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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

29 hedge funds and large institutions have $17.6M invested in Simplify Interest Rate Hedge ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+11
Holders Change %
+61.11%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
7
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$4.67M
2
OMC
Old Mission Capital
Illinois
$1.5M
3
WP
WMS Partners
Maryland
$441K
4
PCM
Prelude Capital Management
New York
$407K
5
IWC
Integrated Wealth Concepts
Massachusetts
$659K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$596K
2
RBC
Rye Brook Capital
Connecticut
$0
3
CP
Clayton Partners
California
$839K
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$514K
5
HIA
Harbor Investment Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +200 New
US Bancorp
27
US Bancorp
Minnesota
$5K +$5K +145 New
M1FG
28
Mach-1 Financial Group
Arkansas
$4K +$4K +131 New
SPIA
29
Steward Partners Investment Advisory
New York
$1K – – –
RBC
30
Rye Brook Capital
Connecticut
– -$1.03M -25,400 Closed
HIA
31
Harbor Investment Advisory
Maryland
– -$556K -13,663 Closed
1
2