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Simplify Interest Rate Hedge ETF
PFIX

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

81% more call options, than puts

Call options by funds: $87K | Put options by funds: $48K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.84% less ownership

Funds ownership: 37.91% → 37.07% (-0.84%)

19% less funds holding

Funds holding: 48 → 39 (-9)

26% less capital invested

Capital invested by funds: $69.9M → $51.8M (-$18.2M)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

76% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 17

Holders
39
Holders Change
-9
Holders Change %
-18.75%
% of All Funds
0.52%
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

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$11M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.17M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.08M
4
AAS
Avantax Advisory Services
Texas
+$708K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$515K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$17.2M
2
PHS
Pekin Hardy Strauss
Illinois
-$5.64M
3
GVCM
Global View Capital Management
Wisconsin
-$1.32M
4
MWM
Maridea Wealth Management
New York
-$1M
5
PEA
Park Edge Advisors
Ohio
-$881K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
S.A. Mason
Michigan
$69.3K -$3.05K -60 -4%
SPIA
27
Steward Partners Investment Advisory
New York
$48.9K -$3.71K -73 -7%
AIC
28
Archer Investment Corporation
Indiana
$38.9K – – –
UBS Group
29
UBS Group
Switzerland
$33.1K -$50.5K -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 +$6.26K +123 New
AWM
34
AE Wealth Management
Kansas
$1.63K -$509 -10 -23%
Morgan Stanley
35
Morgan Stanley
New York
$1.4K – – –
JP Morgan Chase
36
JP Morgan Chase
New York
$391 +$407 +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 – – –
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
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PFIX Hedge Fund Activity: Q1 2025 in Review

39 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q1 2025, worth a combined $51.8M — down 26% from $69.9M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PFIX and 9 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 4 added.

The largest buyer was Jane Street, adding an estimated $11M. The largest seller was Goldman Sachs, cutting an estimated $17.2M.

  • 39 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q1 2025, down from 48 in Q4 2024.
  • Funds reported $51.8M of Simplify Interest Rate Hedge ETF stock for Q1 2025, down 26% quarter-over-quarter.
  • 9 funds opened new Simplify Interest Rate Hedge ETF positions in Q1 2025 and 18 closed out, a net change of -9 holders.
  • The largest Simplify Interest Rate Hedge ETF buyer in Q1 2025 was Jane Street, an estimated $11M added.
  • The largest Simplify Interest Rate Hedge ETF seller in Q1 2025 was Goldman Sachs, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2025.