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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

55 hedge funds and large institutions have $137M invested in Simplify Interest Rate Hedge ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
15
Reduced
21
Closed
9
Calls
$19K
Puts
$534K
Net Calls
-$515K
Net Calls Change
-$411K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$8.35M
2
Jane Street
2
Jane Street
New York
$75.8M
3
FGA
3
Fortis Group Advisors
New Jersey
$4.02M
4
JIR
4
James Investment Research
Ohio
$770K
5
FCA
5
Fortis Capital Advisors
Kansas
$559K

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.28M
3
TWM
3
TMD Wealth Management
Arizona
$0
4
IA
4
IFP Advisors
Florida
$852K
5
SAM
5
Simplify Asset Management
Nevada
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
Fiduciary Alliance
South Carolina
$12.1K +$12.1K +193 New
US Bancorp
52
US Bancorp
Minnesota
$9.1K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$4.83K +$3.89K +62 +413%
FIA
54
FNY Investment Advisers
New York
$1K +$1K +20 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$126 +$126 +2 New
ASN
56
Advisory Services Network
Georgia
– -$9.1M -149,265 Closed
TWM
57
TMD Wealth Management
Arizona
– -$5.5M -90,303 Closed
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
– -$1.04M -17,123 Closed
SEA
59
Stegent Equity Advisors
Texas
– -$701K -11,508 Closed
AF
60
Advisornet Financial
Minnesota
– -$30.7K -504 Closed
AAS
61
Ameritas Advisory Services
Nebraska
– -$10.9K -172 Closed
TRCT
62
Tower Research Capital (TRC)
New York
– -$2K -41 Closed
Bank of America
63
Bank of America
North Carolina
– -$1.28K -21 Closed
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
– -$914 -16 Closed
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