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Simplify MBS ETF
MTBA

Overview Fund Activity

142 hedge funds and large institutions have $873M invested in Simplify MBS ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 27 closing their positions.

Holders
142
Holders Change
-9
Holders Change %
-5.96%
% of All Funds
1.91%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
21
Increased
59
Reduced
42
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$13.3M
2
Wells Fargo
2
Wells Fargo
California
$90.6M
3
TWD
3
True Wealth Design
Ohio
$10.2M
4
LPL Financial
4
LPL Financial
California
$14.7M
5
HI
5
Horizon Investments
North Carolina
$13.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$0
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$0
3
MCCA
3
Mill Creek Capital Advisors
Pennsylvania
$1.15M
4
HCM
4
Hilton Capital Management
New York
$44.9M
5
LI
5
LHM Inc
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MGWM
151
Marks Group Wealth Management
Minnesota
– – -12,577 Closed
CFA
152
Cahill Financial Advisors
Minnesota
– – -11,958 Closed
CAG
153
Csenge Advisory Group
Florida
– – -10,950 Closed
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
– – -10,760 Closed
EWA
155
Exencial Wealth Advisors
Oklahoma
– – -10,757 Closed
WA
156
Whipplewood Advisors
Colorado
– – -10,487 Closed
SWP
157
Stratos Wealth Partners
Ohio
– – -8,982 Closed
PWM
158
Perigon Wealth Management
California
– – -7,188 Closed
DE
159
Diversified Enterprises
Delaware
– – -4,679 Closed
SA
160
Stewardship Advisors
Pennsylvania
– – -4,473 Closed
NG
161
Novem Group
New York
– – -4,416 Closed
BWM
162
BlackDiamond Wealth Management
New York
– – -4,147 Closed
WA
163
WPG Advisers
Maryland
– – -1,780 Closed
AC
164
AlphaCore Capital
California
– – -1,000 Closed
Citigroup
165
Citigroup
New York
– – -561 Closed
CCM
166
Coldstream Capital Management
Washington
– – -502 Closed
CIA
167
Cape Investment Advisory
Georgia
– – -223 Closed
OP
168
ORG Partners
Indiana
– – -136 Closed
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
– – -97 Closed
IHWM
170
Iron Horse Wealth Management
Iowa
– – -70 Closed
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