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Simplify Interest Rate Hedge ETF

63 hedge funds and large institutions have $76.2M invested in Simplify Interest Rate Hedge ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

47% more funds holding

Funds holding: 4363 (+20)

44% more capital invested

Capital invested by funds: $53M → $76.2M (+$23.2M)

10.38% more ownership

Funds ownership: 35.12%45.5% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
63
Holders Change
+20
Holders Change %
+46.51%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
18
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$473K +$314K +6,872 +205%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$409K +$2.79K +61 +0.7%
SAI
28
Savvy Advisors Inc
New York
$311K -$204K -4,473 -40%
GAM
29
Griffin Asset Management
New York
$308K +$305K +6,667 New
CA
30
Cambridge Advisors
Nebraska
$286K +$2.92K +64 +1%
TF
31
Trek Financial
Arizona
$262K -$11.2M -244,421 -98%
OC
32
Oppenheimer & Co
New York
$250K +$247K +5,413 New
SMC
33
Smith, Moore & Co
Missouri
$231K +$229K +5,005 New
CMMS
34
Comprehensive Money Management Services
Florida
$223K -$11.4K -250 -5%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$211K +$161K +3,520 +336%
FFA
36
Farther Finance Advisors
California
$205K +$179K +3,910 +655%
LC
37
Luminist Capital
Michigan
$169K +$2.1K +46 +1%
PTC
38
Private Trust Company
Ohio
$140K +$138K +3,026 New
CAN
39
Capital Advisor Network
Indiana
$117K +$116K +2,528 New
BCWM
40
Ball & Co Wealth Management
Tennessee
$97K +$96.8K +2,118 New
Morgan Stanley
41
Morgan Stanley
New York
$92.6K +$91.3K +1,999 +66,633%
CT
42
Colonial Trust
South Carolina
$80.9K +$34.3K +750 +75%
SPIA
43
Steward Partners Investment Advisory
New York
$77.8K +$32.9K +721 +75%
GWM
44
Geneos Wealth Management
Colorado
$44.1K +$43.6K +955 New
AIC
45
Archer Investment Corporation
Indiana
$37.1K
CWM
46
Copia Wealth Management
Oregon
$34.4K
HIA
47
Harbor Investment Advisory
Maryland
$27.7K
HWP
48
Highline Wealth Partners
California
$27.7K +$27.4K +600 New
US Bancorp
49
US Bancorp
Minnesota
$25.2K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$20.6K +$20.4K +446 New