Simplify Target 15 Distribution ETF
18 hedge funds and large institutions have $35.6M invested in Simplify Target 15 Distribution ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
20% more funds holding
Funds holding: 15 → 18 (+3)
16.57% more ownership
Funds ownership: 45.12% → 61.69% (+17%)
9% more capital invested
Capital invested by funds: $32.6M → $35.6M (+$3.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$3.75M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.62M |
| 3 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$618K |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$435K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$379K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OL
Owen LaRue
Elizabethtown,
Kentucky
|
-$1.33M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.09M |
| 3 |
CF
Claris Financial
Glen Allen,
Virginia
|
-$898K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$4.95K |
| 5 |
ACM
Anfield Capital Management
Irvine,
California
|
-$1.12K |
XV Hedge Fund Activity: Q1 2026 in Review
18 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Simplify Target 15 Distribution ETF (XV) for Q1 2026, worth a combined $35.6M — up 9.3% from $32.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XV positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Principal Securities, adding an estimated $3.75M. The largest seller was Owen LaRue, cutting an estimated $1.33M.
- 18 institutional investors held Simplify Target 15 Distribution ETF (XV) as of Q1 2026, up from 15 in Q4 2025.
- Funds reported $35.6M of Simplify Target 15 Distribution ETF stock for Q1 2026, up 9.3% quarter-over-quarter.
- 6 funds opened new Simplify Target 15 Distribution ETF positions in Q1 2026 and 3 closed out, a net change of +3 holders.
- The largest Simplify Target 15 Distribution ETF buyer in Q1 2026 was Principal Securities, an estimated $3.75M added.
- The largest Simplify Target 15 Distribution ETF seller in Q1 2026 was Owen LaRue, an estimated $1.33M sold.
Based on aggregated 13F filings for Q1 2026.