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Simplify Interest Rate Hedge ETF
PFIX

34 hedge funds and large institutions have $34.2M invested in Simplify Interest Rate Hedge ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

94% more capital invested

Capital invested by funds: $17.6M → $34.2M (+$16.6M)

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

17% more funds holding

Funds holding: 29 → 34 (+5)

2.76% more ownership

Funds ownership: 14.69% → 17.45% (+2.8%)

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
9
Reduced
4
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Simplify Asset Management
Nevada
+$7.28M
2
JCA
January Capital Advisors
California
+$3.84M
3
CG
Colony Group
Massachusetts
+$2.62M
4
ASN
Advisory Services Network
Georgia
+$1.43M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$955K

Top Sellers

1
Jane Street
Jane Street
New York
-$4.67M
2
PHS
Pekin Hardy Strauss
Illinois
-$3.32M
3
OMC
Old Mission Capital
Illinois
-$1.5M
4
CP
Clayton Partners
California
-$839K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$659K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
S.A. Mason
Michigan
$140K +$217 +5 +0.2%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$73K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$35K -$54.2K -1,250 -64%
SMG
29
Spectrum Management Group
Indiana
$25K – – –
AF
30
Advisornet Financial
Minnesota
$25K +$21.7K +500 New
APA
31
American Portfolios Advisors
New York
$23.1K +$20.1K +464 New
US Bancorp
32
US Bancorp
Minnesota
$7K – – –
M1FG
33
Mach-1 Financial Group
Arkansas
$7K +$1.08K +25 +19%
SPIA
34
Steward Partners Investment Advisory
New York
$1K – – –
Jane Street
35
Jane Street
New York
– -$4.67M -124,346 Closed
OMC
36
Old Mission Capital
Illinois
– -$1.5M -40,073 Closed
CP
37
Clayton Partners
California
– -$839K -22,346 Closed
IWC
38
Integrated Wealth Concepts
Massachusetts
– -$659K -17,556 Closed
PCM
39
Prelude Capital Management
New York
– -$407K -10,848 Closed
BCM
40
Bluefin Capital Management
New York
– -$248K -6,601 Closed
AWM
41
Apollon Wealth Management
South Carolina
– -$229K -6,108 Closed
EWM
42
Edge Wealth Management
New York
– -$56K -1,500 Closed
CA
43
CoreCap Advisors
Michigan
– -$24K -627 Closed
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
– -$8K -200 Closed
T
45
TCWP
Ohio
– +$867 +20 New
1
2

PFIX Hedge Fund Activity: Q1 2022 in Review

34 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q1 2022, worth a combined $34.2M — up 94% from $17.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFIX positions and 11 closed out — a net gain of 5 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Simplify Asset Management, opening a new position worth an estimated $7.28M. The largest seller was Jane Street, exiting entirely with an estimated $4.67M sold.

  • 34 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q1 2022, up from 29 in Q4 2021.
  • Funds reported $34.2M of Simplify Interest Rate Hedge ETF stock for Q1 2022, up 94% quarter-over-quarter.
  • 16 funds opened new Simplify Interest Rate Hedge ETF positions in Q1 2022 and 11 closed out, a net change of +5 holders.
  • The largest Simplify Interest Rate Hedge ETF buyer in Q1 2022 was Simplify Asset Management, an estimated $7.28M added.
  • The largest Simplify Interest Rate Hedge ETF seller in Q1 2022 was Jane Street, an estimated $4.67M sold.

Based on aggregated 13F filings for Q1 2022.