Simplify National Muni Bond ETF
NMB
8 hedge funds and large institutions have $44.4M invested in Simplify National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.27% less ownership
Funds ownership: 96.24% → 95.96% (-0.27%)
5% less capital invested
Capital invested by funds: $46.7M → $44.4M (-$2.34M)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$366K |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
+$307K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$307K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$13.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.49M |
| 2 |
JP Morgan Chase
New York
|
-$272K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$104K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$77K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $38.8M | – | – | – |
|
|
2
JP Morgan Chase
New York
| $4.1M | -$272K | -10,701 | -6% |
|
|
3
Jane Street
New York
| $361K | +$366K | +14,415 | New |
|
|
PS
4
Principal Securities
Des Moines,
Iowa
| $333K | +$307K | +12,093 | +978% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $302K | +$307K | +12,083 | New |
|
|
KPWS
6
Kestra Private Wealth Services
Austin,
Texas
| $298K | +$13.2K | +520 | +5% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $159K | -$77K | -3,031 | -32% |
|
|
8
UBS Group
Zurich,
Switzerland
| $1.95K | -$104K | -4,089 | -98% |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| – | -$2.49M | -98,501 | Closed |
|
NMB Hedge Fund Activity: Q4 2025 in Review
8 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simplify National Muni Bond ETF (NMB) for Q4 2025, worth a combined $44.4M — down 5% from $46.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NMB positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $366K. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.49M sold.
- 8 institutional investors held Simplify National Muni Bond ETF (NMB) as of Q4 2025, up from 7 in Q3 2025.
- Funds reported $44.4M of Simplify National Muni Bond ETF stock for Q4 2025, down 5% quarter-over-quarter.
- 2 funds opened new Simplify National Muni Bond ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
- The largest Simplify National Muni Bond ETF buyer in Q4 2025 was Jane Street, an estimated $366K added.
- The largest Simplify National Muni Bond ETF seller in Q4 2025 was Old Mission Capital, an estimated $2.49M sold.
Based on aggregated 13F filings for Q4 2025.