XXV
Simplify Ancorato Target 25 Distribution ETF
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
31.15% less ownership
Funds ownership: 98.09% → 66.94% (-31%)
Holders
8
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$5.73M | |
| 2 | +$4.86M | |
| 3 | +$1.72M | |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWMI
1
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $20.3M |
|
|||
2
BNP Paribas Financial Markets
Paris,
France
| $4.48M |
|
|||
|
SAM
3
Simplify Asset Management
Las Vegas,
Nevada
| $2.83M |
|
|||
|
CP
4
Castleview Partners
Dallas,
Texas
| $1.61M |
|
|||
|
BIG
5
Brookwood Investment Group
Phoenix,
Arizona
| $1.58M |
|
|||
|
PS
6
Principal Securities
Des Moines,
Iowa
| $1.2M |
|
|||
|
7
Envestnet Asset Management
Chicago,
Illinois
| $1.2M |
|
|||
|
MFA
8
Millington Financial Advisors
Naperville,
Illinois
| $564K |
|
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|
VAG
9
VisionPoint Advisory Group
Dallas,
Texas
| – |
|
|||
10
Jane Street
New York
| – |
|