Simplify Interest Rate Hedge ETF
PFIX
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.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
61% more funds holding
Funds holding: 18 → 29 (+11)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
6% more capital invested
Capital invested by funds: $16.6M → $17.6M (+$1.05M)
0.73% less ownership
Funds ownership: 15.43% → 14.69% (-0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.97M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.6M |
| 3 |
WP
WMS Partners
Towson,
Maryland
|
+$469K |
| 4 |
PCM
Prelude Capital Management
New York
|
+$433K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$355K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.61M |
| 2 |
RBC
Rye Brook Capital
Greenwich,
Connecticut
|
-$1.03M |
| 3 |
CP
Clayton Partners
Berkeley,
California
|
-$961K |
| 4 |
HIA
Harbor Investment Advisory
Lutherville,
Maryland
|
-$556K |
| 5 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$346K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | +$7.99K | +200 | New |
|
27
US Bancorp
Minneapolis,
Minnesota
| $5K | +$5.79K | +145 | New |
|
|
M1FG
28
Mach-1 Financial Group
Rogers,
Arkansas
| $4K | +$5.23K | +131 | New |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $1K | – | – | – |
|
|
RBC
30
Rye Brook Capital
Greenwich,
Connecticut
| – | -$1.03M | -25,400 | Closed |
|
|
HIA
31
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$556K | -13,663 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$40 | +1 | New |
|
PFIX Hedge Fund Activity: Q4 2021 in Review
29 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q4 2021, worth a combined $17.6M — up 6.4% from $16.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PFIX positions and 2 closed out — a net gain of 12 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $4.97M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.61M.
- 29 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q4 2021, up from 18 in Q3 2021.
- Funds reported $17.6M of Simplify Interest Rate Hedge ETF stock for Q4 2021, up 6.4% quarter-over-quarter.
- 14 funds opened new Simplify Interest Rate Hedge ETF positions in Q4 2021 and 2 closed out, a net change of +12 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q4 2021 was Jane Street, an estimated $4.97M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q4 2021 was Commonwealth Equity Services, an estimated $1.61M sold.
Based on aggregated 13F filings for Q4 2021.