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Simplify MBS ETF

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: 1515 (0)

1% less funds holding

Funds holding: 158157 (-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
1.93%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
76
Longview Financial Advisors
Alabama
$1.2M +$13.1K +260 +1%
Osaic Holdings
77
Osaic Holdings
Arizona
$1.17M +$246K +4,885 +26%
P
78
&Partners
Tennessee
$1.16M -$34.3K -683 -3%
Morgan Stanley
79
Morgan Stanley
New York
$1.13M -$432K -8,590 -27%
SWM
80
Spire Wealth Management
Virginia
$1.09M +$1.11M +22,100 New
HA
81
Hegarty Advisors
New York
$1.09M +$761K +15,135 +220%
AA
82
Ancora Advisors
Ohio
$1.09M +$251K +5,000 +29%
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$1M +$496K +9,873 +95%
BAM
84
BOS Asset Management
Illinois
$979K +$254K +5,058 +34%
CA
85
Cambridge Advisors
Nebraska
$965K +$18.3K +363 +2%
MWM
86
Maridea Wealth Management
New York
$963K +$307K +6,097 +46%
LWA
87
Legacy Wealth Advisors
Florida
$948K +$302 +6 +0%
FTUS
88
Flow Traders U.S.
New York
$813K -$75.3K -1,498 -8%
PS
89
Principal Securities
Iowa
$801K +$86K +1,710 +12%
Corient Private Wealth
90
Corient Private Wealth
Florida
$715K +$727K +14,461 New
TFA
91
Tranquilli Financial Advisor
New Jersey
$667K -$7.94K -158 -1%
QCM
92
Quantinno Capital Management
New York
$665K +$676K +13,446 New
NA
93
Nautilus Advisors
California
$635K -$520K -10,341 -45%
SWM
94
Steinberganna Wealth Management
New York
$626K +$2.92K +58 +0.5%
WP
95
WealthPLAN Partners
Nebraska
$583K +$101K +2,010 +21%
VWM
96
Venturi Wealth Management
Texas
$528K -$235K -4,680 -30%
PI
97
PFG Investments
New York
$526K +$6.18K +123 +1%
SAM
98
Strategy Asset Managers
California
$503K -$10.3K -205 -2%
CIBC World Market
99
CIBC World Market
Ontario, Canada
$487K -$7.39K -147 -1%
GA
100
GFS Advisors
Texas
$451K -$17.6K -350 -4%