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NMB

Simplify National Muni Bond ETF

5 hedge funds and large institutions have $72.8M invested in Simplify National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less ownership

Funds ownership: 98.95%97.96% (-1%)

14% less capital invested

Capital invested by funds: $84.6M → $72.8M (-$11.7M)

29% less funds holding

Funds holding: 75 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
5
Holders Change
-2
Holders Change %
-28.57%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
2
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$67.8M -$10M -407,633 -13%
JP Morgan Chase
2
JP Morgan Chase
New York
$4.78M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$187K +$32.5K +1,323 +22%
PS
4
Principal Securities
Iowa
$30.4K +$5.35K +218 +22%
UBS Group
5
UBS Group
Switzerland
$3.12K +$3.07K +125 New
Goldman Sachs
6
Goldman Sachs
New York
-$4.54M -200,742 Closed
Bank of America
7
Bank of America
North Carolina
-$4.52M -200,000 Closed
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
-$443K -19,599 Closed

NMB Hedge Fund Activity: Q2 2025 in Review

5 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simplify National Muni Bond ETF (NMB) for Q2 2025, worth a combined $72.8M — down 14% from $84.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NMB and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.

The largest buyer was Royal Bank of Canada, adding an estimated $32.5K. The largest seller was Simplify Asset Management, cutting an estimated $10M.

  • 5 institutional investors held Simplify National Muni Bond ETF (NMB) as of Q2 2025, down from 7 in Q1 2025.
  • Funds reported $72.8M of Simplify National Muni Bond ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 1 fund opened new Simplify National Muni Bond ETF positions in Q2 2025 and 3 closed out, a net change of -2 holders.
  • The largest Simplify National Muni Bond ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $32.5K added.
  • The largest Simplify National Muni Bond ETF seller in Q2 2025 was Simplify Asset Management, an estimated $10M sold.

Based on aggregated 13F filings for Q2 2025.