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Simplify Interest Rate Hedge ETF
PFIX

64 hedge funds and large institutions have $296M invested in Simplify Interest Rate Hedge ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

114% more capital invested

Capital invested by funds: $139M → $296M (+$158M)

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

36.36% more ownership

Funds ownership: 40.67% → 77.03% (+36%)

10% more funds holding

Funds holding: 58 → 64 (+6)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
17
Reduced
16
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$132M
2
KAS
Kestra Advisory Services
Texas
+$9.09M
3
HighTower Advisors
HighTower Advisors
Illinois
+$7.45M
4
PHS
Pekin Hardy Strauss
Illinois
+$4.27M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.09M

Top Sellers

Rank Fund Capital Flow
1
TF
Trek Financial
Arizona
-$6.21M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$4.78M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.84M
4
SAM
Simplify Asset Management
Nevada
-$1.52M
5
AWM
AE Wealth Management
Kansas
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$827K -$290K -4,124 -26%
TI
27
Tidal Investments
Wisconsin
$784K +$228K +3,240 +42%
TIM
28
Triad Investment Management
California
$781K -$36.7K -523 -5%
AWS
29
Atria Wealth Solutions
New York
$716K -$1.11M -15,762 -61%
WP
30
WealthSource Partners
California
$656K +$8.29K +118 +1%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$629K +$617K +8,785 New
OIA
32
OneDigital Investment Advisors
Kansas
$615K +$603K +8,583 New
BAM
33
Belpointe Asset Management
Nevada
$479K +$470K +6,690 New
GEM
34
Global Endowment Management
North Carolina
$430K – – –
Walleye Capital
35
Walleye Capital
New York
$415K -$192K -2,735 -32%
CAN
36
Cetera Advisor Networks
California
$368K +$10.8K +154 +3%
AIM
37
Anchor Investment Management
South Carolina
$333K -$29.8K -425 -8%
Goldman Sachs
38
Goldman Sachs
New York
$315K +$309K +4,398 New
BW
39
Bison Wealth
Georgia
$298K -$131K -1,871 -28%
AFP
40
Ausdal Financial Partners
Iowa
$263K – – –
OMC
41
Old Mission Capital
Illinois
$247K +$243K +3,454 New
UBS Group
42
UBS Group
Switzerland
$241K -$188K -2,684 -44%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$240K +$235K +3,350 New
BRWA
44
B. Riley Wealth Advisors
Florida
$240K +$235K +3,345 New
MA
45
Mutual Advisors
Nebraska
$210K +$206K +2,930 New
SI
46
Stephens Inc
Arkansas
$208K -$1.28M -18,278 -86%
CFB
47
Cullen/Frost Bankers
Texas
$179K – – –
SAM
48
S.A. Mason
Michigan
$155K +$7.93K +113 +5%
Morgan Stanley
49
Morgan Stanley
New York
$108K +$36.5K +520 +53%
HCM
50
Hollencrest Capital Management
California
$107K +$105K +1,500 New
1
2
3 4

PFIX Hedge Fund Activity: Q4 2022 in Review

64 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q4 2022, worth a combined $296M — up 114% from $139M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PFIX positions and 17 closed out — a net gain of 8 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $132M. The largest seller was Trek Financial, exiting entirely with an estimated $6.21M sold.

  • 64 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $296M of Simplify Interest Rate Hedge ETF stock for Q4 2022, up 114% quarter-over-quarter.
  • 25 funds opened new Simplify Interest Rate Hedge ETF positions in Q4 2022 and 17 closed out, a net change of +8 holders.
  • The largest Simplify Interest Rate Hedge ETF buyer in Q4 2022 was Jane Street, an estimated $132M added.
  • The largest Simplify Interest Rate Hedge ETF seller in Q4 2022 was Trek Financial, an estimated $6.21M sold.

Based on aggregated 13F filings for Q4 2022.