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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 %
SHA
51
Seneca House Advisors
Virginia
$2.77M 55,241 -18,010 -25%
First Manhattan
52
First Manhattan
New York
$2.5M 50,000 – –
PCS
53
Private Client Services
Kentucky
$2.35M 46,846 -2,540 -5%
AIM
54
Anchor Investment Management
South Carolina
$2.11M 42,213 +3,324 +9%
ASN
55
Advisory Services Network
Georgia
$2.01M 40,453 +2,046 +5%
LFA
56
Longview Financial Advisors
Alabama
$1.95M 38,976 +845 +2%
BI
57
Beckerman Institutional
New Jersey
$1.78M 35,580 +1,947 +6%
KPWS
58
Kestra Private Wealth Services
Texas
$1.69M 33,784 -289 -0.8%
HAM
59
Harmony Asset Management
Arizona
$1.65M 32,950 -700 -2%
WS
60
Wedbush Securities
California
$1.6M 31,879 +8,945 +39%
CW
61
CreativeOne Wealth
Kansas
$1.58M 31,595 +1,799 +6%
FNBSF
62
First National Bank Sioux Falls
South Dakota
$1.47M 29,273 +10,541 +56%
PG
63
Patten Group
Tennessee
$1.39M 27,821 +27,821 New
MCCA
64
Mill Creek Capital Advisors
Pennsylvania
$1.15M 22,990 -714,351 -97%
P
65
&Partners
Tennessee
$1.07M 21,423 -541 -2%
GWM
66
GK Wealth Management
Nevada
$1.05M 20,864 -4,292 -17%
CNBTD
67
Citizens National Bank Trust Department
Mississippi
$1.04M 20,789 +5,062 +32%
ABWM
68
Alpine Bank Wealth Management
Colorado
$1.04M 20,748 -7,927 -28%
HighTower Advisors
69
HighTower Advisors
Illinois
$981K 19,591 -2,138 -10%
SMC
70
Smith, Moore & Co
Missouri
$979K 19,553 +1,300 +7%
NA
71
Nautilus Advisors
California
$941K 18,781 -3,545 -16%
AA
72
Ancora Advisors
Ohio
$852K 17,000 – –
CA
73
Cambridge Advisors
Nebraska
$822K 16,409 +488 +3%
VWM
74
Venturi Wealth Management
Texas
$800K 15,974 -359 -2%
NA
75
NewEdge Advisors
Louisiana
$740K 14,775 -7,059 -32%
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