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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

55 hedge funds and large institutions have $137M invested in Simplify Interest Rate Hedge ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
15
Reduced
21
Closed
9
Calls
$19K
Puts
$534K
Net Calls
-$515K
Net Calls Change
-$411K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$8.35M
2
Jane Street
2
Jane Street
New York
$75.8M
3
FGA
3
Fortis Group Advisors
New Jersey
$4.02M
4
JIR
4
James Investment Research
Ohio
$770K
5
FCA
5
Fortis Capital Advisors
Kansas
$559K

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.28M
3
TWM
3
TMD Wealth Management
Arizona
$0
4
IA
4
IFP Advisors
Florida
$852K
5
SAM
5
Simplify Asset Management
Nevada
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$554K +$554K +8,832 New
Citadel Advisors
27
Citadel Advisors
Florida
$492K -$277K -4,414 -36%
Walleye Capital
28
Walleye Capital
New York
$476K -$581K -9,260 -55%
WAM
29
Worth Asset Management
Texas
$396K -$278K -4,429 -41%
GEM
30
Global Endowment Management
North Carolina
$377K – – –
EA
31
Eudaimonia Advisors
Tennessee
$314K +$314K +5,000 New
HF
32
HRT Financial
New York
$308K +$308K +4,919 New
AIM
33
Anchor Investment Management
South Carolina
$289K -$3.14K -50 -1%
CAN
34
Cetera Advisor Networks
California
$281K +$3.7K +59 +1%
Simplex Trading
35
Simplex Trading
Illinois
$268K -$150K -2,399 -36%
Renaissance Technologies
36
Renaissance Technologies
New York
$258K +$258K +4,116 New
BW
37
Bison Wealth
Georgia
$244K +$3.96K +63 +2%
MML Investors Services
38
MML Investors Services
Massachusetts
$244K -$25.4K -405 -9%
MA
39
Mutual Advisors
Nebraska
$236K -$66.2K -1,054 -22%
TF
40
Trek Financial
Arizona
$235K +$235K +3,741 New
AFP
41
Ausdal Financial Partners
Iowa
$230K – – –
SVWAG
42
Sound View Wealth Advisors Group
Georgia
$210K -$186K -2,969 -47%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$165K +$159K +5,822 +2,446%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$157K -$773K -12,281 -83%
CFB
45
Cullen/Frost Bankers
Texas
$157K – – –
Morgan Stanley
46
Morgan Stanley
New York
$151K +$8.73K +139 +6%
UBS Group
47
UBS Group
Switzerland
$141K +$6.34K +101 +5%
SAM
48
S.A. Mason
Michigan
$77K – – –
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$31.7K +$125 +2 +0.4%
FFA
50
Farther Finance Advisors
California
$22K – – –
1
2
3