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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

50 hedge funds and large institutions have $47.6M invested in Simplify Interest Rate Hedge ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
11
Reduced
13
Closed
18
Calls
$920K
Puts
$1.44M
Net Calls
-$524K
Net Calls Change
-$8K

Top Buyers

1
Jane Street
Jane Street
New York
$24.7M
2
AWM
AE Wealth Management
Kansas
$3.66M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.29M
4
IWC
Integrated Wealth Concepts
Massachusetts
$2.26M
5
RG
Retirement Group
California
$1.08M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$0
2
TF
Trek Financial
Arizona
$2.13M
3
OIA
OneDigital Investment Advisors
Kansas
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
– -$7.03M -73,720 Closed
OIA
52
OneDigital Investment Advisors
Kansas
– -$1.41M -14,778 Closed
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
– -$1.26M -13,230 Closed
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
– -$849K -8,890 Closed
Walleye Capital
55
Walleye Capital
New York
– -$691K -7,240 Closed
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
– -$640K -6,697 Closed
Renaissance Technologies
57
Renaissance Technologies
New York
– -$466K -4,875 Closed
WAM
58
Worth Asset Management
Texas
– -$452K -4,733 Closed
CAN
59
Cetera Advisor Networks
California
– -$370K -3,876 Closed
BW
60
Bison Wealth
Georgia
– -$357K -3,737 Closed
AAS
61
Avantax Advisory Services
Texas
– -$336K -3,515 Closed
MML Investors Services
62
MML Investors Services
Massachusetts
– -$289K -3,030 Closed
SVWAG
63
Sound View Wealth Advisors Group
Georgia
– -$272K -2,851 Closed
CFB
64
Cullen/Frost Bankers
Texas
– -$239K -2,500 Closed
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
– -$221K -2,311 Closed
BCM
66
Brookstone Capital Management
Illinois
– -$226K -2,039 Closed
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
– -$48.5K -508 Closed
GRP
68
Global Retirement Partners
California
– -$16.1K -155 Closed
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