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Simplify Interest Rate Hedge ETF
PFIX

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

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

261% more capital invested

Capital invested by funds: $34.2M → $123M (+$89.2M)

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

88% more funds holding

Funds holding: 34 → 64 (+30)

24.07% more ownership

Funds ownership: 17.45% → 41.53% (+24%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

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
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$32.7M
2
NA
NewEdge Advisors
Louisiana
+$7.56M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.32M
4
CA
Cetera Advisors
Colorado
+$5.99M
5
ASN
Advisory Services Network
Georgia
+$5.88M

Top Sellers

Rank Fund Capital Flow
1
EA
Eudaimonia Advisors
Tennessee
-$742K
2
Walleye Capital
Walleye Capital
New York
-$598K
3
WP
WMS Partners
Maryland
-$519K
4
Citadel Advisors
Citadel Advisors
Florida
-$447K
5
UBS Group
UBS Group
Switzerland
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$774K +$781K +13,700 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$724K +$731K +12,816 New
WP
28
WMS Partners
Maryland
$658K -$519K -9,100 -44%
BWM
29
BlackDiamond Wealth Management
New York
$652K +$670K +11,753 New
BCM
30
Brookstone Capital Management
Illinois
$549K +$523K +9,172 New
CF
31
Centaurus Financial
California
$546K +$551K +9,660 New
APA
32
American Portfolios Advisors
New York
$535K +$513K +9,002 +1,940%
WP
33
WealthSource Partners
California
$494K +$191K +3,353 +62%
Renaissance Technologies
34
Renaissance Technologies
New York
$491K +$496K +8,700 New
TI
35
Tidal Investments
Wisconsin
$432K +$437K +7,655 New
KWA
36
Kellett Wealth Advisors
Ohio
$418K +$422K +7,396 New
GEM
37
Global Endowment Management
North Carolina
$339K +$342K +6,000 New
CAN
38
Cetera Advisor Networks
California
$309K +$312K +5,476 New
HF
39
HRT Financial
New York
$290K +$293K +5,143 New
AIM
40
Anchor Investment Management
South Carolina
$287K -$5.7K -100 -2%
Citadel Advisors
41
Citadel Advisors
Florida
$245K -$447K -7,836 -64%
SVWAG
42
Sound View Wealth Advisors Group
Georgia
$243K +$245K +4,300 New
AFP
43
Ausdal Financial Partners
Iowa
$207K +$209K +3,671 New
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$207K +$209K +3,674 New
WT
45
Whittier Trust
California
$202K +$204K +3,585 New
Morgan Stanley
46
Morgan Stanley
New York
$174K -$346K -6,071 -66%
SAM
47
S.A. Mason
Michigan
$158K – – –
CFB
48
Cullen/Frost Bankers
Texas
$141K +$143K +2,500 New
Osaic Holdings
49
Osaic Holdings
Arizona
$40K – – –
CA
50
CoreCap Advisors
Michigan
$35K +$35.8K +627 New
1
2
3

PFIX Hedge Fund Activity: Q2 2022 in Review

64 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q2 2022, worth a combined $123M — up 261% from $34.2M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PFIX positions and 7 closed out — a net gain of 30 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $32.7M. The largest seller was Eudaimonia Advisors, exiting entirely with an estimated $742K sold.

  • 64 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q2 2022, up from 34 in Q1 2022.
  • Funds reported $123M of Simplify Interest Rate Hedge ETF stock for Q2 2022, up 261% quarter-over-quarter.
  • 37 funds opened new Simplify Interest Rate Hedge ETF positions in Q2 2022 and 7 closed out, a net change of +30 holders.
  • The largest Simplify Interest Rate Hedge ETF buyer in Q2 2022 was Jane Street, an estimated $32.7M added.
  • The largest Simplify Interest Rate Hedge ETF seller in Q2 2022 was Eudaimonia Advisors, an estimated $742K sold.

Based on aggregated 13F filings for Q2 2022.