Simplify Ancorato Target 25 Distribution ETF
XXV
8 hedge funds and large institutions have $33.8M invested in Simplify Ancorato Target 25 Distribution ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
55% more capital invested
Capital invested by funds: $21.8M → $33.8M (+$11.9M)
33% more funds holding
Funds holding: 6 → 8 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
31.15% less ownership
Funds ownership: 98.09% → 66.94% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMI
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
+$5.73M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$4.86M |
| 3 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$1.72M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.3M |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
-$227K |
| 2 |
Jane Street
New York
|
-$221K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWMI
1
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $20.3M | +$5.73M | +233,190 | +35% |
|
|
2
BNP Paribas Financial Markets
Paris,
France
| $4.48M | +$4.86M | +197,917 | New |
|
|
SAM
3
Simplify Asset Management
Las Vegas,
Nevada
| $2.83M | – | – | – |
|
|
CP
4
Castleview Partners
Dallas,
Texas
| $1.61M | +$646K | +26,303 | +59% |
|
|
BIG
5
Brookwood Investment Group
Phoenix,
Arizona
| $1.58M | +$1.72M | +69,881 | New |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| $1.2M | +$1.3M | +52,876 | New |
|
|
PS
7
Principal Securities
Des Moines,
Iowa
| $1.2M | +$1.3M | +52,876 | New |
|
|
MFA
8
Millington Financial Advisors
Naperville,
Illinois
| $564K | +$386K | +15,715 | +185% |
|
|
VAG
9
VisionPoint Advisory Group
Dallas,
Texas
| – | -$227K | -8,907 | Closed |
|
|
10
Jane Street
New York
| – | -$221K | -8,705 | Closed |
|
XXV Hedge Fund Activity: Q1 2026 in Review
8 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify Ancorato Target 25 Distribution ETF (XXV) for Q1 2026, worth a combined $33.8M — up 55% from $21.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XXV positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Legacy Wealth Management (Idaho), adding an estimated $5.73M. The largest seller was VisionPoint Advisory Group, exiting entirely with an estimated $227K sold.
- 8 institutional investors held Simplify Ancorato Target 25 Distribution ETF (XXV) as of Q1 2026, up from 6 in Q4 2025.
- Funds reported $33.8M of Simplify Ancorato Target 25 Distribution ETF stock for Q1 2026, up 55% quarter-over-quarter.
- 4 funds opened new Simplify Ancorato Target 25 Distribution ETF positions in Q1 2026 and 2 closed out, a net change of +2 holders.
- The largest Simplify Ancorato Target 25 Distribution ETF buyer in Q1 2026 was Legacy Wealth Management (Idaho), an estimated $5.73M added.
- The largest Simplify Ancorato Target 25 Distribution ETF seller in Q1 2026 was VisionPoint Advisory Group, an estimated $227K sold.
Based on aggregated 13F filings for Q1 2026.