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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

50 hedge funds and large institutions have $81.3M invested in Simplify Interest Rate Hedge ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
7
Reduced
27
Closed
18
Calls
$315K
Puts
$831K
Net Calls
-$516K
Net Calls Change
-$1K

Top Buyers

1
TF
1
Trek Financial
Arizona
$9.35M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$7.03M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$849K
4
CF
4
Centaurus Financial
California
$703K
5
PFA
5
Professional Financial Advisors
Nebraska
$573K

Top Sellers

1
Jane Street
1
Jane Street
New York
$20.3M
2
NA
2
NewEdge Advisors
Louisiana
$0
3
FGA
3
Fortis Group Advisors
New Jersey
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
ZA
5
Zazove Associates
Nevada
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$370K -$57.9K -606 -14%
BW
27
Bison Wealth
Georgia
$357K -$14.5K -152 -4%
Goldman Sachs
28
Goldman Sachs
New York
$353K -$3.05M -31,972 -90%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$341K +$341K +3,574 New
AAS
30
Avantax Advisory Services
Texas
$336K +$336K +3,515 New
MML Investors Services
31
MML Investors Services
Massachusetts
$289K -$81.7K -857 -22%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$272K -$47.8K -500 -15%
CFB
33
Cullen/Frost Bankers
Texas
$239K – – –
BCM
34
Brookstone Capital Management
Illinois
$226K +$226K +2,039 New
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$221K +$221K +2,311 New
SAM
36
S.A. Mason
Michigan
$120K -$478 -5 -0.4%
UBS Group
37
UBS Group
Switzerland
$120K -$93.8K -982 -44%
Comerica Bank
38
Comerica Bank
Texas
$67K +$67K +701 New
Morgan Stanley
39
Morgan Stanley
New York
$62.3K -$168K -1,760 -73%
CSPIA
40
Cary Street Partners Investment Advisory
Virginia
$48.5K +$191 +2 +0.4%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$22.7K -$556K -5,822 -96%
GRP
42
Global Retirement Partners
California
$16.1K +$16.1K +155 New
US Bancorp
43
US Bancorp
Minnesota
$13.8K – – –
AIC
44
Archer Investment Corporation
Indiana
$5.25K +$5.25K +55 New
FFA
45
Farther Finance Advisors
California
$4.78K -$28.7K -300 -86%
SPIA
46
Steward Partners Investment Advisory
New York
$3.92K -$3.44K -36 -47%
VF
47
VitalStone Financial
Texas
$1K +$1K +12 New
GIA
48
GHP Investment Advisors
Colorado
$598 +$598 +6 New
Fidelity Investments
49
Fidelity Investments
Massachusetts
$96 -$96 -1 -50%
DFA
50
DHJJ Financial Advisors
Illinois
$96 +$96 +1 New
1
2
3