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Simplify Interest Rate Hedge ETF
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

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

6% more funds holding

Funds holding: 52 → 55 (+3)

3.88% more ownership

Funds ownership: 60.05% → 63.93% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

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
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.86%
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

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$8.52M
2
Jane Street
Jane Street
New York
+$5.18M
3
FGA
Fortis Group Advisors
New Jersey
+$4.11M
4
JIR
James Investment Research
Ohio
+$786K
5
FCA
Fortis Capital Advisors
Kansas
+$570K

Top Sellers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
-$9.1M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.76M
3
TWM
TMD Wealth Management
Arizona
-$5.5M
4
IA
IFP Advisors
Florida
-$1.87M
5
SAM
Simplify Asset Management
Nevada
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$554K +$566K +8,832 New
Citadel Advisors
27
Citadel Advisors
Florida
$492K -$283K -4,414 -36%
Walleye Capital
28
Walleye Capital
New York
$476K -$593K -9,260 -55%
WAM
29
Worth Asset Management
Texas
$396K -$284K -4,429 -41%
GEM
30
Global Endowment Management
North Carolina
$377K – – –
EA
31
Eudaimonia Advisors
Tennessee
$314K +$320K +5,000 New
HF
32
HRT Financial
New York
$308K +$315K +4,919 New
AIM
33
Anchor Investment Management
South Carolina
$289K -$3.2K -50 -1%
CAN
34
Cetera Advisor Networks
California
$281K +$3.78K +59 +1%
Simplex Trading
35
Simplex Trading
Illinois
$268K -$154K -2,399 -36%
Renaissance Technologies
36
Renaissance Technologies
New York
$258K +$264K +4,116 New
BW
37
Bison Wealth
Georgia
$244K +$4.04K +63 +2%
MML Investors Services
38
MML Investors Services
Massachusetts
$244K -$25.9K -405 -9%
MA
39
Mutual Advisors
Nebraska
$236K -$67.5K -1,054 -22%
TF
40
Trek Financial
Arizona
$235K +$240K +3,741 New
AFP
41
Ausdal Financial Partners
Iowa
$230K – – –
SVWAG
42
Sound View Wealth Advisors Group
Georgia
$210K -$190K -2,969 -47%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$165K +$373K +5,822 +2,446%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$157K -$787K -12,281 -83%
CFB
45
Cullen/Frost Bankers
Texas
$157K – – –
Morgan Stanley
46
Morgan Stanley
New York
$151K +$8.9K +139 +6%
UBS Group
47
UBS Group
Switzerland
$141K +$6.47K +101 +5%
SAM
48
S.A. Mason
Michigan
$77K – – –
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$31.7K +$128 +2 +0.4%
FFA
50
Farther Finance Advisors
California
$22K – – –
1
2
3

PFIX Hedge Fund Activity: Q2 2023 in Review

55 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q2 2023, worth a combined $137M — down 2.3% from $141M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PFIX positions and 9 closed out — a net gain of 3 holders — while 15 added to existing stakes and 21 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $8.52M. The largest seller was Advisory Services Network, exiting entirely with an estimated $9.1M sold.

  • 55 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q2 2023, up from 52 in Q1 2023.
  • Funds reported $137M of Simplify Interest Rate Hedge ETF stock for Q2 2023, down 2.3% quarter-over-quarter.
  • 12 funds opened new Simplify Interest Rate Hedge ETF positions in Q2 2023 and 9 closed out, a net change of +3 holders.
  • The largest Simplify Interest Rate Hedge ETF buyer in Q2 2023 was NewEdge Advisors, an estimated $8.52M added.
  • The largest Simplify Interest Rate Hedge ETF seller in Q2 2023 was Advisory Services Network, an estimated $9.1M sold.

Based on aggregated 13F filings for Q2 2023.