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Simplify Interest Rate Hedge ETF

64 hedge funds and large institutions have $123M invested in Simplify Interest Rate Hedge ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+30
Holders Change %
+88.24%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
12
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$774K +$774K +13,700 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$724K +$724K +12,816 New
WP
28
WMS Partners
Maryland
$658K -$514K -9,100 -44%
BWM
29
BlackDiamond Wealth Management
New York
$652K +$652K +11,753 New
BCM
30
Brookstone Capital Management
Illinois
$549K +$549K +9,172 New
CF
31
Centaurus Financial
California
$546K +$546K +9,660 New
APA
32
American Portfolios Advisors
New York
$535K +$508K +9,002 +1,940%
WP
33
WealthSource Partners
California
$494K +$189K +3,353 +62%
Renaissance Technologies
34
Renaissance Technologies
New York
$491K +$491K +8,700 New
TI
35
Tidal Investments
Wisconsin
$432K +$432K +7,655 New
KWA
36
Kellett Wealth Advisors
Ohio
$418K +$418K +7,396 New
GEM
37
Global Endowment Management
North Carolina
$339K +$339K +6,000 New
CAN
38
Cetera Advisor Networks
California
$309K +$309K +5,476 New
HF
39
HRT Financial
New York
$290K +$290K +5,143 New
AIM
40
Anchor Investment Management
South Carolina
$287K -$5.65K -100 -2%
Citadel Advisors
41
Citadel Advisors
Florida
$245K -$442K -7,836 -64%
SVWAG
42
Sound View Wealth Advisors Group
Georgia
$243K +$243K +4,300 New
AFP
43
Ausdal Financial Partners
Iowa
$207K +$207K +3,671 New
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$207K +$207K +3,674 New
WT
45
Whittier Trust
California
$202K +$202K +3,585 New
Morgan Stanley
46
Morgan Stanley
New York
$174K -$343K -6,071 -66%
SAM
47
S.A. Mason
Michigan
$158K
CFB
48
Cullen/Frost Bankers
Texas
$141K +$141K +2,500 New
Osaic Holdings
49
Osaic Holdings
Arizona
$40K
CA
50
CoreCap Advisors
Michigan
$35K +$35K +627 New