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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

50 hedge funds and large institutions have $81.3M invested in Simplify Interest Rate Hedge ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
7
Reduced
27
Closed
18
Calls
$315K
Puts
$831K
Net Calls
-$516K
Net Calls Change
-$1K

Top Buyers

1
TF
1
Trek Financial
Arizona
$9.35M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$7.03M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$849K
4
CF
4
Centaurus Financial
California
$703K
5
PFA
5
Professional Financial Advisors
Nebraska
$573K

Top Sellers

1
Jane Street
1
Jane Street
New York
$20.3M
2
NA
2
NewEdge Advisors
Louisiana
$0
3
FGA
3
Fortis Group Advisors
New Jersey
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
ZA
5
Zazove Associates
Nevada
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
– -$8.35M -133,077 Closed
FGA
52
Fortis Group Advisors
New Jersey
– -$4.02M -64,102 Closed
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
– -$3.28M -51,528 Closed
VF
54
Vista Finance
Missouri
– -$1.8M -28,705 Closed
TIM
55
Triad Investment Management
California
– -$903K -14,379 Closed
JIR
56
James Investment Research
Ohio
– -$770K -12,267 Closed
FCA
57
Fortis Capital Advisors
Kansas
– -$559K -8,907 Closed
BAM
58
Belpointe Asset Management
Nevada
– -$559K -8,907 Closed
OMC
59
Old Mission Capital
Illinois
– -$554K -8,832 Closed
GEM
60
Global Endowment Management
North Carolina
– -$377K -6,000 Closed
EA
61
Eudaimonia Advisors
Tennessee
– -$314K -5,000 Closed
HF
62
HRT Financial
New York
– -$308K -4,919 Closed
Simplex Trading
63
Simplex Trading
Illinois
– -$268K -4,282 Closed
MA
64
Mutual Advisors
Nebraska
– -$236K -3,757 Closed
AFP
65
Ausdal Financial Partners
Iowa
– -$230K -3,671 Closed
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
– -$157K -2,495 Closed
FA
67
Fiduciary Alliance
South Carolina
– -$12.1K -193 Closed
FIA
68
FNY Investment Advisers
New York
– -$1K -20 Closed
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