MTBA icon

Simplify MBS ETF
MTBA

Overview Fund Activity

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
+8
Holders Change %
+5.59%
% of All Funds
2.05%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
28
Increased
77
Reduced
30
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Hilton Capital Management
New York
+$24.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.4M
3
ECM
Evergreen Capital Management
Washington
+$15.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.8M
5
WG
Watchman Group
Texas
+$6.26M

Top Sellers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$38.1M
2
AIP
Almanack Investment Partners
Pennsylvania
-$8.98M
3
IAA
Independent Advisor Alliance
North Carolina
-$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 		Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$146M -$341K -6,811 -0.2%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$119M -$38.1M -760,760 -24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$96.8M +$17.4M +346,809 +22%
Wells Fargo
4
Wells Fargo
California
$77.8M -$816K -16,284 -1%
MML Investors Services
5
MML Investors Services
Massachusetts
$71.7M +$5.7M +113,729 +9%
HCM
6
Hilton Capital Management
New York
$57.7M +$24.5M +488,190 +74%
ECM
7
Evergreen Capital Management
Washington
$53.1M +$15.9M +316,987 +43%
MCCA
8
Mill Creek Capital Advisors
Pennsylvania
$37M +$1.27M +25,264 +4%
WG
9
Watchman Group
Texas
$35.4M +$6.26M +124,842 +21%
KAM
10
Knightsbridge Asset Management
California
$28.7M +$686K +13,678 +2%
PFA
11
Peak Financial Advisors
Colorado
$18.5M +$402K +8,020 +2%
TIM
12
Tortoise Investment Management
New York
$16.7M +$1.56M +31,026 +10%
MFA
13
Morling Financial Advisors
California
$15.1M +$948K +18,913 +7%
AWM
14
Aprio Wealth Management
Georgia
$14.8M +$4.46M +88,962 +43%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$14M +$8.8M +175,515 +168%
BHWM
16
Bar Harbor Wealth Management
New Hampshire
$14M +$5.43M +108,332 +64%
CI Investments Inc
17
CI Investments Inc
Ontario, Canada
$13.6M -$1.41M -28,200 -9%
PCP
18
Proficio Capital Partners
Massachusetts
$13.1M +$4.91M +97,902 +60%
CF
19
Convergence Financial
Missouri
$12.7M +$846K +16,866 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.7M +$2.66M +52,996 +29%
EWM
21
Edge Wealth Management
New York
$11.4M +$5.35M +106,797 +89%
HCA
22
Heck Capital Advisors
Wisconsin
$11.2M +$606K +12,091 +6%
PHS
23
Pekin Hardy Strauss
Illinois
$10.9M +$2.97M +59,260 +37%
FM
24
Family Management
New York
$10.3M -$168K -3,351 -2%
HCM
25
Hutchinson Capital Management
California
$9.83M +$3.14M +62,590 +47%
1
2 3 4 5