Simplify National Muni Bond ETF
NMB
7 hedge funds and large institutions have $46.7M invested in Simplify National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
40% more funds holding
Funds holding: 5 → 7 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.72% less ownership
Funds ownership: 97.96% → 96.24% (-1.7%)
36% less capital invested
Capital invested by funds: $72.8M → $46.7M (-$26.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.42M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$280K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$99.4K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$47.2K |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
+$467 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$28.5M |
| 2 |
JP Morgan Chase
New York
|
-$414K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $39.2M | -$28.5M | -1,160,700 | -43% |
|
|
2
JP Morgan Chase
New York
| $4.4M | -$414K | -16,819 | -9% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $2.49M | +$2.42M | +98,501 | New |
|
|
KPWS
4
Kestra Private Wealth Services
Austin,
Texas
| $287K | +$280K | +11,394 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $237K | +$47.2K | +1,919 | +26% |
|
|
6
UBS Group
Zurich,
Switzerland
| $105K | +$99.4K | +4,042 | +3,234% |
|
|
PS
7
Principal Securities
Des Moines,
Iowa
| $31.2K | +$467 | +19 | +2% |
|
NMB Hedge Fund Activity: Q3 2025 in Review
7 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify National Muni Bond ETF (NMB) for Q3 2025, worth a combined $46.7M — down 36% from $72.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NMB positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.42M. The largest seller was Simplify Asset Management, cutting an estimated $28.5M.
- 7 institutional investors held Simplify National Muni Bond ETF (NMB) as of Q3 2025, up from 5 in Q2 2025.
- Funds reported $46.7M of Simplify National Muni Bond ETF stock for Q3 2025, down 36% quarter-over-quarter.
- 2 funds opened new Simplify National Muni Bond ETF positions in Q3 2025 and 0 closed out, a net change of +2 holders.
- The largest Simplify National Muni Bond ETF buyer in Q3 2025 was Old Mission Capital, an estimated $2.42M added.
- The largest Simplify National Muni Bond ETF seller in Q3 2025 was Simplify Asset Management, an estimated $28.5M sold.
Based on aggregated 13F filings for Q3 2025.