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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
Comerica Bank
101
Comerica Bank
Texas
$320K -$6.38K -127 -2%
Lido Advisors
102
Lido Advisors
California
$320K -$16.4K -327 -5%
KWA
103
Kingswood Wealth Advisors
California
$317K – – –
MPW
104
Magnolia Private Wealth
Pennsylvania
$313K +$402 +8 +0.1%
SA
105
SFI Advisors
New Jersey
$290K +$86.1K +1,714 +42%
MWM
106
Maridea Wealth Management
New York
$286K +$59.8K +1,191 +27%
BCM
107
Brookstone Capital Management
Illinois
$278K +$278K +5,530 New
FFS
108
Founders Financial Securities
Maryland
$275K +$653 +13 +0.2%
WPC
109
Wedmont Private Capital
Pennsylvania
$270K – – –
VWM
110
Vigilare Wealth Management
Arizona
$255K – – –
WT
111
Whittier Trust
California
$249K +$301 +6 +0.1%
SAM
112
Seelaus Asset Management
New Jersey
$246K +$245K +4,887 New
SFS
113
Sharp Financial Services
Pennsylvania
$242K -$113K -2,250 -32%
Bank of America
114
Bank of America
North Carolina
$236K – – –
AWM
115
AE Wealth Management
Kansas
$234K +$23.6K +471 +11%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$233K +$232K +4,622 New
BWM
117
BAM Wealth Management
Colorado
$218K +$218K +4,334 New
AIMA
118
Ables Iannone Moore & Associates
Georgia
$213K -$3.56K -71 -2%
CFD
119
Creative Financial Designs
Indiana
$168K +$8.64K +172 +5%
FFA
120
Farther Finance Advisors
California
$158K +$99.1K +1,973 +170%
GRP
121
Global Retirement Partners
California
$85.2K +$36K +717 +73%
HI
122
Harbour Investments
Wisconsin
$63.3K +$59.8K +1,192 +1,834%
CT
123
Colonial Trust
South Carolina
$50.4K – – –
WB
124
Webster Bank
Connecticut
$50.4K – – –
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$50.4K +$50.2K +1,000 New
3 4
5
6 7

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.