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Simplify Interest Rate Hedge ETF

58 hedge funds and large institutions have $139M invested in Simplify Interest Rate Hedge ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
16
Reduced
19
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
CoreCap Advisors
Michigan
$700K +$657K +9,636 +1,537%
WP
27
WealthSource Partners
California
$616K +$19.2K +281 +3%
Walleye Capital
28
Walleye Capital
New York
$582K +$582K +8,535 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$557K +$557K +8,165 New
CF
30
Centaurus Financial
California
$555K -$104K -1,520 -16%
TI
31
Tidal Investments
Wisconsin
$525K +$3.75K +55 +0.7%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$471K +$178K +2,602 +61%
BW
33
Bison Wealth
Georgia
$459K -$740K -10,872 -62%
UBS Group
34
UBS Group
Switzerland
$413K +$381K +5,586 +1,189%
Hotchkis & Wiley Capital Management
35
Hotchkis & Wiley Capital Management
California
$409K -$525K -7,700 -56%
GEM
36
Global Endowment Management
North Carolina
$409K
AIM
37
Anchor Investment Management
South Carolina
$346K
CAN
38
Cetera Advisor Networks
California
$340K -$33.3K -488 -9%
BWM
39
BlackDiamond Wealth Management
New York
$271K -$681K -8,407 -72%
KA
40
Kovack Advisors
Florida
$264K +$264K +3,871 New
AFP
41
Ausdal Financial Partners
Iowa
$250K
WT
42
Whittier Trust
California
$244K
Citadel Advisors
43
Citadel Advisors
Florida
$223K -$73.6K -1,078 -25%
CPP
44
Capasso Planning Partners
South Carolina
$219K +$219K +3,206 New
BCM
45
Brookstone Capital Management
Illinois
$212K -$431K -6,150 -67%
APA
46
American Portfolios Advisors
New York
$204K -$442K -6,476 -68%
CFB
47
Cullen/Frost Bankers
Texas
$170K
SAM
48
S.A. Mason
Michigan
$140K -$51.1K -750 -27%
MFS
49
Mirabella Financial Services
United Kingdom
$108K +$108K +107,604 New
Morgan Stanley
50
Morgan Stanley
New York
$67K -$143K -2,100 -68%