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Simplify Interest Rate Hedge ETF

39 hedge funds and large institutions have $51.8M invested in Simplify Interest Rate Hedge ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-9
Holders Change %
-18.75%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
4
Reduced
17
Closed
18
Calls
$87K
Puts
$48K
Net Calls
+$39K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
26
S.A. Mason
Michigan
$69.3K -$2.91K -60 -4%
SPIA
27
Steward Partners Investment Advisory
New York
$48.9K -$3.54K -73 -7%
AIC
28
Archer Investment Corporation
Indiana
$38.9K
UBS Group
29
UBS Group
Switzerland
$33.1K -$48.1K -993 -59%
FFA
30
Farther Finance Advisors
California
$26.4K
PS
31
Principal Securities
Iowa
$10.5K
US Bancorp
32
US Bancorp
Minnesota
$7.03K
Simplex Trading
33
Simplex Trading
Illinois
$5K +$5K +123 New
AWM
34
AE Wealth Management
Kansas
$1.63K -$480 -10 -23%
Morgan Stanley
35
Morgan Stanley
New York
$1.4K
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$391 +$391 +8 New
T
37
Transce3nd
Texas
$194
Wells Fargo
38
Wells Fargo
California
$53
DFA
39
DHJJ Financial Advisors
Illinois
$49
CAM
40
Creekmur Asset Management
Illinois
$5 -$5
PHS
41
Pekin Hardy Strauss
Illinois
-$5.64M -107,705 Closed
GVCM
42
Global View Capital Management
Wisconsin
-$1.32M -25,330 Closed
MWM
43
Maridea Wealth Management
New York
-$1M -19,157 Closed
PEA
44
Park Edge Advisors
Ohio
-$881K -16,830 Closed
IWC
45
Integrated Wealth Concepts
Massachusetts
-$597K -11,404 Closed
HighTower Advisors
46
HighTower Advisors
Illinois
-$468K -8,934 Closed
PWM
47
Perigon Wealth Management
California
-$399K -7,370 Closed
OMC
48
Old Mission Capital
Illinois
-$358K -6,839 Closed
BAM
49
Belpointe Asset Management
Nevada
-$274K -6,470 Closed
FCA
50
Fortis Capital Advisors
Kansas
-$274K -6,470 Closed