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Simplify MBS ETF

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
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$38.1M
2 -$8.98M
3 -$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
Change in
Stake
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$500K
CIBC World Market
102
CIBC World Market
Ontario, Canada
$451K
SWP
103
Stratos Wealth Partners
Ohio
$450K
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$433K
Lido Advisors
105
Lido Advisors
California
$413K
PWM
106
Perigon Wealth Management
California
$360K
KOCAA
107
Knights of Columbus Asset Advisors
Connecticut
$360K
SPWM
108
Straight Path Wealth Management
Michigan
$349K
SPIA
109
Steward Partners Investment Advisory
New York
$347K
PI
110
PFG Investments
New York
$334K
Comerica Bank
111
Comerica Bank
Texas
$318K
IAA
112
Ironsides Asset Advisors
North Carolina
$316K
KWA
113
Kingswood Wealth Advisors
California
$315K
MPW
114
Magnolia Private Wealth
Pennsylvania
$311K
VWM
115
Vigilare Wealth Management
Arizona
$304K
WPC
116
Wedmont Private Capital
Pennsylvania
$265K
WT
117
Whittier Trust
California
$247K
DE
118
Diversified Enterprises
Delaware
$235K
SAM
119
Strategy Asset Managers
California
$226K
SFS
120
Sharp Financial Services
Pennsylvania
$226K
SA
121
Stewardship Advisors
Pennsylvania
$224K
NG
122
Novem Group
New York
$221K
MFG
123
Magnus Financial Group
New York
$214K
AIMA
124
Ables Iannone Moore & Associates
Georgia
$213K
AB
125
Atlas Brown
Kentucky
$211K