Simplify MBS ETF
MTBA
158 hedge funds and large institutions have $1.1B invested in Simplify MBS ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 35 reducing their positions, and 12 closing their positions.
167% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 12
109% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 35
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
14% more funds holding
Funds holding: 139 → 158 (+19)
12% more capital invested
Capital invested by funds: $975M → $1.1B (+$121M)
0.7% more ownership
Funds ownership: 64.89% → 65.59% (+0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Edge Wealth Management
New York
|
+$34.3M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$15.8M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$14.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.76M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$4.29M |
| 2 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
-$4.09M |
| 3 |
Bank of New York Mellon
New York
|
-$3.12M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.1M |
| 5 |
FM
Family Management
New York
|
-$3.06M |
MTBA Hedge Fund Activity: Q4 2025 in Review
158 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Simplify MBS ETF (MTBA) for Q4 2025, worth a combined $1.1B — up 12% from $975M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new MTBA positions and 12 closed out — a net gain of 20 holders — while 73 added to existing stakes and 35 trimmed.
The largest buyer was Edge Wealth Management, adding an estimated $34.3M. The largest seller was Heck Capital Advisors, cutting an estimated $4.29M.
- 158 institutional investors held Simplify MBS ETF (MTBA) as of Q4 2025, up from 139 in Q3 2025.
- Funds reported $1.1B of Simplify MBS ETF stock for Q4 2025, up 12% quarter-over-quarter.
- 32 funds opened new Simplify MBS ETF positions in Q4 2025 and 12 closed out, a net change of +20 holders.
- The largest Simplify MBS ETF buyer in Q4 2025 was Edge Wealth Management, an estimated $34.3M added.
- The largest Simplify MBS ETF seller in Q4 2025 was Heck Capital Advisors, an estimated $4.29M sold.
Based on aggregated 13F filings for Q4 2025.