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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

51 hedge funds and large institutions have $56.4M invested in Simplify Interest Rate Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+12
Holders Change %
+30.77%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
14
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HF
1
Holcombe Financial
Georgia
$4.44M
2
OMC
2
Old Mission Capital
Illinois
$1.43M
3
PHS
3
Pekin Hardy Strauss
Illinois
$1.38M
4
AIM
4
Advyzon Investment Management
Illinois
$1.1M
5
LPL Financial
5
LPL Financial
California
$886K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$452K
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
CL
5
Choreo LLC
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
Integrity Alliance
Iowa
$255K +$255K +4,831 New
CCC
27
Compass Capital Corp
Massachusetts
$233K +$233K +4,318 New
Simplex Trading
28
Simplex Trading
Illinois
$231K +$225K +4,259 +3,463%
CMMS
29
Comprehensive Money Management Services
Florida
$225K +$6.61K +125 +3%
GEM
30
Global Endowment Management
North Carolina
$211K -$106K -2,000 -33%
LC
31
Luminist Capital
Michigan
$178K -$13.7K -260 -7%
GRP
32
Global Retirement Partners
California
$132K +$132K +2,503 New
Osaic Holdings
33
Osaic Holdings
Arizona
$76.1K -$398K -7,609 -84%
SAM
34
S.A. Mason
Michigan
$75.6K – – –
CWM
35
Copia Wealth Management
Oregon
$71.1K -$45.7K -865 -39%
RFA
36
Reyes Financial Architecture
California
$70.6K +$70.6K +1,336 New
SPIA
37
Steward Partners Investment Advisory
New York
$53.4K – – –
Raymond James Financial
38
Raymond James Financial
Florida
$53.1K +$53.1K +1,004 New
AIC
39
Archer Investment Corporation
Indiana
$42.4K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$42K +$42K +800 New
PS
41
Principal Securities
Iowa
$34.7K +$24.1K +457 +229%
FFA
42
Farther Finance Advisors
California
$29.3K – – –
Morgan Stanley
43
Morgan Stanley
New York
$25.2K +$23.8K +449 +1,604%
US Bancorp
44
US Bancorp
Minnesota
$7.66K – – –
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$3.17K +$2.75K +52 +650%
AWM
46
AE Wealth Management
Kansas
$1.47K -$316 -6 -18%
T
47
Transce3nd
Texas
$951 +$740 +14 +350%
UBS Group
48
UBS Group
Switzerland
$528 -$35.5K -673 -99%
MCM
49
MAI Capital Management
Ohio
$318 +$318 +6 New
Wells Fargo
50
Wells Fargo
California
$65 – – –
1
2
3