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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 %
GWM
51
Geneos Wealth Management
Colorado
$3.07M +$2.24M +19,953 +270%
NCM
52
Narwhal Capital Management
Georgia
$2.92M +$393K +7,833 +16%
First Manhattan
53
First Manhattan
New York
$2.51M – – –
PCS
54
Private Client Services
Kentucky
$2.48M -$351 -7 -0%
AIM
55
Anchor Investment Management
South Carolina
$1.95M +$231K +4,600 +13%
ASN
56
Advisory Services Network
Georgia
$1.93M +$455K +9,075 +31%
LFA
57
Longview Financial Advisors
Alabama
$1.91M +$1.33M +26,501 +228%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$1.83M +$368K +7,345 +25%
KPWS
59
Kestra Private Wealth Services
Texas
$1.71M +$1.25M +24,939 +273%
HAM
60
Harmony Asset Management
Arizona
$1.69M +$150K +3,000 +10%
BI
61
Beckerman Institutional
New Jersey
$1.69M +$110K +2,200 +7%
BCG
62
Breakwater Capital Group
New Jersey
$1.68M +$1.68M +33,489 New
Calamos Advisors
63
Calamos Advisors
Illinois
$1.61M +$1.05M +20,953 +187%
CW
64
CreativeOne Wealth
Kansas
$1.49M +$54.1K +1,078 +4%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$1.46M +$1.46M +29,100 New
ABWM
66
Alpine Bank Wealth Management
Colorado
$1.44M +$1.44M +28,675 New
KF
67
K2 Financial
California
$1.27M +$66.7K +1,344 +6%
GWM
68
GK Wealth Management
Nevada
$1.26M +$242K +4,819 +24%
GA
69
GFS Advisors
Texas
$1.18M +$784K +15,640 +197%
WS
70
Wedbush Securities
California
$1.15M +$211K +4,205 +22%
NA
71
Nautilus Advisors
California
$1.12M +$245K +4,891 +28%
TC
72
TownSquare Capital
Utah
$1.11M +$210K +4,179 +23%
P
73
&Partners
Tennessee
$1.1M +$39.9K +798 +4%
NA
74
NewEdge Advisors
Louisiana
$1.09M +$299K +5,970 +38%
HighTower Advisors
75
HighTower Advisors
Illinois
$1.09M +$185K +3,695 +20%
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