Simplify MBS ETF
MTBA
144 hedge funds and large institutions have $881M invested in Simplify MBS ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 27 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 41
5% less funds holding
Funds holding: 152 → 144 (-8)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
10.86% less ownership
Funds ownership: 70.2% → 59.34% (-11%)
22% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 27
23% less capital invested
Capital invested by funds: $1.14B → $881M (-$260M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$13.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.9M |
| 3 |
TWD
True Wealth Design
Akron,
Ohio
|
+$10.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.74M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$146M |
| 2 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$119M |
| 3 |
MCCA
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
-$35.6M |
| 4 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$12.7M |
| 5 |
LI
LHM Inc
Sandy,
Utah
|
-$7.59M |
MTBA Hedge Fund Activity: Q2 2025 in Review
144 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Simplify MBS ETF (MTBA) for Q2 2025, worth a combined $881M — down 23% from $1.14B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of MTBA and 21 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 62 added.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $13.2M. The largest seller was SEI Investments, exiting entirely with an estimated $146M sold.
- 144 institutional investors held Simplify MBS ETF (MTBA) as of Q2 2025, down from 152 in Q1 2025.
- Funds reported $881M of Simplify MBS ETF stock for Q2 2025, down 23% quarter-over-quarter.
- 21 funds opened new Simplify MBS ETF positions in Q2 2025 and 27 closed out, a net change of -6 holders.
- The largest Simplify MBS ETF buyer in Q2 2025 was Bank of New York Mellon, an estimated $13.2M added.
- The largest Simplify MBS ETF seller in Q2 2025 was SEI Investments, an estimated $146M sold.
Based on aggregated 13F filings for Q2 2025.