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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

48 hedge funds and large institutions have $69.9M invested in Simplify Interest Rate Hedge ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
23
Increased
10
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$24.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.06M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.78M
4
CL
Choreo LLC
Illinois
$673K
5
NWM
Napa Wealth Management
California
$617K

Top Sellers

1
FS
Ferguson Shapiro
Georgia
$531K
2
TF
Trek Financial
Arizona
$0
3
Jane Street
Jane Street
New York
$9.91M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
5
AFG
Altiora Financial Group
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
26
Anchor Investment Management
South Carolina
$268K – – –
MA
27
Mutual Advisors
Nebraska
$262K +$262K +4,841 New
DFP
28
Defined Financial Planning
California
$241K +$241K +4,611 New
LC
29
Luminist Capital
Michigan
$207K +$207K +3,957 New
UBS Group
30
UBS Group
Switzerland
$87.7K +$87.7K +1,676 New
SAM
31
S.A. Mason
Michigan
$78K -$7.01K -134 -8%
Osaic Holdings
32
Osaic Holdings
Arizona
$76.1K +$6.13K +117 +9%
SPIA
33
Steward Partners Investment Advisory
New York
$56.7K -$9.58K -183 -14%
AIC
34
Archer Investment Corporation
Indiana
$42K +$42K +802 New
ZA
35
Zazove Associates
Nevada
$31.6K – – –
FFA
36
Farther Finance Advisors
California
$29K +$26.2K +500 +909%
Comerica Bank
37
Comerica Bank
Texas
$28.2K +$28.2K +538 New
Bank of America
38
Bank of America
North Carolina
$22.5K +$22.5K +429 New
PS
39
Principal Securities
Iowa
$10.5K -$5.39K -103 -34%
US Bancorp
40
US Bancorp
Minnesota
$7.59K – – –
AWM
41
AE Wealth Management
Kansas
$2.31K +$2.31K +44 New
CAS
42
Coppell Advisory Solutions
Texas
$1.97K -$52 -1 -3%
RCA
43
Runnymede Capital Advisors
Ohio
$1.78K +$1.78K +34 New
Morgan Stanley
44
Morgan Stanley
New York
$1.49K -$3.78K -71 -72%
T
45
Transce3nd
Texas
$209 +$209 +4 New
DFA
46
DHJJ Financial Advisors
Illinois
$53 – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$52 – – –
Wells Fargo
48
Wells Fargo
California
$43 – – –
CAM
49
Creekmur Asset Management
Illinois
$5 -$4 – –
TF
50
Trek Financial
Arizona
– -$5.82M -141,583 Closed
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