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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 %
BWM
126
BlackDiamond Wealth Management
New York
$206K -$2.01M -40,302 -91%
PS
127
Principal Securities
Iowa
$204K – – –
WA
128
WPG Advisers
Maryland
$89.2K -$22.7K -453 -20%
CFD
129
Creative Financial Designs
Indiana
$87.7K +$65.2K +1,300 +289%
AAP
130
Arax Advisory Partners
Colorado
$53.6K +$53.6K +1,070 New
WB
131
Webster Bank
Connecticut
$50.1K – – –
CT
132
Colonial Trust
South Carolina
$50.1K – – –
AC
133
AlphaCore Capital
California
$50.1K +$50.1K +1,000 New
TSMHT
134
Thurston Springer Miller Herd & Titak
Indiana
$45.6K +$45.6K +909 New
IRC
135
Investors Research Corp
Georgia
$44.4K – – –
HNB
136
Huntington National Bank
Ohio
$41.8K -$44K – –
BF
137
BOK Financial
Oklahoma
$37.4K – – –
FFA
138
Farther Finance Advisors
California
$36.6K +$26K +516 +245%
Citigroup
139
Citigroup
New York
$28.1K +$28.1K +561 New
CCM
140
Coldstream Capital Management
Washington
$25.2K +$25.2K +502 New
WA
141
Whipplewood Advisors
Colorado
$23.5K +$22.4K +10,011 +2,103%
OWP
142
ORG Wealth Partners
Texas
$17.4K +$17.4K +345 New
Simplex Trading
143
Simplex Trading
Illinois
$15K +$15K +300 New
AF
144
Advisornet Financial
Minnesota
$14.2K +$2.26K +45 +19%
CIA
145
Cape Investment Advisory
Georgia
$11.2K – – –
SIS
146
Sound Income Strategies
Florida
$9.53K +$9.53K +190 New
OP
147
ORG Partners
Indiana
$6.84K -$10.5K -209 -61%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$6K -$7.68K -146 -56%
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$4.86K +$4.86K +97 New
IHWM
150
Iron Horse Wealth Management
Iowa
$3.51K +$3.51K +70 New
3 4 5
6
7