Simplify Interest Rate Hedge ETF
PFIX
PFIX
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
2% less capital invested
Capital invested by funds: $141M → $137M (-$3.28M)
29% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 21
96% less call options, than puts
Call options by funds: $19K | Put options by funds: $534K
Holders
55
Holding in Top 10
1
Calls
$19K
Puts
$534K
Top Buyers
| 1 | +$8.35M | |
| 2 | +$5.08M | |
| 3 | +$4.02M | |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
+$770K |
| 5 |
FCA
Fortis Capital Advisors
Prairie Village,
Kansas
|
+$559K |
Top Sellers
| 1 | -$9.1M | |
| 2 | -$7.72M | |
| 3 | -$5.5M | |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.83M |
| 5 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$1.68M |