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Simplify Interest Rate Hedge ETF

50 hedge funds and large institutions have $47.6M invested in Simplify Interest Rate Hedge ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
11
Reduced
13
Closed
18
Calls
$920K
Puts
$1.44M
Net Calls
-$524K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$74.3K -$202K -5,048 -73%
SAM
27
S.A. Mason
Michigan
$51.1K +$800 +20 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$49K -$471K -11,766 -91%
Comerica Bank
29
Comerica Bank
Texas
$38.4K +$10.4K +260 +37%
SPIA
30
Steward Partners Investment Advisory
New York
$37.2K +$35.6K +889 +2,168%
LFG
31
Larson Financial Group
Missouri
$14.3K +$14.3K +358 New
VF
32
VitalStone Financial
Texas
$11K +$10.5K +256 +2,133%
Morgan Stanley
33
Morgan Stanley
New York
$10.5K -$15.8K -392 -60%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$9.52K
PS
35
Principal Securities
Iowa
$8K +$8K +200 New
US Bancorp
36
US Bancorp
Minnesota
$5.8K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$4K +$4K +100 New
LCM
38
Logan Capital Management
Pennsylvania
$3.94K +$3.94K +99 New
PA
39
Pineridge Advisors
Missouri
$3.22K +$3.22K +81 New
AIC
40
Archer Investment Corporation
Indiana
$2.2K
FFA
41
Farther Finance Advisors
California
$2K
OLVIG
42
Oliver Lagore Vanvalin Investment Group
Michigan
$440 +$440 +11 New
RWPA
43
Richard W. Paul & Associates
Michigan
$300 +$300 +7 New
CIA
44
Cape Investment Advisory
Georgia
$280 +$280 +7 New
GIA
45
GHP Investment Advisors
Colorado
$240
AWM
46
Able Wealth Management
New Jersey
$163 +$163 +4 New
CAM
47
Creekmur Asset Management
Illinois
$44 +$44 +1 New
DFA
48
DHJJ Financial Advisors
Illinois
$40
Fidelity Investments
49
Fidelity Investments
Massachusetts
$40
Wells Fargo
50
Wells Fargo
California
$36 +$36 +1 New