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Simplify Interest Rate Hedge ETF

58 hedge funds and large institutions have $139M invested in Simplify Interest Rate Hedge ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
16
Reduced
19
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMG
51
Spectrum Management Group
Indiana
$34K
AF
52
Advisornet Financial
Minnesota
$34K +$68 +1 +0.2%
M1FG
53
Mach-1 Financial Group
Arkansas
$27K +$7.51K +111 +39%
SBL
54
Sargent Bickham Lagudis
Colorado
$13K +$13K +196 New
US Bancorp
55
US Bancorp
Minnesota
$10K
HI
56
Harbour Investments
Wisconsin
$10K
VNA
57
Valley National Advisers
Pennsylvania
$4K +$4K +50 New
SPIA
58
Steward Partners Investment Advisory
New York
$2K
NA
59
NewEdge Advisors
Louisiana
-$7.48M -132,537 Closed
PHS
60
Pekin Hardy Strauss
Illinois
-$3.49M -61,856 Closed
HighTower Advisors
61
HighTower Advisors
Illinois
-$3.11M -54,961 Closed
AIP
62
Almanack Investment Partners
Pennsylvania
-$1.55M -27,500 Closed
EF
63
Empowered Funds
Pennsylvania
-$1.22M -21,684 Closed
LMKC
64
L.M. Kohn & Company
Ohio
-$796K -14,094 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
-$724K -12,816 Closed
WP
66
WMS Partners
Maryland
-$658K -11,650 Closed
KWA
67
Kellett Wealth Advisors
Ohio
-$418K -7,396 Closed
HF
68
HRT Financial
New York
-$290K -5,143 Closed
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
-$207K -3,674 Closed
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
-$34K -600 Closed
Zurich Cantonal Bank
71
Zurich Cantonal Bank
Switzerland
-$27K -454 Closed
JPLA
72
Joseph P. Lucia & Associates
New York
-$25K -450 Closed
AF
73
Allworth Financial
California
-$14K -250 Closed
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
-$11K -200 Closed
MA
75
Montag & Associates
Georgia
-$1K -23 Closed