Simplify Interest Rate Hedge ETF
PFIX
38 hedge funds and large institutions have $42.7M invested in Simplify Interest Rate Hedge ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 16 closing their positions.
0.39% more ownership
Funds ownership: 34.79% → 35.18% (+0.39%)
15% less capital invested
Capital invested by funds: $50.5M → $42.7M (-$7.76M)
19% less funds holding
Funds holding: 47 → 38 (-9)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
56% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 16
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$6.14M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.84M |
| 3 |
Goldman Sachs
New York
|
+$2.46M |
| 4 |
AFG
Altiora Financial Group
Lebanon,
Ohio
|
+$963K |
| 5 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$9.16M |
| 2 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
-$2.25M |
| 3 |
Renaissance Technologies
New York
|
-$727K |
| 4 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
-$573K |
| 5 |
ZA
Zazove Associates
Incline Village,
Nevada
|
-$488K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
51
Archer Investment Corporation
Carmel,
Indiana
| – | -$2.63K | -55 | Closed |
|
52
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$1.96K | -41 | Closed |
|
53
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$347 | -8 | -47% |
|
|
GIA
54
GHP Investment Advisors
Denver,
Colorado
| – | -$288 | -6 | Closed |
|
|
TH
55
TCTC Holdings
Dallas,
Texas
| – | -$239 | -5 | Closed |
|
PFIX Hedge Fund Activity: Q3 2024 in Review
38 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q3 2024, worth a combined $42.7M — down 15% from $50.5M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of PFIX and 7 opened new positions — a net loss of 9 holders — while 13 trimmed existing stakes and 8 added.
The largest buyer was Trek Financial, opening a new position worth an estimated $6.14M. The largest seller was Jane Street, cutting an estimated $9.16M.
- 38 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q3 2024, down from 47 in Q2 2024.
- Funds reported $42.7M of Simplify Interest Rate Hedge ETF stock for Q3 2024, down 15% quarter-over-quarter.
- 7 funds opened new Simplify Interest Rate Hedge ETF positions in Q3 2024 and 16 closed out, a net change of -9 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q3 2024 was Trek Financial, an estimated $6.14M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q3 2024 was Jane Street, an estimated $9.16M sold.
Based on aggregated 13F filings for Q3 2024.