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Simplify Interest Rate Hedge ETF
PFIX

43 hedge funds and large institutions have $53M invested in Simplify Interest Rate Hedge ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

3.52% more ownership

Funds ownership: 31.6% → 35.12% (+3.5%)

2% more capital invested

Capital invested by funds: $52.2M → $53M (+$822K)

14% less funds holding

Funds holding: 50 → 43 (-7)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
43
Holders Change
-7
Holders Change %
-14%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
11
Increased
16
Reduced
8
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
Trek Financial
Arizona
+$11.9M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.04M
3
HH
Hilltop Holdings
Texas
+$2.01M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.1M
5
Jane Street
Jane Street
New York
+$934K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$9.23M
2
AFP
Ausdal Financial Partners
Iowa
-$4.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.54M
4
AIM
Advyzon Investment Management
Illinois
-$2.98M
5
PHS
Pekin Hardy Strauss
Illinois
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$50.2K +$31.3K +658 +169%
CT
27
Colonial Trust
South Carolina
$47.9K +$47.6K +1,000 New
SPIA
28
Steward Partners Investment Advisory
New York
$46.1K -$2.33K -49 -5%
AIC
29
Archer Investment Corporation
Indiana
$38.4K – – –
CWM
30
Copia Wealth Management
Oregon
$35.7K – – –
HIA
31
Harbor Investment Advisory
Maryland
$28.8K +$28.5K +600 New
FFA
32
Farther Finance Advisors
California
$28.6K -$363K -7,632 -93%
US Bancorp
33
US Bancorp
Minnesota
$26.1K +$19K +400 +276%
TCM
34
Triumph Capital Management
Colorado
$16.4K +$16.3K +342 New
TAM
35
Tucker Asset Management
Colorado
$15.1K +$15K +316 New
NA
36
NewEdge Advisors
Louisiana
$3.83K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$2.78K -$36.8K -773 -93%
AWM
38
AE Wealth Management
Kansas
$1.14K – – –
GRP
39
Global Retirement Partners
California
$431 – – –
MCM
40
MAI Capital Management
Ohio
$288 – – –
Morgan Stanley
41
Morgan Stanley
New York
$157 -$7.04K -148 -98%
Wells Fargo
42
Wells Fargo
California
$89 +$48 +1 +100%
DFA
43
DHJJ Financial Advisors
Illinois
$48 – – –
TJHA
44
Thomas J. Herzfeld Advisors
Florida
– -$9.23M -191,613 Closed
AFP
45
Ausdal Financial Partners
Iowa
– -$4.14M -86,032 Closed
AIM
46
Advyzon Investment Management
Illinois
– -$2.98M -61,855 Closed
PHS
47
Pekin Hardy Strauss
Illinois
– -$1.19M -24,685 Closed
SWA
48
Stratos Wealth Advisors
Ohio
– -$779K -16,167 Closed
CL
49
Choreo LLC
Illinois
– -$629K -13,053 Closed
JHC
50
J. Hagan Capital
Kentucky
– -$339K -7,031 Closed
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PFIX Hedge Fund Activity: Q4 2025 in Review

43 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q4 2025, worth a combined $53M — up 1.6% from $52.2M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PFIX and 11 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 16 added.

The largest buyer was Trek Financial, opening a new position worth an estimated $11.9M. The largest seller was Thomas J. Herzfeld Advisors, exiting entirely with an estimated $9.23M sold.

  • 43 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q4 2025, down from 50 in Q3 2025.
  • Funds reported $53M of Simplify Interest Rate Hedge ETF stock for Q4 2025, up 1.6% quarter-over-quarter.
  • 11 funds opened new Simplify Interest Rate Hedge ETF positions in Q4 2025 and 16 closed out, a net change of -5 holders.
  • The largest Simplify Interest Rate Hedge ETF buyer in Q4 2025 was Trek Financial, an estimated $11.9M added.
  • The largest Simplify Interest Rate Hedge ETF seller in Q4 2025 was Thomas J. Herzfeld Advisors, an estimated $9.23M sold.

Based on aggregated 13F filings for Q4 2025.