PFIX icon

Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

38 hedge funds and large institutions have $42.7M invested in Simplify Interest Rate Hedge ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-9
Holders Change %
-19.15%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
8
Reduced
13
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
Trek Financial
Arizona
$5.82M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.69M
3
Goldman Sachs
Goldman Sachs
New York
$2.71M
4
AFG
Altiora Financial Group
Ohio
$912K
5
PHS
Pekin Hardy Strauss
Illinois
$4.4M

Top Sellers

1
Jane Street
Jane Street
New York
$11.1M
2
PEA
Park Edge Advisors
Ohio
$544K
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
FGA
Fortis Group Advisors
New Jersey
$0
5
ZA
Zazove Associates
Nevada
$24.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
26
Larson Financial Group
Missouri
$14.7K – – –
PS
27
Principal Securities
Iowa
$12.5K – – –
RIL
28
Rothschild Investment LLC
Illinois
$8.22K – – –
US Bancorp
29
US Bancorp
Minnesota
$5.96K – – –
Morgan Stanley
30
Morgan Stanley
New York
$4.1K – – –
FFA
31
Farther Finance Advisors
California
$2.26K -$370 -9 -14%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.92K -$429K -10,296 -100%
VF
33
VitalStone Financial
Texas
$1.65K -$69K -1,677 -98%
CAS
34
Coppell Advisory Solutions
Texas
$1.63K – – –
Wells Fargo
35
Wells Fargo
California
$61 -$61 -1 -50%
DFA
36
DHJJ Financial Advisors
Illinois
$42 – – –
Fidelity Investments
37
Fidelity Investments
Massachusetts
$41 +$41 +1 New
CAM
38
Creekmur Asset Management
Illinois
$4 -$5 – –
Renaissance Technologies
39
Renaissance Technologies
New York
– -$727K -15,200 Closed
FGA
40
Fortis Group Advisors
New Jersey
– -$573K -11,976 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– -$444K -9,270 Closed
SA
42
Sanctuary Advisors
Indiana
– -$341K -6,273 Closed
FCA
43
Fortis Capital Advisors
Kansas
– -$276K -5,760 Closed
BAM
44
Belpointe Asset Management
Nevada
– -$276K -5,760 Closed
MML Investors Services
45
MML Investors Services
Massachusetts
– -$253K -5,281 Closed
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
– -$46.1K -1,000 Closed
GTAM
47
Global Trust Asset Management
Florida
– -$19.1K -400 Closed
Comerica Bank
48
Comerica Bank
Texas
– -$16.8K -352 Closed
UBS Group
49
UBS Group
Switzerland
– -$9.04K -189 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
– -$3.78K -79 Closed
1
2
3