We are live on ! Find out more
MTBA icon

Simplify MBS ETF
MTBA

139 hedge funds and large institutions have $975M invested in Simplify MBS ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 30

11% more capital invested

Capital invested by funds: $881M → $975M (+$94.2M)

5.55% more ownership

Funds ownership: 59.34% → 64.89% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

3% less funds holding

Funds holding: 144 → 139 (-5)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
1.82%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
17
Increased
75
Reduced
30
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$29.2M
2
LPL Financial
LPL Financial
California
+$13.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.11M
4
MML Investors Services
MML Investors Services
Massachusetts
+$6.56M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$4.49M

Top Sellers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
-$8.13M
2
LG
Leuthold Group
Minnesota
-$5.01M
3
Jane Street
Jane Street
New York
-$3.98M
4
HCM
Hilton Capital Management
New York
-$2.98M
5
Wells Fargo
Wells Fargo
California
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
Ancora Advisors
Ohio
$856K – – –
CA
77
Cambridge Advisors
Nebraska
$839K +$13K +258 +2%
Morgan Stanley
78
Morgan Stanley
New York
$812K +$137K +2,724 +20%
VWM
79
Venturi Wealth Management
Texas
$799K -$4.87K -97 -0.6%
CSC
80
Cove Street Capital
California
$766K +$30.4K +605 +4%
BAM
81
BOS Asset Management
Illinois
$742K – – –
TFA
82
Tranquilli Financial Advisor
New Jersey
$697K +$13.3K +265 +2%
PS
83
Principal Securities
Iowa
$673K +$65.3K +1,300 +11%
SWM
84
Steinberganna Wealth Management
New York
$623K +$622K +12,380 New
FSA
85
Fort Sheridan Advisors
Illinois
$587K +$333K +6,626 +132%
SFA
86
Sequoia Financial Advisors
Ohio
$559K – – –
CIBC World Market
87
CIBC World Market
Ontario, Canada
$510K – – –
Kovitz Investment Group Partners
88
Kovitz Investment Group Partners
Illinois
$503K – – –
SAM
89
Strategy Asset Managers
California
$477K +$247K +4,920 +108%
PI
90
PFG Investments
New York
$444K +$84.1K +1,675 +23%
AWMS
91
Advocacy Wealth Management Services
Georgia
$436K -$8.13M -161,978 -95%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$423K -$348K -6,929 -45%
SPIA
93
Steward Partners Investment Advisory
New York
$388K -$103K -2,054 -21%
IAA
94
Ironsides Asset Advisors
North Carolina
$366K +$854 +17 +0.2%
AB
95
Atlas Brown
Kentucky
$350K +$87.9K +1,750 +34%
SI
96
Stephens Inc
Arkansas
$346K -$106K -2,120 -24%
GA
97
GFS Advisors
Texas
$338K +$75.8K +1,510 +29%
FCBT
98
First Citizens Bank & Trust
North Carolina
$338K +$337K +6,707 New
NA
99
NewEdge Advisors
Louisiana
$336K -$406K -8,094 -55%
SPWM
100
Straight Path Wealth Management
Michigan
$324K – – –
2 3
4
5 6

MTBA Hedge Fund Activity: Q3 2025 in Review

139 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simplify MBS ETF (MTBA) for Q3 2025, worth a combined $975M — up 11% from $881M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of MTBA and 17 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 75 added.

The largest buyer was CreativeOne Wealth, adding an estimated $29.2M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $8.13M.

  • 139 institutional investors held Simplify MBS ETF (MTBA) as of Q3 2025, down from 144 in Q2 2025.
  • Funds reported $975M of Simplify MBS ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 17 funds opened new Simplify MBS ETF positions in Q3 2025 and 19 closed out, a net change of -2 holders.
  • The largest Simplify MBS ETF buyer in Q3 2025 was CreativeOne Wealth, an estimated $29.2M added.
  • The largest Simplify MBS ETF seller in Q3 2025 was Advocacy Wealth Management Services, an estimated $8.13M sold.

Based on aggregated 13F filings for Q3 2025.