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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 %
AAS
76
Ameritas Advisory Services
Nebraska
$973K -$994K -20,000 -51%
FNBSF
77
First National Bank Sioux Falls
South Dakota
$939K +$639K +12,741 +213%
SMC
78
Smith, Moore & Co
Missouri
$915K +$915K +18,253 New
Osaic Holdings
79
Osaic Holdings
Arizona
$891K +$21.8K +434 +3%
AA
80
AlphaQ Advisors
Florida
$888K +$888K +17,719 New
AA
81
Ancora Advisors
Ohio
$852K – – –
VWM
82
Venturi Wealth Management
Texas
$819K -$22.8K -455 -3%
MFG
83
Merit Financial Group
Georgia
$804K +$804K +16,035 New
CA
84
Cambridge Advisors
Nebraska
$798K -$65.3K -1,302 -8%
CNBTD
85
Citizens National Bank Trust Department
Mississippi
$789K +$728K +14,527 +1,211%
BAM
86
BOS Asset Management
Illinois
$739K – – –
CSC
87
Cove Street Capital
California
$732K – – –
Schroder Investment Management Group
88
Schroder Investment Management Group
United Kingdom
$725K -$677K -13,512 -48%
EPW
89
Endeavor Private Wealth
Kansas
$660K +$529K +10,544 +403%
MGWM
90
Marks Group Wealth Management
Minnesota
$631K +$631K +12,577 New
Morgan Stanley
91
Morgan Stanley
New York
$601K +$192K +3,821 +47%
CFA
92
Cahill Financial Advisors
Minnesota
$600K -$84.8K -1,691 -12%
Bank of America
93
Bank of America
North Carolina
$593K +$195K +3,887 +49%
WA
94
Whitebox Advisors
Minnesota
$567K – – –
SFA
95
Sequoia Financial Advisors
Ohio
$557K – – –
CAG
96
Csenge Advisory Group
Florida
$546K +$29.1K +584 +6%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$540K +$17.2K +342 +3%
Jane Street
98
Jane Street
New York
$540K +$94.2K +1,878 +21%
EWA
99
Exencial Wealth Advisors
Oklahoma
$539K -$5.57K -111 -1%
Goldman Sachs
100
Goldman Sachs
New York
$518K +$518K +10,332 New
2 3
4
5 6