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Simplify Interest Rate Hedge ETF

43 hedge funds and large institutions have $42.7M invested in Simplify Interest Rate Hedge ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-7
Holders Change %
-14%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
16
Reduced
5
Closed
20
Calls
$436K
Puts
$636K
Net Calls
-$200K
Net Calls Change
+$324K
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
26
Palisade Asset Management
Minnesota
$50.6K +$50.6K +1,130 New
CA
27
CoreCap Advisors
Michigan
$28.1K +$28.1K +627 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$23.1K -$134K -2,979 -85%
Morgan Stanley
29
Morgan Stanley
New York
$18.3K +$6.64K +148 +57%
GTAM
30
Global Trust Asset Management
Florida
$17.9K +$17.9K +400 New
LFG
31
Larson Financial Group
Missouri
$16K
PS
32
Principal Securities
Iowa
$8.96K
US Bancorp
33
US Bancorp
Minnesota
$6.5K
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$5.42K -$5.24K -117 -49%
VWM
35
Venturi Wealth Management
Texas
$4.48K +$4.48K +100 New
AIC
36
Archer Investment Corporation
Indiana
$2.46K
FFA
37
Farther Finance Advisors
California
$2.36K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1K -$4.88K -83 -83%
GIA
39
GHP Investment Advisors
Colorado
$269
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$236 +$236 +5 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$90 +$45 +1 +100%
Wells Fargo
42
Wells Fargo
California
$55
DFA
43
DHJJ Financial Advisors
Illinois
$45
Jane Street
44
Jane Street
New York
-$24.7M -618,716 Closed
AWM
45
AE Wealth Management
Kansas
-$3.66M -76,974 Closed
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
-$2.29M -31,875 Closed
SAM
47
Simplify Asset Management
Nevada
-$1.17M -29,345 Closed
CA
48
Cetera Advisors
Colorado
-$1.17M -29,318 Closed
RG
49
Retirement Group
California
-$1.08M -27,089 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$671K -16,780 Closed