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Simplify MBS ETF
MTBA
MTBA
158 hedge funds and large institutions have $1.1B invested in Simplify MBS ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 35 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
167% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 12
109% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 35
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
14% more funds holding
Funds holding: 139 → 158 (+19)
12% more capital invested
Capital invested by funds: $975M → $1.1B (+$121M)
0.7% more ownership
Funds ownership: 64.89% → 65.59% (+0.7%)
Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
1.92%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.18%
New
32
Increased
73
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$4.29M |
| 2 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
-$4.09M |
| 3 |
Bank of New York Mellon
New York
|
-$3.12M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.1M |
| 5 |
FM
Family Management
New York
|
-$3.06M |
