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Simplify MBS ETF

151 hedge funds and large institutions have $1.13B invested in Simplify MBS ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$38.1M
2 -$8.98M
3 -$4.64M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.13M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.49M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$146M
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$119M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$96.8M
Wells Fargo
4
Wells Fargo
California
$77.8M
MML Investors Services
5
MML Investors Services
Massachusetts
$71.7M
HCM
6
Hilton Capital Management
New York
$57.7M
ECM
7
Evergreen Capital Management
Washington
$53.1M
MCCA
8
Mill Creek Capital Advisors
Pennsylvania
$37M
WG
9
Watchman Group
Texas
$35.4M
KAM
10
Knightsbridge Asset Management
California
$28.7M
PFA
11
Peak Financial Advisors
Colorado
$18.5M
TIM
12
Tortoise Investment Management
New York
$16.7M
MFA
13
Morling Financial Advisors
California
$15.1M
AWM
14
Aprio Wealth Management
Georgia
$14.8M
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$14M
BHWM
16
Bar Harbor Wealth Management
New Hampshire
$14M
CI Investments Inc
17
CI Investments Inc
Ontario, Canada
$13.6M
PCP
18
Proficio Capital Partners
Massachusetts
$13.1M
CF
19
Convergence Financial
Missouri
$12.7M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.7M
EWM
21
Edge Wealth Management
New York
$11.4M
HCA
22
Heck Capital Advisors
Wisconsin
$11.2M
PHS
23
Pekin Hardy Strauss
Illinois
$10.9M
FM
24
Family Management
New York
$10.3M
HCM
25
Hutchinson Capital Management
California
$9.83M