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Simplify MBS ETF
MTBA

Overview Fund Activity

142 hedge funds and large institutions have $873M invested in Simplify MBS ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 27 closing their positions.

Holders
142
Holders Change
-9
Holders Change %
-5.96%
% of All Funds
1.91%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
21
Increased
59
Reduced
42
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$13.3M
2
Wells Fargo
2
Wells Fargo
California
$90.6M
3
TWD
3
True Wealth Design
Ohio
$10.2M
4
LPL Financial
4
LPL Financial
California
$14.7M
5
HI
5
Horizon Investments
North Carolina
$13.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$0
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$0
3
MCCA
3
Mill Creek Capital Advisors
Pennsylvania
$1.15M
4
HCM
4
Hilton Capital Management
New York
$44.9M
5
LI
5
LHM Inc
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPW
101
Magnolia Private Wealth
Pennsylvania
$311K 6,209 +8 +0.1%
FFS
102
Founders Financial Securities
Maryland
$272K 5,440 +5,440 New
WPC
103
Wedmont Private Capital
Pennsylvania
$267K 5,349 – –
AB
104
Atlas Brown
Kentucky
$260K 5,200 +1,000 +24%
GA
105
GFS Advisors
Texas
$260K 5,200 -18,390 -78%
VWM
106
Vigilare Wealth Management
Arizona
$253K 5,056 -1,006 -17%
FSA
107
Fort Sheridan Advisors
Illinois
$252K 5,038 +5,038 New
WT
108
Whittier Trust
California
$247K 4,937 +5 +0.1%
Bank of America
109
Bank of America
North Carolina
$235K 4,682 -7,150 -60%
SAM
110
Strategy Asset Managers
California
$228K 4,554 +38 +0.8%
MWM
111
Maridea Wealth Management
New York
$222K 4,430 +4,430 New
AIMA
112
Ables Iannone Moore & Associates
Georgia
$215K 4,301 +50 +1%
MFG
113
Magnus Financial Group
New York
$213K 4,257 -2 -0%
AWM
114
AE Wealth Management
Kansas
$209K 4,175 -69,337 -94%
SA
115
SFI Advisors
New Jersey
$202K 4,040 +4,040 New
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$201K 4,012 -4,631 -54%
CFD
117
Creative Financial Designs
Indiana
$159K 3,171 +1,421 +81%
Raymond James Financial
118
Raymond James Financial
Florida
$111K 2,222 +2,222 New
AAS
119
Ameritas Advisory Services
Nebraska
$97.9K 1,954 -17,621 -90%
TSMHT
120
Thurston Springer Miller Herd & Titak
Indiana
$62.4K 1,245 +336 +37%
FFA
121
Farther Finance Advisors
California
$58.2K 1,162 +435 +60%
HNB
122
Huntington National Bank
Ohio
– – – –
AAP
123
Arax Advisory Partners
Colorado
$51.1K 1,020 -50 -5%
WB
124
Webster Bank
Connecticut
$50.1K 1,000 – –
CT
125
Colonial Trust
South Carolina
$50.1K 1,000 – –
3 4
5
6 7