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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
M
151
MOTCO
Texas
$6.38K +$6.49K +129 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$5.64K
MIM
153
Marshall Investment Management
Colorado
$4.67K +$4.73K +94 New
AF
154
Allworth Financial
California
$3.21K +$3.27K +65 New
TSMHT
155
Thurston Springer Miller Herd & Titak
Indiana
$1.04K
SAM
156
Smartleaf Asset Management
Massachusetts
$592
S
157
SignatureFD
Georgia
$37 -$5.03K -100 -99%
CI Investments Inc
158
CI Investments Inc
Ontario, Canada
-$18.1M -359,459 Closed
MFA
159
Morling Financial Advisors
California
-$17.1M -338,739 Closed
FM
160
Family Management
New York
-$6.78M -134,569 Closed
SFA
161
Sequoia Financial Advisors
Ohio
-$1.13M -22,391 Closed
GWM
162
GK Wealth Management
Nevada
-$957K -18,992 Closed
Schroder Investment Management Group
163
Schroder Investment Management Group
United Kingdom
-$941K -18,651 Closed
Jane Street
164
Jane Street
New York
-$593K -11,755 Closed
SA
165
SFI Advisors
New Jersey
-$290K -5,754 Closed
WPC
166
Wedmont Private Capital
Pennsylvania
-$270K -5,349 Closed
VWM
167
Vigilare Wealth Management
Arizona
-$255K -5,056 Closed
MWM
168
Meridian Wealth Management
Kentucky
-$253K -5,021 Closed
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
-$242K -4,805 Closed
EPW
170
Evolve Private Wealth
California
-$201K -3,993 Closed
KAS
171
Kestra Advisory Services
Texas
-$70.7K -1,403 Closed
TCM
172
Tradewinds Capital Management
Washington
-$50.4K -1,000 Closed
IRC
173
Investors Research Corp
Georgia
-$22.5K -446 Closed
OWP
174
ORG Wealth Partners
Texas
-$14.4K -285 Closed
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
-$14.3K -284 Closed