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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

52 hedge funds and large institutions have $141M invested in Simplify Interest Rate Hedge ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-12
Holders Change %
-18.75%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
19
Reduced
18
Closed
17
Calls
$24K
Puts
$128K
Net Calls
-$104K
Net Calls Change
-$104K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.2M
2
TWM
TMD Wealth Management
Arizona
$5.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.48M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.14M
5
Goldman Sachs
Goldman Sachs
New York
$2.44M

Top Sellers

1
Jane Street
Jane Street
New York
$68.7M
2
KAS
Kestra Advisory Services
Texas
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$850K
4
CA
Cetera Advisors
Colorado
$3.09M
5
PHS
Pekin Hardy Strauss
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$914 -$24.6K -431 -96%
SPIA
52
Steward Partners Investment Advisory
New York
$914 – – –
KAS
53
Kestra Advisory Services
Texas
– -$9.27M -129,416 Closed
PHS
54
Pekin Hardy Strauss
Illinois
– -$4.35M -60,790 Closed
II
55
Ibex Investors
Colorado
– -$1.2M -16,750 Closed
MWM
56
Moulton Wealth Management
Washington
– -$936K -14,890 Closed
TI
57
Tidal Investments
Wisconsin
– -$784K -10,950 Closed
AWS
58
Atria Wealth Solutions
New York
– -$716K -10,004 Closed
WP
59
WealthSource Partners
California
– -$656K -9,156 Closed
OMC
60
Old Mission Capital
Illinois
– -$247K -3,454 Closed
WAP
61
Wealthcare Advisory Partners
Pennsylvania
– -$240K -3,350 Closed
BRWA
62
B. Riley Wealth Advisors
Florida
– -$240K -3,345 Closed
SI
63
Stephens Inc
Arkansas
– -$208K -2,908 Closed
HCM
64
Hollencrest Capital Management
California
– -$107K -1,500 Closed
LCM
65
Logan Capital Management
Pennsylvania
– -$25.2K -350 Closed
HI
66
Harbour Investments
Wisconsin
– -$12.6K -176 Closed
Wells Fargo
67
Wells Fargo
California
– -$931 -13 Closed
MCC
68
Money Concepts Capital
Florida
– -$430 -6 Closed
Fidelity Investments
69
Fidelity Investments
Massachusetts
– -$72 -1 Closed
NA
70
NewEdge Advisors
Louisiana
– -$1 – –
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