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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
BWM
126
BlackDiamond Wealth Management
New York
$206K
PS
127
Principal Securities
Iowa
$204K
WA
128
WPG Advisers
Maryland
$89.2K
CFD
129
Creative Financial Designs
Indiana
$87.7K
AAP
130
Arax Advisory Partners
Colorado
$53.6K
CT
131
Colonial Trust
South Carolina
$50.1K
WB
132
Webster Bank
Connecticut
$50.1K
AC
133
AlphaCore Capital
California
$50.1K
TSMHT
134
Thurston Springer Miller Herd & Titak
Indiana
$45.6K
IRC
135
Investors Research Corp
Georgia
$44.4K
HNB
136
Huntington National Bank
Ohio
$41.8K
BF
137
BOK Financial
Oklahoma
$37.4K
FFA
138
Farther Finance Advisors
California
$36.6K
Citigroup
139
Citigroup
New York
$28.1K
CCM
140
Coldstream Capital Management
Washington
$25.2K
WA
141
Whipplewood Advisors
Colorado
$23.5K
OWP
142
ORG Wealth Partners
Texas
$17.4K
Simplex Trading
143
Simplex Trading
Illinois
$15K
AF
144
Advisornet Financial
Minnesota
$14.2K
CIA
145
Cape Investment Advisory
Georgia
$11.2K
SIS
146
Sound Income Strategies
Florida
$9.53K
OP
147
ORG Partners
Indiana
$6.84K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$6K
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$4.86K
IHWM
150
Iron Horse Wealth Management
Iowa
$3.51K