Simplify Interest Rate Hedge ETF
PFIX
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.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
10% less capital invested
Capital invested by funds: $47.6M → $42.7M (-$4.92M)
14% less funds holding
Funds holding: 50 → 43 (-7)
21.69% less ownership
Funds ownership: 53.97% → 32.28% (-22%)
31% less call options, than puts
Call options by funds: $436K | Put options by funds: $636K
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
Top Buyers
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$11M |
| 2 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$9.05M |
| 3 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
+$4.34M |
| 4 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$1.77M |
| 5 |
Goldman Sachs
New York
|
+$1.09M |
Top Sellers
| 1 |
Jane Street
New York
|
-$24.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.66M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.29M |
| 4 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$1.17M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.17M |
PFIX Hedge Fund Activity: Q1 2024 in Review
43 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q1 2024, worth a combined $42.7M — down 10% from $47.6M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of PFIX and 13 opened new positions — a net loss of 7 holders — while 5 trimmed existing stakes and 16 added.
The largest buyer was Trek Financial, adding an estimated $11M. The largest seller was Jane Street, exiting entirely with an estimated $24.7M sold.
- 43 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q1 2024, down from 50 in Q4 2023.
- Funds reported $42.7M of Simplify Interest Rate Hedge ETF stock for Q1 2024, down 10% quarter-over-quarter.
- 13 funds opened new Simplify Interest Rate Hedge ETF positions in Q1 2024 and 20 closed out, a net change of -7 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q1 2024 was Trek Financial, an estimated $11M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q1 2024 was Jane Street, an estimated $24.7M sold.
Based on aggregated 13F filings for Q1 2024.