Simplify MBS ETF
MTBA
MTBA
144 hedge funds and large institutions have $881M invested in Simplify MBS ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
22% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 27
23% less capital invested
Capital invested by funds: $1.14B → $881M (-$260M)
Holders
144
Holding in Top 10
13
Calls
–
Puts
–
Top Buyers
| 1 | +$13.3M | |
| 2 | +$12.9M | |
| 3 | +$10.2M | |
| 4 |
LPL Financial
San Diego,
California
|
+$9.79M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$9.01M |
Top Sellers
| 1 | -$146M | |
| 2 | -$119M | |
| 3 | -$35.8M | |
| 4 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$12.8M |
| 5 |
LI
LHM Inc
Sandy,
Utah
|
-$7.59M |
