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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

51 hedge funds and large institutions have $56.4M invested in Simplify Interest Rate Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+12
Holders Change %
+30.77%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
14
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HF
1
Holcombe Financial
Georgia
$4.44M
2
OMC
2
Old Mission Capital
Illinois
$1.43M
3
PHS
3
Pekin Hardy Strauss
Illinois
$1.38M
4
AIM
4
Advyzon Investment Management
Illinois
$1.1M
5
LPL Financial
5
LPL Financial
California
$886K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$452K
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
CL
5
Choreo LLC
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
51
DHJJ Financial Advisors
Illinois
$53 – – –
CAM
52
Creekmur Asset Management
Illinois
$6 -$5 – –
TJHA
53
Thomas J. Herzfeld Advisors
Florida
– -$2.51M -51,764 Closed
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
– -$1.11M -22,966 Closed
CL
55
Choreo LLC
Illinois
– -$456K -9,419 Closed
FS
56
Ferguson Shapiro
Georgia
– -$370K -7,626 Closed
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