Mercer Global Advisors
PFIX icon

Mercer Global Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Mercer Global Advisors’s Portfolio PFIX Stock Details PFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$409K Buy
8,848
+61
+0.7% +$2.79K ﹤0.01% 2142
2025
Q4 		$421K Sell
8,787
-143
-2% -$6.8K ﹤0.01% 1988
2025
Q3 		$430K Buy
8,930
+250
+3% +$13.5K ﹤0.01% 1848
2025
Q2 		$459K Sell
8,680
-1,446
-14% -$80.9K ﹤0.01% 1608
2025
Q1 		$491K Buy
+10,126
New +$515K ﹤0.01% 1485

Other funds holding PFIX

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Mercer Global Advisors's PFIX Position: Q1 2026 in Review

Mercer Global Advisors increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 0.69% in Q1 2026, buying an estimated $2.79K and bringing the position to 8,848 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

Mercer Global Advisors first reported a position in PFIX in Q1 2025 and has held it in 5 quarters since. The position peaked at $491K in Q1 2025. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • Mercer Global Advisors held 8,848 shares of Simplify Interest Rate Hedge ETF worth $409K as of Q1 2026.
  • Mercer Global Advisors bought 61 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $2.79K.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2142 holding.
  • Mercer Global Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q1 2025 and has held it in 5 quarters since.
  • Mercer Global Advisors's Simplify Interest Rate Hedge ETF position peaked at $491K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.