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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

47 hedge funds and large institutions have $50.5M invested in Simplify Interest Rate Hedge ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
12
Reduced
13
Closed
8
Calls
$311K
Puts
$483K
Net Calls
-$172K
Net Calls Change
+$28K

Top Buyers

1
Jane Street
Jane Street
New York
$23.1M
2
PEA
Park Edge Advisors
Ohio
$3.11M
3
HH
Hilltop Holdings
Texas
$722K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$495K
5
Citadel Advisors
Citadel Advisors
Florida
$444K

Top Sellers

1
TF
Trek Financial
Arizona
$0
2
IWC
Integrated Wealth Concepts
Massachusetts
$684K
3
FS
Ferguson Shapiro
Georgia
$7.39M
4
Goldman Sachs
Goldman Sachs
New York
$435K
5
CF
Centaurus Financial
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$62.4K -$766 -16 -1%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$46.1K +$46.1K +1,000 New
Simplex Trading
28
Simplex Trading
Illinois
$42K +$42K +880 New
CA
29
CoreCap Advisors
Michigan
$30K – – –
GTAM
30
Global Trust Asset Management
Florida
$19.1K – – –
LFG
31
Larson Financial Group
Missouri
$17.1K – – –
Comerica Bank
32
Comerica Bank
Texas
$16.8K -$48.3K -1,009 -74%
PS
33
Principal Securities
Iowa
$14.5K +$4.93K +103 +52%
RIL
34
Rothschild Investment LLC
Illinois
$9.57K +$9.57K +200 New
UBS Group
35
UBS Group
Switzerland
$9.04K -$90.6K -1,894 -91%
US Bancorp
36
US Bancorp
Minnesota
$6.94K – – –
Morgan Stanley
37
Morgan Stanley
New York
$4.75K -$14.8K -309 -76%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$3.78K +$3.78K +79 New
FFA
39
Farther Finance Advisors
California
$3.26K +$713 +14 +28%
AIC
40
Archer Investment Corporation
Indiana
$2.63K – – –
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$1.96K -$3.83K -80 -66%
CAS
42
Coppell Advisory Solutions
Texas
$1.87K +$1.87K +39 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1K – – –
GIA
44
GHP Investment Advisors
Colorado
$288 – – –
TH
45
TCTC Holdings
Texas
$239 +$239 +5 New
Wells Fargo
46
Wells Fargo
California
$93 +$47 +1 +100%
DFA
47
DHJJ Financial Advisors
Illinois
$48 – – –
CAM
48
Creekmur Asset Management
Illinois
$5 – – –
TF
49
Trek Financial
Arizona
– -$13.1M -292,017 Closed
CF
50
Centaurus Financial
California
– -$1.13M -25,182 Closed
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