Simplify Interest Rate Hedge ETF
PFIX
47 hedge funds and large institutions have $50.5M invested in Simplify Interest Rate Hedge ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
18% more capital invested
Capital invested by funds: $42.7M → $50.5M (+$7.83M)
9% more funds holding
Funds holding: 43 → 47 (+4)
2.52% more ownership
Funds ownership: 32.28% → 34.79% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
36% less call options, than puts
Call options by funds: $311K | Put options by funds: $483K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$23.6M |
| 2 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$1.31M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$740K |
| 4 |
JP Morgan Chase
New York
|
+$482K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$317K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$13.1M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.25M |
| 3 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$2.04M |
| 4 |
Goldman Sachs
New York
|
-$1.23M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
51
Mutual Advisors
Omaha,
Nebraska
| – | -$214K | -4,780 | Closed |
|
|
PAG
52
Private Advisor Group
Morristown,
New Jersey
| – | -$122K | -2,725 | Closed |
|
|
PAM
53
Palisade Asset Management
Minneapolis,
Minnesota
| – | -$50.6K | -1,130 | Closed |
|
|
VWM
54
Venturi Wealth Management
Austin,
Texas
| – | -$4.48K | -100 | Closed |
|
55
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$236 | -5 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | -$90 | -2 | Closed |
|
PFIX Hedge Fund Activity: Q2 2024 in Review
47 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q2 2024, worth a combined $50.5M — up 18% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PFIX positions and 8 closed out — a net gain of 4 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $23.6M. The largest seller was Trek Financial, exiting entirely with an estimated $13.1M sold.
- 47 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q2 2024, up from 43 in Q1 2024.
- Funds reported $50.5M of Simplify Interest Rate Hedge ETF stock for Q2 2024, up 18% quarter-over-quarter.
- 12 funds opened new Simplify Interest Rate Hedge ETF positions in Q2 2024 and 8 closed out, a net change of +4 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q2 2024 was Jane Street, an estimated $23.6M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q2 2024 was Trek Financial, an estimated $13.1M sold.
Based on aggregated 13F filings for Q2 2024.