Simplify MBS ETF
MTBA
153 hedge funds and large institutions have $1.14B invested in Simplify MBS ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 32 reducing their positions, and 19 closing their positions.
141% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 32
82% more capital inflows, than outflows
Capital inflows: $164M | Capital outflows: $90.4M
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
6% more funds holding
Funds holding: 145 → 153 (+8)
0.92% less ownership
Funds ownership: 71.16% → 70.23% (-0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hilton Capital Management
Garden City,
New York
|
+$24.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.3M |
| 3 |
Evergreen Capital Management
Bellevue,
Washington
|
+$15.8M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.76M |
| 5 |
Watchman Group
Plano,
Texas
|
+$6.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$38M |
| 2 |
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$8.98M |
| 3 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$4.64M |
| 4 |
Bank of New York Mellon
New York
|
-$4.13M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.47M |
MTBA Hedge Fund Activity: Q1 2025 in Review
153 of the 7,489 institutional investors tracked by Wall St. Rank reported a position in Simplify MBS ETF (MTBA) for Q1 2025, worth a combined $1.14B — up 7.5% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new MTBA positions and 19 closed out — a net gain of 9 holders — while 77 added to existing stakes and 32 trimmed.
The largest buyer was Hilton Capital Management, adding an estimated $24.4M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $38M.
- 153 institutional investors held Simplify MBS ETF (MTBA) as of Q1 2025, up from 145 in Q4 2024.
- Funds reported $1.14B of Simplify MBS ETF stock for Q1 2025, up 7.5% quarter-over-quarter.
- 28 funds opened new Simplify MBS ETF positions in Q1 2025 and 19 closed out, a net change of +9 holders.
- The largest Simplify MBS ETF buyer in Q1 2025 was Hilton Capital Management, an estimated $24.4M added.
- The largest Simplify MBS ETF seller in Q1 2025 was Municipal Employees' Retirement System of Michigan, an estimated $38M sold.
Based on aggregated 13F filings for Q1 2025.