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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

52 hedge funds and large institutions have $141M invested in Simplify Interest Rate Hedge ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-12
Holders Change %
-18.75%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
19
Reduced
18
Closed
17
Calls
$24K
Puts
$128K
Net Calls
-$104K
Net Calls Change
-$104K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.2M
2
TWM
TMD Wealth Management
Arizona
$5.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.48M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.14M
5
Goldman Sachs
Goldman Sachs
New York
$2.44M

Top Sellers

1
Jane Street
Jane Street
New York
$68.7M
2
KAS
Kestra Advisory Services
Texas
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$850K
4
CA
Cetera Advisors
Colorado
$3.09M
5
PHS
Pekin Hardy Strauss
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$591K +$55.5K +910 +10%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$585K -$473K -7,761 -45%
Simplex Trading
28
Simplex Trading
Illinois
$407K +$407K +6,681 New
SVWAG
29
Sound View Wealth Advisors Group
Georgia
$385K +$385K +6,320 New
GEM
30
Global Endowment Management
North Carolina
$366K – – –
MA
31
Mutual Advisors
Nebraska
$293K +$115K +1,881 +64%
AIM
32
Anchor Investment Management
South Carolina
$283K – – –
CAN
33
Cetera Advisor Networks
California
$270K -$43.8K -719 -14%
MML Investors Services
34
MML Investors Services
Massachusetts
$262K -$1.21M -19,856 -82%
BW
35
Bison Wealth
Georgia
$244K -$66.8K -1,048 -22%
AFP
36
Ausdal Financial Partners
Iowa
$224K – – –
CFB
37
Cullen/Frost Bankers
Texas
$152K – – –
Morgan Stanley
38
Morgan Stanley
New York
$139K +$47K +771 +51%
UBS Group
39
UBS Group
Switzerland
$130K -$75.2K -1,234 -37%
BAM
40
Belpointe Asset Management
Nevada
$104K -$304K -4,981 -74%
SAM
41
S.A. Mason
Michigan
$77K -$55.2K -905 -42%
AF
42
Advisornet Financial
Minnesota
$30.7K +$61 +1 +0.2%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$30.7K +$61 +1 +0.2%
FFA
44
Farther Finance Advisors
California
$21.3K – – –
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$14.5K +$14.5K +238 New
AAS
46
Ameritas Advisory Services
Nebraska
$10.9K +$10.9K +172 New
US Bancorp
47
US Bancorp
Minnesota
$8.84K – – –
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$5.15K +$982 +16,115 +24%
TRCT
49
Tower Research Capital (TRC)
New York
$2K +$2K +41 New
Bank of America
50
Bank of America
North Carolina
$1.28K -$13K -214 -91%
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