Simplify Interest Rate Hedge ETF
PFIX
PFIX
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
2.72% more ownership
Funds ownership: 35.18% → 37.91% (+2.7%)
Holders
48
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$20.9M | |
| 2 | +$3.06M | |
| 3 | +$2.78M | |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
+$673K |
| 5 |
NWM
Napa Wealth Management
Napa,
California
|
+$617K |
Top Sellers
| 1 | -$7.69M | |
| 2 | -$5.82M | |
| 3 | -$4.28M | |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.69M |
| 5 |
AFG
Altiora Financial Group
Lebanon,
Ohio
|
-$912K |