Simplify Interest Rate Hedge ETFPFIX
PFIX
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
81% more call options, than puts
Call options by funds: $87K | Put options by funds: $48K
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
0.84% less ownership
Funds ownership: 37.91% [Q4 2024] → 37.07% (-0.84%) [Q1 2025]
19% less funds holding
Funds holding: 48 [Q4 2024] → 39 (-9) [Q1 2025]
26% less capital invested
Capital invested by funds: $69.9M [Q4 2024] → $51.8M (-$18.2M) [Q1 2025]
50% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 18
76% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 17
Research analyst outlook
We haven’t received any recent analyst ratings for PFIX.
Financial journalist opinion
Positive
Seeking Alpha
3 days ago
PFIX: It May Be Time To Consider Hedging Against Inflation And Interest Rates
PFIX can act as an interest rate hedge as inflationary expectations rise. Rising inflation can potentially add upward pressure to SOFR and long-dated rates. The strategy primarily focuses on short-term T-Bills and a derivative hedge on the 20-year interest rate, benefiting from rising rates.
Positive
Zacks Investment Research
1 month ago
Interest Rate Hedge ETF (PFIX) Hits New 52-Week High
For investors seeking momentum, Simplify Interest Rate Hedge ETF PFIX is probably on the radar. The fund just hit a 52-week high and has moved up 63% from its 52-week low of $37.00 per share.
Neutral
Zacks Investment Research
2 months ago
6 ETFs Showing Great Resilience Amid Market Sell-Offs
U.S. stocks have been witnessing massive sell-offs this month due to trade tensions. However, these ETFs survived the bloodbath.
Neutral
Business Wire
3 months ago
Net Asset Value Restatement for Simplify Interest Rate Hedge ETF (PFIX)
NEW YORK--(BUSINESS WIRE)--Simplify announces that NAV per share of the PFIX ETF from February 25 to March 7, 2025 has been restated effective March 11, 2025.
Positive
Seeking Alpha
3 months ago
PFIX: A Great ETF To Hedge One's Bond Portfolio
The Simplify Interest Rate Hedge ETF offers a bond portfolio hedged against interest rate hikes, mainly investing in treasury bills and interest rate derivatives. PFIX has high volatility but impressive returns during rising interest rates, making it a strong bet on increasing rates rather than just a hedge. Combining PFIX with long-term bonds can balance risk and returns.
Positive
Zacks Investment Research
4 months ago
ETF Strategies to Play Hot January Inflation
These ETF strategies may help you beat hot inflation.
Positive
Zacks Investment Research
5 months ago
Interest Rate Hedge ETF (PFIX) Hits New 52-Week High
For investors seeking momentum, Simplify Interest Rate Hedge ETF PFIX is probably on the radar. The fund just hit a 52-week high and is up 55% from its 52-week low price of $37.00/share.
Neutral
Zacks Investment Research
5 months ago
5 Top-Performing ETFs of December
Wall Street has delivered a mixed performance over the past month, boosted by the Trump trade, which was somewhat subdued by the hawkish Fed cues.
Positive
Seeking Alpha
6 months ago
PFIX: Whopper Yield Won't Last, This Is A Hedging Tool
PFIX functions as a hedge against interest rate hikes, using long-dated options on 20-year US Treasury bonds and Treasuries. With the Federal Reserve cutting rates, PFIX's near-term returns are likely to be negative, making it less compelling to buy now. PFIX's 80% yield is misleading, stemming from a single distribution in December 2023, and may disappear from screeners soon.
Neutral
Business Wire
6 months ago
Simplify Provides Estimated Capital Gain Distribution Information for 2024
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
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