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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 %
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$500K – – –
CIBC World Market
102
CIBC World Market
Ontario, Canada
$451K +$39.1K +780 +10%
SWP
103
Stratos Wealth Partners
Ohio
$450K +$752 +15 +0.2%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$433K +$433K +8,643 New
Lido Advisors
105
Lido Advisors
California
$413K +$163K +3,252 +65%
PWM
106
Perigon Wealth Management
California
$360K -$17.5K -349 -5%
KOCAA
107
Knights of Columbus Asset Advisors
Connecticut
$360K +$360K +7,175 New
SPWM
108
Straight Path Wealth Management
Michigan
$349K +$10K +200 +3%
SPIA
109
Steward Partners Investment Advisory
New York
$347K +$140K +2,801 +68%
PI
110
PFG Investments
New York
$334K +$12.4K +248 +4%
Comerica Bank
111
Comerica Bank
Texas
$318K +$168K +3,352 +112%
IAA
112
Ironsides Asset Advisors
North Carolina
$316K -$319K -6,369 -50%
KWA
113
Kingswood Wealth Advisors
California
$315K – – –
MPW
114
Magnolia Private Wealth
Pennsylvania
$311K -$190K -3,799 -38%
VWM
115
Vigilare Wealth Management
Arizona
$304K +$304K +6,062 New
WPC
116
Wedmont Private Capital
Pennsylvania
$265K – – –
WT
117
Whittier Trust
California
$247K +$251 +5 +0.1%
DE
118
Diversified Enterprises
Delaware
$235K +$235K +4,679 New
SAM
119
Strategy Asset Managers
California
$226K +$226K +4,516 New
SFS
120
Sharp Financial Services
Pennsylvania
$226K -$35.1K -700 -13%
SA
121
Stewardship Advisors
Pennsylvania
$224K +$224K +4,473 New
NG
122
Novem Group
New York
$221K +$221K +4,416 New
MFG
123
Magnus Financial Group
New York
$214K -$11.5K -229 -5%
AIMA
124
Ables Iannone Moore & Associates
Georgia
$213K -$5.22K -104 -2%
AB
125
Atlas Brown
Kentucky
$211K +$211K +4,200 New
3 4
5
6 7