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Simplify MBS ETF

157 hedge funds and large institutions have $1.09B invested in Simplify MBS ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

1% less funds holding

Funds holding: 158157 (-1)

1% less capital invested

Capital invested by funds: $1.1B → $1.09B (-$6.87M)

1.5% less ownership

Funds ownership: 65.59%64.09% (-1.5%)

Holders
157
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
1.93%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
22
Increased
78
Reduced
43
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
126
Vawter Financial
Ohio
$246K
WT
127
Whittier Trust
California
$245K +$251 +5 +0.1%
OCM
128
Osbon Capital Management
Massachusetts
$236K +$240K +4,766 New
Bank of America
129
Bank of America
North Carolina
$232K
Raymond James Financial
130
Raymond James Financial
Florida
$214K +$217K +4,321 New
PCIA
131
Prime Capital Investment Advisors
Kansas
$209K +$213K +4,230 New
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$209K +$212K +4,223 New
UBS Group
133
UBS Group
Switzerland
$206K +$209K +4,156 New
NFG
134
Nations Financial Group
Iowa
$203K +$5.03K +100 +3%
OFO
135
OneAscent Family Office
Alabama
$201K +$2.97K +59 +1%
AAP
136
Arax Advisory Partners
Colorado
$183K +$32.9K +654 +21%
MWM
137
Mosley Wealth Management
California
$180K -$71.9K -1,430 -29%
RIA
138
Realta Investment Advisors
Delaware
$168K +$171K +3,400 New
CFD
139
Creative Financial Designs
Indiana
$168K +$1.11K +22 +0.7%
HI
140
Harbour Investments
Wisconsin
$128K
SFG
141
Strive Financial Group
Indiana
$127K -$10.6K -211 -8%
FFA
142
Farther Finance Advisors
California
$89.7K +$1.16K +23 +1%
AWM
143
AE Wealth Management
Kansas
$52.4K -$80.5K -1,602 -60%
CT
144
Colonial Trust
South Carolina
$49.5K
WB
145
Webster Bank
Connecticut
$49.5K
US Bancorp
146
US Bancorp
Minnesota
$48.1K -$11.8K -235 -19%
BF
147
BOK Financial
Oklahoma
$36.8K
EWM
148
Evermay Wealth Management
Virginia
$15.2K +$15.4K +307 New
AF
149
Advisornet Financial
Minnesota
$14K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$8.61K