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Simplify MBS ETF
MTBA

139 hedge funds and large institutions have $975M invested in Simplify MBS ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 30

11% more capital invested

Capital invested by funds: $881M → $975M (+$94.2M)

5.55% more ownership

Funds ownership: 59.34% → 64.89% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

3% less funds holding

Funds holding: 144 → 139 (-5)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
1.82%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
17
Increased
75
Reduced
30
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$29.2M
2
LPL Financial
LPL Financial
California
+$13.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.11M
4
MML Investors Services
MML Investors Services
Massachusetts
+$6.56M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$4.49M

Top Sellers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
-$8.13M
2
LG
Leuthold Group
Minnesota
-$5.01M
3
Jane Street
Jane Street
New York
-$3.98M
4
HCM
Hilton Capital Management
New York
-$2.98M
5
Wells Fargo
Wells Fargo
California
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
26
Heck Capital Advisors
Wisconsin
$11.8M +$164K +3,262 +1%
TWD
27
True Wealth Design
Ohio
$10.9M +$685K +13,642 +7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$10.6M -$416K -8,291 -4%
FM
29
Family Management
New York
$9.83M -$199K -3,955 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$9.75M +$3.78M +75,379 +64%
JP Morgan Chase
31
JP Morgan Chase
New York
$8.73M +$2.5M +49,765 +40%
FAT
32
First American Trust
California
$7.48M +$26.8K +533 +0.4%
SA
33
Sanctuary Advisors
Indiana
$7.35M +$513K +10,221 +8%
NL
34
NWAM LLC
Washington
$7.25M -$465K -9,256 -6%
EFG
35
Ethos Financial Group
Pennsylvania
$7.15M -$521K -10,378 -7%
Calamos Advisors
36
Calamos Advisors
Illinois
$7.05M +$3.81M +75,858 +118%
PEA
37
Park Edge Advisors
Ohio
$6.69M +$1.86M +37,072 +39%
CCC
38
Compass Capital Corp
Massachusetts
$6.56M – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$5.8M +$1.93M +38,445 +50%
PAG
40
Private Advisor Group
New Jersey
$5.06M +$367K +7,300 +8%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$4.87M +$795K +15,825 +20%
CA
42
Continuum Advisory
Idaho
$4.12M +$4.11M +81,924 New
NCM
43
Narwhal Capital Management
Georgia
$4.12M +$534K +10,629 +15%
Truist Financial
44
Truist Financial
North Carolina
$3.83M +$585K +11,652 +18%
AIG
45
Abbington Investment Group
Connecticut
$3.57M +$3.56M +70,978 New
ACM
46
Andina Capital Management
Utah
$3.53M -$361K -7,198 -9%
BCG
47
Breakwater Capital Group
New Jersey
$3.46M +$480K +9,563 +16%
JWCA
48
J.W. Cole Advisors
Florida
$3.23M +$424K +8,451 +15%
BCI
49
Brinker Capital Investments
Pennsylvania
$2.97M -$101K -2,008 -3%
SHA
50
Seneca House Advisors
Virginia
$2.94M +$159K +3,165 +6%
1
2
3 4 5

MTBA Hedge Fund Activity: Q3 2025 in Review

139 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simplify MBS ETF (MTBA) for Q3 2025, worth a combined $975M — up 11% from $881M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of MTBA and 17 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 75 added.

The largest buyer was CreativeOne Wealth, adding an estimated $29.2M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $8.13M.

  • 139 institutional investors held Simplify MBS ETF (MTBA) as of Q3 2025, down from 144 in Q2 2025.
  • Funds reported $975M of Simplify MBS ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 17 funds opened new Simplify MBS ETF positions in Q3 2025 and 19 closed out, a net change of -2 holders.
  • The largest Simplify MBS ETF buyer in Q3 2025 was CreativeOne Wealth, an estimated $29.2M added.
  • The largest Simplify MBS ETF seller in Q3 2025 was Advocacy Wealth Management Services, an estimated $8.13M sold.

Based on aggregated 13F filings for Q3 2025.