MTBA icon

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 %
HI
151
Harbour Investments
Wisconsin
$3.26K +$3.26K +65 New
TC
152
Truvestments Capital
Florida
$2.36K – – –
AIP
153
Almanack Investment Partners
Pennsylvania
– -$8.98M -180,717 Closed
IAA
154
Independent Advisor Alliance
North Carolina
– -$4.64M -93,330 Closed
Bank of New York Mellon
155
Bank of New York Mellon
New York
– -$4.13M -83,159 Closed
DWM
156
Dakota Wealth Management
Florida
– -$3.43M -68,930 Closed
JWCA
157
J.W. Cole Advisors
Florida
– -$2.51M -50,499 Closed
RA
158
RFG Advisory
Alabama
– -$1.25M -25,069 Closed
OMC
159
Old Mission Capital
Illinois
– -$921K -18,538 Closed
BCM
160
Brookstone Capital Management
Illinois
– -$837K -16,845 Closed
AWS
161
Atria Wealth Solutions
New York
– -$672K -13,525 Closed
IWC
162
Integrated Wealth Concepts
Massachusetts
– -$455K -9,159 Closed
MOS
163
MGO One Seven
Ohio
– -$317K -6,378 Closed
FTUS
164
Flow Traders U.S.
New York
– -$290K -5,832 Closed
SAF
165
Smith Anglin Financial
Texas
– -$228K -4,586 Closed
TSS
166
Two Sigma Securities
New York
– -$206K -4,151 Closed
CA
167
Continuum Advisory
Idaho
– -$20.5K -413 Closed
RIL
168
Rothschild Investment LLC
Illinois
– -$7.45K -150 Closed
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
– -$5.02K -101 Closed
ACA
170
Aptus Capital Advisors
Alabama
– -$1.99K -40 Closed
3 4 5 6
7