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Simplify Interest Rate Hedge ETF
PFIX

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

18.5% more ownership

Funds ownership: 35.47% → 53.97% (+19%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding

Funds holding: 50 → 50 (0)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

36% less call options, than puts

Call options by funds: $920K | Put options by funds: $1.44M

41% less capital invested

Capital invested by funds: $81.3M → $47.6M (-$33.7M)

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

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$36.6M
2
AWM
AE Wealth Management
Kansas
+$6.93M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$3.07M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.87M
5
RG
Retirement Group
California
+$2.44M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$7.03M
2
TF
Trek Financial
Arizona
-$4.03M
3
OIA
OneDigital Investment Advisors
Kansas
-$1.41M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.37M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$74.3K -$454K -5,048 -73%
SAM
27
S.A. Mason
Michigan
$51.1K +$1.8K +20 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$49K -$1.06M -11,766 -91%
Comerica Bank
29
Comerica Bank
Texas
$38.4K +$23.4K +260 +37%
SPIA
30
Steward Partners Investment Advisory
New York
$37.2K +$80K +889 +2,168%
LFG
31
Larson Financial Group
Missouri
$14.3K +$32.2K +358 New
VF
32
VitalStone Financial
Texas
$11K +$23K +256 +2,133%
Morgan Stanley
33
Morgan Stanley
New York
$10.4K -$35.3K -392 -60%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$9.52K – – –
PS
35
Principal Securities
Iowa
$8K +$18K +200 New
US Bancorp
36
US Bancorp
Minnesota
$5.8K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$4K +$9K +100 New
LCM
38
Logan Capital Management
Pennsylvania
$3.94K +$8.91K +99 New
PA
39
Pineridge Advisors
Missouri
$3.22K +$7.29K +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 +$990 +11 New
RWPA
43
Richard W. Paul & Associates
Michigan
$300 +$630 +7 New
CIA
44
Cape Investment Advisory
Georgia
$280 +$630 +7 New
GIA
45
GHP Investment Advisors
Colorado
$240 – – –
AWM
46
Able Wealth Management
New Jersey
$163 +$360 +4 New
CAM
47
Creekmur Asset Management
Illinois
$44 +$90 +1 New
DFA
48
DHJJ Financial Advisors
Illinois
$40 – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$40 – – –
Wells Fargo
50
Wells Fargo
California
$36 +$90 +1 New
1
2
3

PFIX Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q4 2023, worth a combined $47.6M — down 41% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PFIX positions and 18 closed out — a net gain of 1 holder — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $36.6M. The largest seller was HighTower Advisors, exiting entirely with an estimated $7.03M sold.

  • 50 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $47.6M of Simplify Interest Rate Hedge ETF stock for Q4 2023, down 41% quarter-over-quarter.
  • 19 funds opened new Simplify Interest Rate Hedge ETF positions in Q4 2023 and 18 closed out, a net change of +1 holder.
  • The largest Simplify Interest Rate Hedge ETF buyer in Q4 2023 was Jane Street, an estimated $36.6M added.
  • The largest Simplify Interest Rate Hedge ETF seller in Q4 2023 was HighTower Advisors, an estimated $7.03M sold.

Based on aggregated 13F filings for Q4 2023.