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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

48 hedge funds and large institutions have $69.9M invested in Simplify Interest Rate Hedge ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
23
Increased
10
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$24.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.06M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.78M
4
CL
Choreo LLC
Illinois
$673K
5
NWM
Napa Wealth Management
California
$617K

Top Sellers

1
FS
Ferguson Shapiro
Georgia
$531K
2
TF
Trek Financial
Arizona
$0
3
Jane Street
Jane Street
New York
$9.91M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
5
AFG
Altiora Financial Group
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
– -$3.69M -88,500 Closed
AFG
52
Altiora Financial Group
Ohio
– -$912K -22,183 Closed
GS
53
GTS Securities
New York
– -$221K -5,386 Closed
IA
54
IFP Advisors
Florida
– -$46.3K -1,125 Closed
FDCP
55
Foster Dykema Cabot & Partners
Massachusetts
– -$26.8K -652 Closed
CA
56
CoreCap Advisors
Michigan
– -$25.8K -627 Closed
Simplex Trading
57
Simplex Trading
Illinois
– -$15K -387 Closed
LFG
58
Larson Financial Group
Missouri
– -$14.7K -358 Closed
RIL
59
Rothschild Investment LLC
Illinois
– -$8.22K -200 Closed
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
– -$1.92K -46 Closed
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