Simplify Interest Rate Hedge ETF
PFIX
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.
18.5% more ownership
Funds ownership: 35.47% → 53.97% (+19%)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0% more funds holding
Funds holding: 50 → 50 (0)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
36% less call options, than puts
Call options by funds: $920K | Put options by funds: $1.44M
41% less capital invested
Capital invested by funds: $81.3M → $47.6M (-$33.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$36.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.93M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.07M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.87M |
| 5 |
RG
Retirement Group
San Diego,
California
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$7.03M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$4.03M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.41M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.37M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.26M |
PFIX Hedge Fund Activity: Q4 2023 in Review
50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q4 2023, worth a combined $47.6M — down 41% from $81.3M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PFIX positions and 18 closed out — a net gain of 1 holder — while 11 added to existing stakes and 13 trimmed.
The largest buyer was Jane Street, adding an estimated $36.6M. The largest seller was HighTower Advisors, exiting entirely with an estimated $7.03M sold.
- 50 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $47.6M of Simplify Interest Rate Hedge ETF stock for Q4 2023, down 41% quarter-over-quarter.
- 19 funds opened new Simplify Interest Rate Hedge ETF positions in Q4 2023 and 18 closed out, a net change of +1 holder.
- The largest Simplify Interest Rate Hedge ETF buyer in Q4 2023 was Jane Street, an estimated $36.6M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q4 2023 was HighTower Advisors, an estimated $7.03M sold.
Based on aggregated 13F filings for Q4 2023.