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Simplify MBS ETF
MTBA

Overview Fund Activity

143 hedge funds and large institutions have $874M invested in Simplify MBS ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-8
Holders Change %
-5.3%
% of All Funds
1.92%
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
60
Reduced
42
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$0
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$0
3
MCCA
Mill Creek Capital Advisors
Pennsylvania
$1.15M
4
HCM
Hilton Capital Management
New York
$44.9M
5
LI
LHM Inc
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
151
Merit Financial Group
Georgia
– -$804K -16,035 Closed
MGWM
152
Marks Group Wealth Management
Minnesota
– -$631K -12,577 Closed
CFA
153
Cahill Financial Advisors
Minnesota
– -$600K -11,958 Closed
CAG
154
Csenge Advisory Group
Florida
– -$546K -10,950 Closed
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
– -$540K -10,760 Closed
EWA
156
Exencial Wealth Advisors
Oklahoma
– -$539K -10,757 Closed
WA
157
Whipplewood Advisors
Colorado
– -$23.5K -10,487 Closed
SWP
158
Stratos Wealth Partners
Ohio
– -$450K -8,982 Closed
PWM
159
Perigon Wealth Management
California
– -$360K -7,188 Closed
DE
160
Diversified Enterprises
Delaware
– -$235K -4,679 Closed
SA
161
Stewardship Advisors
Pennsylvania
– -$224K -4,473 Closed
NG
162
Novem Group
New York
– -$221K -4,416 Closed
BWM
163
BlackDiamond Wealth Management
New York
– -$206K -4,147 Closed
WA
164
WPG Advisers
Maryland
– -$89.2K -1,780 Closed
AC
165
AlphaCore Capital
California
– -$50.1K -1,000 Closed
Citigroup
166
Citigroup
New York
– -$28.1K -561 Closed
CCM
167
Coldstream Capital Management
Washington
– -$25.2K -502 Closed
CIA
168
Cape Investment Advisory
Georgia
– -$11.2K -223 Closed
OP
169
ORG Partners
Indiana
– -$6.84K -136 Closed
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
– -$4.86K -97 Closed
IHWM
171
Iron Horse Wealth Management
Iowa
– -$3.51K -70 Closed
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