplify MBS ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
2.05%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
28
Increased
77
Reduced
30
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Hilton Capital Management
New York
+$24.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.4M
3
ECM
Evergreen Capital Management
Washington
+$15.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.8M
5
WG
Watchman Group
Texas
+$6.26M

Top Sellers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$38.1M
2
AIP
Almanack Investment Partners
Pennsylvania
-$8.98M
3
IAA
Independent Advisor Alliance
North Carolina
-$4.64M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.13M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
26
L2 Asset Management
Massachusetts
$9.61M +$304K +6,072 +3%
NL
27
NWAM LLC
Washington
$8.68M +$1.73M +34,539 +25%
FAT
28
First American Trust
California
$8.23M +$602K +12,000 +8%
AWMS
29
Advocacy Wealth Management Services
Georgia
$7.92M +$154K +3,073 +2%
EFG
30
Ethos Financial Group
Pennsylvania
$7.77M -$1.29M -25,765 -14%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$7.71M +$69.5K +1,386 +0.9%
LI
32
LHM Inc
Utah
$7.59M -$1.16M -23,135 -13%
Truist Financial
33
Truist Financial
North Carolina
$6.83M +$1.68M +33,565 +33%
CCC
34
Compass Capital Corp
Massachusetts
$6.61M -$2.61M -52,500 -28%
LG
35
Leuthold Group
Minnesota
$6.21M -$2.7M -53,812 -30%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$6.19M +$3.12M +62,321 +102%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$5.92M -$15.9K -317 -0.3%
LPL Financial
38
LPL Financial
California
$4.88M +$1.99M +39,646 +69%
ACM
39
Andina Capital Management
Utah
$4.88M -$401K -8,004 -8%
BCI
40
Brinker Capital Investments
Pennsylvania
$4.81M +$1.92M +38,315 +67%
OPS
41
Orion Portfolio Solutions
Nebraska
$4.81M +$1.92M +38,315 +67%
PWH
42
Priebe Wealth Holdings
Minnesota
$4.71M +$4.19M +83,600 +804%
HI
43
Horizon Investments
North Carolina
$4.67M +$44.8K +898 +1%
PAG
44
Private Advisor Group
New Jersey
$4.45M +$994K +19,827 +29%
WWM
45
Whalen Wealth Management
Nevada
$3.99M +$3.99M +79,548 New
PEA
46
Park Edge Advisors
Ohio
$3.84M -$3.09M -61,549 -45%
BEI
47
Benjamin Edwards Inc
Missouri
$3.69M +$1.57M +31,356 +74%
AWM
48
AE Wealth Management
Kansas
$3.69M +$3.68M +73,457 +133,558%
SHA
49
Seneca House Advisors
Virginia
$3.67M +$192K +3,827 +6%
Citadel Advisors
50
Citadel Advisors
Florida
$3.17M -$3.49M -69,515 -52%
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