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Simplify Interest Rate Hedge ETF
PFIX

64 hedge funds and large institutions have $296M invested in Simplify Interest Rate Hedge ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

114% more capital invested

Capital invested by funds: $139M → $296M (+$158M)

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

36.36% more ownership

Funds ownership: 40.67% → 77.03% (+36%)

10% more funds holding

Funds holding: 58 → 64 (+6)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
17
Reduced
16
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$132M
2
KAS
Kestra Advisory Services
Texas
+$9.09M
3
HighTower Advisors
HighTower Advisors
Illinois
+$7.45M
4
PHS
Pekin Hardy Strauss
Illinois
+$4.27M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.09M

Top Sellers

Rank Fund Capital Flow
1
TF
Trek Financial
Arizona
-$6.21M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$4.78M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.84M
4
SAM
Simplify Asset Management
Nevada
-$1.52M
5
AWM
AE Wealth Management
Kansas
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
CoreCap Advisors
Michigan
$44.9K -$677K -9,636 -94%
AF
52
Advisornet Financial
Minnesota
$36K +$140 +2 +0.4%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$36K +$35.3K +503 New
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$29.9K -$4.78M -68,049 -99%
LCM
55
Logan Capital Management
Pennsylvania
$25.2K +$24.6K +350 New
FFA
56
Farther Finance Advisors
California
$25.1K +$24.6K +350 New
Bank of America
57
Bank of America
North Carolina
$16.8K +$16.5K +235 New
SBL
58
Sargent Bickham Lagudis
Colorado
$14K – – –
HI
59
Harbour Investments
Wisconsin
$12.6K +$70 +1 +0.6%
US Bancorp
60
US Bancorp
Minnesota
$10.4K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$1.07K -$913 -13 -46%
Wells Fargo
62
Wells Fargo
California
$931 +$913 +13 New
MCC
63
Money Concepts Capital
Florida
$430 +$421 +6 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$72 +$70 +1 New
NA
65
NewEdge Advisors
Louisiana
$1 – – –
MFS
66
Mirabella Financial Services
United Kingdom
– -$108K -107,604 Closed
TF
67
Trek Financial
Arizona
– -$6.21M -91,081 Closed
AWM
68
AE Wealth Management
Kansas
– -$1.52M -22,324 Closed
Renaissance Technologies
69
Renaissance Technologies
New York
– -$1.21M -17,690 Closed
CAN
70
Claraphi Advisory Network
United States
– -$923K -13,532 Closed
SW
71
SteelPeak Wealth
California
– -$852K -12,498 Closed
CF
72
Centaurus Financial
California
– -$555K -8,140 Closed
SVWAG
73
Sound View Wealth Advisors Group
Georgia
– -$471K -6,902 Closed
Hotchkis & Wiley Capital Management
74
Hotchkis & Wiley Capital Management
California
– -$409K -6,000 Closed
KA
75
Kovack Advisors
Florida
– -$264K -3,871 Closed
1 2
3
4

PFIX Hedge Fund Activity: Q4 2022 in Review

64 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q4 2022, worth a combined $296M — up 114% from $139M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PFIX positions and 17 closed out — a net gain of 8 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $132M. The largest seller was Trek Financial, exiting entirely with an estimated $6.21M sold.

  • 64 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $296M of Simplify Interest Rate Hedge ETF stock for Q4 2022, up 114% quarter-over-quarter.
  • 25 funds opened new Simplify Interest Rate Hedge ETF positions in Q4 2022 and 17 closed out, a net change of +8 holders.
  • The largest Simplify Interest Rate Hedge ETF buyer in Q4 2022 was Jane Street, an estimated $132M added.
  • The largest Simplify Interest Rate Hedge ETF seller in Q4 2022 was Trek Financial, an estimated $6.21M sold.

Based on aggregated 13F filings for Q4 2022.