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Simplify MBS ETF
MTBA

157 hedge funds and large institutions have $1.09B invested in Simplify MBS ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

1% less funds holding

Funds holding: 158 → 157 (-1)

1% less capital invested

Capital invested by funds: $1.1B → $1.09B (-$6.87M)

1.5% less ownership

Funds ownership: 65.59% → 64.09% (-1.5%)

Holders
157
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
1.92%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
22
Increased
78
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LAM
L2 Asset Management
Massachusetts
+$14.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.2M
3
WIM
WealthPlan Investment Management
Nebraska
+$8.57M
4
KAM
Knightsbridge Asset Management
California
+$6.84M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$6.18M

Top Sellers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$18.1M
2
MFA
Morling Financial Advisors
California
-$17.1M
3
TI
Tidal Investments
Wisconsin
-$8.99M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$8.82M
5
PCP
Proficio Capital Partners
Massachusetts
-$8.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
51
Heck Capital Advisors
Wisconsin
$3.04M -$4.39M -87,307 -59%
PEA
52
Park Edge Advisors
Ohio
$3.04M +$478K +9,508 +18%
LWM
53
Lifetime Wealth Management
Texas
$2.98M +$328K +6,527 +12%
CA
54
Crumly & Associates
Illinois
$2.97M +$1.94M +38,558 +179%
BEI
55
Benjamin Edwards Inc
Missouri
$2.93M +$165K +3,289 +6%
BCI
56
Brinker Capital Investments
Pennsylvania
$2.9M +$147K +2,922 +5%
FNBSF
57
First National Bank Sioux Falls
South Dakota
$2.62M +$128K +2,544 +5%
AIM
58
Anchor Investment Management
South Carolina
$2.61M +$27.9K +554 +1%
WWM
59
Western Wealth Management
Colorado
$2.57M +$2.61M +51,964 New
TIM
60
Triad Investment Management
California
$2.56M +$1.01K +20 +0%
PCS
61
Private Client Services
Kentucky
$2.52M +$89.5K +1,781 +4%
First Manhattan
62
First Manhattan
New York
$2.47M – – –
KPWS
63
Kestra Private Wealth Services
Texas
$2.42M +$649K +12,911 +36%
EMAM
64
Encompass More Asset Management
California
$2.3M +$2.34M +46,489 New
ACM
65
Andina Capital Management
Utah
$2.26M -$1.15M -22,861 -33%
ASN
66
Advisory Services Network
Georgia
$2M -$287K -5,710 -12%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$1.99M -$2.48M -49,349 -55%
PG
68
Patten Group
Tennessee
$1.93M -$23.1K -459 -1%
KP
69
Keel Point
Alabama
$1.9M +$1.93M +38,370 New
CNBTD
70
Citizens National Bank Trust Department
Mississippi
$1.54M -$27.8K -552 -2%
HAM
71
Harmony Asset Management
Arizona
$1.41M +$40.2K +800 +3%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$1.39M +$1.22M +24,345 +649%
HighTower Advisors
73
HighTower Advisors
Illinois
$1.37M +$95.5K +1,900 +7%
CA
74
Continuum Advisory
Idaho
$1.32M -$901K -17,912 -40%
SMC
75
Smith, Moore & Co
Missouri
$1.28M +$167K +3,317 +15%
1 2
3
4 5

MTBA Hedge Fund Activity: Q1 2026 in Review

157 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Simplify MBS ETF (MTBA) for Q1 2026, worth a combined $1.09B — down 0.63% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MTBA positions and 21 closed out — a net gain of 1 holder — while 78 added to existing stakes and 43 trimmed.

The largest buyer was L2 Asset Management, adding an estimated $14.4M. The largest seller was CI Investments Inc, exiting entirely with an estimated $18.1M sold.

  • 157 institutional investors held Simplify MBS ETF (MTBA) as of Q1 2026, down from 158 in Q4 2025.
  • Funds reported $1.09B of Simplify MBS ETF stock for Q1 2026, down 0.63% quarter-over-quarter.
  • 22 funds opened new Simplify MBS ETF positions in Q1 2026 and 21 closed out, a net change of +1 holder.
  • The largest Simplify MBS ETF buyer in Q1 2026 was L2 Asset Management, an estimated $14.4M added.
  • The largest Simplify MBS ETF seller in Q1 2026 was CI Investments Inc, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2026.