Simplify MBS ETF
MTBA
139 hedge funds and large institutions have $975M invested in Simplify MBS ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 30 reducing their positions, and 19 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 30
11% more capital invested
Capital invested by funds: $881M → $975M (+$94.2M)
5.55% more ownership
Funds ownership: 59.34% → 64.89% (+5.6%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
3% less funds holding
Funds holding: 144 → 139 (-5)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$29.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.11M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.56M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$4.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$8.13M |
| 2 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
-$5.01M |
| 3 |
Jane Street
New York
|
-$3.98M |
| 4 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$2.98M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
151
Allworth Financial
Folsom,
California
| – | -$26.2K | -523 | Closed |
|
152
Simplex Trading
Chicago,
Illinois
| – | -$21K | -428 | Closed |
|
|
SIS
153
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$9.52K | -190 | Closed |
|
|
RAM
154
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$7.06K | -141 | Closed |
|
|
HPIA
155
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| – | -$2.65K | -53 | Closed |
|
|
TC
156
Truvestments Capital
Sarasota,
Florida
| – | -$2.35K | -47 | Closed |
|
|
GWM
157
Geneos Wealth Management
Englewood,
Colorado
| – | -$1.5K | -30 | Closed |
|
|
KG
158
Kilter Group
Rhinebeck,
New York
| – | -$382 | -8 | Closed |
|
MTBA Hedge Fund Activity: Q3 2025 in Review
139 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simplify MBS ETF (MTBA) for Q3 2025, worth a combined $975M — up 11% from $881M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of MTBA and 17 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 75 added.
The largest buyer was CreativeOne Wealth, adding an estimated $29.2M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $8.13M.
- 139 institutional investors held Simplify MBS ETF (MTBA) as of Q3 2025, down from 144 in Q2 2025.
- Funds reported $975M of Simplify MBS ETF stock for Q3 2025, up 11% quarter-over-quarter.
- 17 funds opened new Simplify MBS ETF positions in Q3 2025 and 19 closed out, a net change of -2 holders.
- The largest Simplify MBS ETF buyer in Q3 2025 was CreativeOne Wealth, an estimated $29.2M added.
- The largest Simplify MBS ETF seller in Q3 2025 was Advocacy Wealth Management Services, an estimated $8.13M sold.
Based on aggregated 13F filings for Q3 2025.