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Simplify MBS ETF

152 hedge funds and large institutions have $1.14B invested in Simplify MBS ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 31

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

8% more capital invested

Capital invested by funds: $1.06B → $1.14B (+$81.7M)

6% more funds holding

Funds holding: 144152 (+8)

0.9% less ownership

Funds ownership: 71.1%70.2% (-0.9%)

Holders
152
Holders Change
+8
Holders Change %
+5.56%
% of All Funds
2.04%
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
31
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$1.09M +$185K +3,695 +20%
AAS
77
Ameritas Advisory Services
Nebraska
$973K -$999K -20,000 -51%
FNBSF
78
First National Bank Sioux Falls
South Dakota
$939K +$636K +12,741 +213%
SMC
79
Smith, Moore & Co
Missouri
$915K +$911K +18,253 New
Osaic Holdings
80
Osaic Holdings
Arizona
$891K +$21.7K +434 +3%
AA
81
AlphaQ Advisors
Florida
$888K +$885K +17,719 New
AA
82
Ancora Advisors
Ohio
$852K
VWM
83
Venturi Wealth Management
Texas
$819K -$22.7K -455 -3%
MFG
84
Merit Financial Group
Georgia
$804K +$801K +16,035 New
CA
85
Cambridge Advisors
Nebraska
$798K -$65K -1,302 -8%
CNBTD
86
Citizens National Bank Trust Department
Mississippi
$789K +$725K +14,527 +1,211%
BAM
87
BOS Asset Management
Illinois
$739K
CSC
88
Cove Street Capital
California
$732K
Schroder Investment Management Group
89
Schroder Investment Management Group
United Kingdom
$725K -$675K -13,512 -48%
EPW
90
Endeavor Private Wealth
Kansas
$660K +$526K +10,544 +403%
MGWM
91
Marks Group Wealth Management
Minnesota
$631K +$628K +12,577 New
Morgan Stanley
92
Morgan Stanley
New York
$601K +$191K +3,821 +47%
CFA
93
Cahill Financial Advisors
Minnesota
$600K -$84.4K -1,691 -12%
Bank of America
94
Bank of America
North Carolina
$593K +$194K +3,887 +49%
WA
95
Whitebox Advisors
Minnesota
$567K
SFA
96
Sequoia Financial Advisors
Ohio
$557K
CAG
97
Csenge Advisory Group
Florida
$546K +$29.2K +584 +6%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$540K +$17.1K +342 +3%
Jane Street
99
Jane Street
New York
$540K +$93.8K +1,878 +21%
EWA
100
Exencial Wealth Advisors
Oklahoma
$539K -$5.54K -111 -1%

MTBA Hedge Fund Activity: Q1 2025 in Review

152 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Simplify MBS ETF (MTBA) for Q1 2025, worth a combined $1.14B — up 7.7% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MTBA positions and 19 closed out — a net gain of 9 holders — while 77 added to existing stakes and 31 trimmed.

The largest buyer was Hilton Capital Management, adding an estimated $24.4M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $38M.

  • 152 institutional investors held Simplify MBS ETF (MTBA) as of Q1 2025, up from 144 in Q4 2024.
  • Funds reported $1.14B of Simplify MBS ETF stock for Q1 2025, up 7.7% quarter-over-quarter.
  • 28 funds opened new Simplify MBS ETF positions in Q1 2025 and 19 closed out, a net change of +9 holders.
  • The largest Simplify MBS ETF buyer in Q1 2025 was Hilton Capital Management, an estimated $24.4M added.
  • The largest Simplify MBS ETF seller in Q1 2025 was Municipal Employees' Retirement System of Michigan, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2025.