We are live on ! Find out more
XV

Simplify Target 15 Distribution ETF
XV

15 hedge funds and large institutions have $34.6M invested in Simplify Target 15 Distribution ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding

Funds holding: 3 → 15 (+12)

16% more capital invested

Capital invested by funds: $29.9M → $34.6M (+$4.65M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

11.97% less ownership

Funds ownership: 62.45% → 50.48% (-12%)

Holders
15
Holders Change
+12
Holders Change %
+400%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$1.19M
2
CF
Claris Financial
Virginia
+$956K
3
CW
CreativeOne Wealth
Kansas
+$865K
4
BIG
Brookwood Investment Group
Arizona
+$862K
5
Jane Street
Jane Street
New York
+$481K

Top Sellers

Rank Fund Capital Flow
1
SAM
Simplify Asset Management
Nevada
-$684K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$25.9M -$684K -25,594 -3%
CW
2
CreativeOne Wealth
Kansas
$4.14M +$865K +32,405 +26%
OMC
3
Old Mission Capital
Illinois
$1.19M +$1.19M +44,617 New
CF
4
Claris Financial
Virginia
$953K +$956K +35,807 New
BIG
5
Brookwood Investment Group
Arizona
$859K +$862K +32,295 New
Jane Street
6
Jane Street
New York
$479K +$481K +18,009 New
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$415K +$417K +15,612 New
PS
8
Principal Securities
Iowa
$249K +$250K +9,346 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$235K +$236K +8,846 New
ICM
10
Islay Capital Management
Texas
$74.5K +$74.8K +2,800 New
EWM
11
Evolution Wealth Management
Florida
$38.6K +$38.8K +1,452 New
Osaic Holdings
12
Osaic Holdings
Arizona
$24.6K – – –
FFA
13
Farther Finance Advisors
California
$5.19K +$5.21K +195 New
ACM
14
Anfield Capital Management
California
$293 +$294 +11 New
Wells Fargo
15
Wells Fargo
California
$18 +$27 +1 New

XV Hedge Fund Activity: Q3 2025 in Review

15 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simplify Target 15 Distribution ETF (XV) for Q3 2025, worth a combined $34.6M — up 16% from $29.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XV positions and 0 closed out — a net gain of 12 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.19M. The largest seller was Simplify Asset Management, cutting an estimated $684K.

  • 15 institutional investors held Simplify Target 15 Distribution ETF (XV) as of Q3 2025, up from 3 in Q2 2025.
  • Funds reported $34.6M of Simplify Target 15 Distribution ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 12 funds opened new Simplify Target 15 Distribution ETF positions in Q3 2025 and 0 closed out, a net change of +12 holders.
  • The largest Simplify Target 15 Distribution ETF buyer in Q3 2025 was Old Mission Capital, an estimated $1.19M added.
  • The largest Simplify Target 15 Distribution ETF seller in Q3 2025 was Simplify Asset Management, an estimated $684K sold.

Based on aggregated 13F filings for Q3 2025.