Simplify Target 15 Distribution ETF
15 hedge funds and large institutions have $32.6M invested in Simplify Target 15 Distribution ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
5.36% less ownership
Funds ownership: 50.48% → 45.12% (-5.4%)
6% less capital invested
Capital invested by funds: $34.6M → $32.6M (-$1.97M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OL
Owen LaRue
Elizabethtown,
Kentucky
|
+$3.55M |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.85M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.69M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.41M |
| 5 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
+$701K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$9.29M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$415K |
| 3 |
Jane Street
New York
|
-$249K |
| 4 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
-$38.6K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$24.6K |
XV Hedge Fund Activity: Q4 2025 in Review
15 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Simplify Target 15 Distribution ETF (XV) for Q4 2025, worth a combined $32.6M — down 5.7% from $34.6M a quarter earlier.
Fund positioning in XV was balanced in Q4 2025: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was Owen LaRue, opening a new position worth an estimated $3.55M. The largest seller was Simplify Asset Management, cutting an estimated $9.29M.
- 15 institutional investors held Simplify Target 15 Distribution ETF (XV) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $32.6M of Simplify Target 15 Distribution ETF stock for Q4 2025, down 5.7% quarter-over-quarter.
- 4 funds opened new Simplify Target 15 Distribution ETF positions in Q4 2025 and 4 closed out, a net change of 0 holders.
- The largest Simplify Target 15 Distribution ETF buyer in Q4 2025 was Owen LaRue, an estimated $3.55M added.
- The largest Simplify Target 15 Distribution ETF seller in Q4 2025 was Simplify Asset Management, an estimated $9.29M sold.
Based on aggregated 13F filings for Q4 2025.