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Simplify MBS ETF

143 hedge funds and large institutions have $874M invested in Simplify MBS ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-8
Holders Change %
-5.3%
% of All Funds
1.92%
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
60
Reduced
42
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SHA
51
Seneca House Advisors
Virginia
$2.77M -$902K -18,010 -25%
First Manhattan
52
First Manhattan
New York
$2.5M
PCS
53
Private Client Services
Kentucky
$2.35M -$127K -2,540 -5%
AIM
54
Anchor Investment Management
South Carolina
$2.11M +$166K +3,324 +9%
ASN
55
Advisory Services Network
Georgia
$2.01M +$102K +2,046 +5%
LFA
56
Longview Financial Advisors
Alabama
$1.95M +$42.3K +845 +2%
BI
57
Beckerman Institutional
New Jersey
$1.78M +$97.5K +1,947 +6%
KPWS
58
Kestra Private Wealth Services
Texas
$1.69M -$14.5K -289 -0.8%
HAM
59
Harmony Asset Management
Arizona
$1.65M -$35.1K -700 -2%
WS
60
Wedbush Securities
California
$1.6M +$448K +8,945 +39%
CW
61
CreativeOne Wealth
Kansas
$1.58M +$90.1K +1,799 +6%
FNBSF
62
First National Bank Sioux Falls
South Dakota
$1.47M +$528K +10,541 +56%
PG
63
Patten Group
Tennessee
$1.39M +$1.39M +27,821 New
MCCA
64
Mill Creek Capital Advisors
Pennsylvania
$1.15M -$35.8M -714,351 -97%
P
65
&Partners
Tennessee
$1.07M -$27K -541 -2%
GWM
66
GK Wealth Management
Nevada
$1.05M -$215K -4,292 -17%
CNBTD
67
Citizens National Bank Trust Department
Mississippi
$1.04M +$254K +5,062 +32%
ABWM
68
Alpine Bank Wealth Management
Colorado
$1.04M -$397K -7,927 -28%
HighTower Advisors
69
HighTower Advisors
Illinois
$981K -$107K -2,138 -10%
SMC
70
Smith, Moore & Co
Missouri
$979K +$65.1K +1,300 +7%
NA
71
Nautilus Advisors
California
$941K -$178K -3,545 -16%
AA
72
Ancora Advisors
Ohio
$852K
CA
73
Cambridge Advisors
Nebraska
$822K +$24.4K +488 +3%
VWM
74
Venturi Wealth Management
Texas
$800K -$18K -359 -2%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$768K +$43K +859 +6%