Simplify MBS ETF
MTBA
157 hedge funds and large institutions have $1.09B invested in Simplify MBS ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 21 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 43
5% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 21
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
1% less funds holding
Funds holding: 158 → 157 (-1)
1% less capital invested
Capital invested by funds: $1.1B → $1.09B (-$6.87M)
1.5% less ownership
Funds ownership: 65.59% → 64.09% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
L2 Asset Management
Wayland,
Massachusetts
|
+$14.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.2M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$8.57M |
| 4 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$6.84M |
| 5 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$6.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$18.1M |
| 2 |
MFA
Morling Financial Advisors
Fremont,
California
|
-$17.1M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$8.99M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$8.82M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$8.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IIM
176
IFC & Insurance Marketing
Auburn,
California
| – | -$10K | -199 | Closed |
|
|
IA
177
IFP Advisors
Tampa,
Florida
| – | -$8.42K | -167 | Closed |
|
178
AssetMark Inc
Concord,
California
| – | -$8.07K | -160 | Closed |
|
MTBA Hedge Fund Activity: Q1 2026 in Review
157 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Simplify MBS ETF (MTBA) for Q1 2026, worth a combined $1.09B — down 0.63% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new MTBA positions and 21 closed out — a net gain of 1 holder — while 78 added to existing stakes and 43 trimmed.
The largest buyer was L2 Asset Management, adding an estimated $14.4M. The largest seller was CI Investments Inc, exiting entirely with an estimated $18.1M sold.
- 157 institutional investors held Simplify MBS ETF (MTBA) as of Q1 2026, down from 158 in Q4 2025.
- Funds reported $1.09B of Simplify MBS ETF stock for Q1 2026, down 0.63% quarter-over-quarter.
- 22 funds opened new Simplify MBS ETF positions in Q1 2026 and 21 closed out, a net change of +1 holder.
- The largest Simplify MBS ETF buyer in Q1 2026 was L2 Asset Management, an estimated $14.4M added.
- The largest Simplify MBS ETF seller in Q1 2026 was CI Investments Inc, an estimated $18.1M sold.
Based on aggregated 13F filings for Q1 2026.