Simplify Ancorato Target 25 Distribution ETF
11 hedge funds and large institutions have $32M invested in Simplify Ancorato Target 25 Distribution ETF in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
38% more funds holding
Funds holding: 8 → 11 (+3)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
2.44% more ownership
Funds ownership: 66.94% → 69.38% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $33.8M → $32M (-$1.79M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.28M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.23M |
| 3 |
CWA
Crusonia Wealth Advisors
Denver,
Colorado
|
+$663K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$519K |
| 5 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMI
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
-$7.37M |
| 2 |
CP
Castleview Partners
Dallas,
Texas
|
-$267K |
| 3 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$201K |
XXV Hedge Fund Activity: Q2 2026 in Review
11 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Simplify Ancorato Target 25 Distribution ETF (XXV) for Q2 2026, worth a combined $32M — down 5.3% from $33.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XXV positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Principal Securities, adding an estimated $1.28M. The largest seller was Legacy Wealth Management (Idaho), cutting an estimated $7.37M.
- 11 institutional investors held Simplify Ancorato Target 25 Distribution ETF (XXV) as of Q2 2026, up from 8 in Q1 2026.
- Funds reported $32M of Simplify Ancorato Target 25 Distribution ETF stock for Q2 2026, down 5.3% quarter-over-quarter.
- 3 funds opened new Simplify Ancorato Target 25 Distribution ETF positions in Q2 2026 and 0 closed out, a net change of +3 holders.
- The largest Simplify Ancorato Target 25 Distribution ETF buyer in Q2 2026 was Principal Securities, an estimated $1.28M added.
- The largest Simplify Ancorato Target 25 Distribution ETF seller in Q2 2026 was Legacy Wealth Management (Idaho), an estimated $7.37M sold.
Based on aggregated 13F filings for Q2 2026.