Simplify Interest Rate Hedge ETF
PFIX
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.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
64% more capital invested
Capital invested by funds: $42.7M → $69.9M (+$27.2M)
26% more funds holding
Funds holding: 38 → 48 (+10)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
2.72% more ownership
Funds ownership: 35.18% → 37.91% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$19M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.79M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.54M |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
+$615K |
| 5 |
NWM
Napa Wealth Management
Napa,
California
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$7.02M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$5.82M |
| 3 |
Jane Street
New York
|
-$3.91M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.69M |
| 5 |
AFG
Altiora Financial Group
Lebanon,
Ohio
|
-$912K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$3.69M | -88,500 | Closed |
|
|
AFG
52
Altiora Financial Group
Lebanon,
Ohio
| – | -$912K | -22,183 | Closed |
|
|
GS
53
GTS Securities
New York
| – | -$221K | -5,386 | Closed |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| – | -$46.3K | -1,125 | Closed |
|
|
FDCP
55
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| – | -$26.8K | -652 | Closed |
|
|
CA
56
CoreCap Advisors
Southfield,
Michigan
| – | -$25.8K | -627 | Closed |
|
57
Simplex Trading
Chicago,
Illinois
| – | -$15K | -387 | Closed |
|
|
LFG
58
Larson Financial Group
St Louis,
Missouri
| – | -$14.7K | -358 | Closed |
|
|
RIL
59
Rothschild Investment LLC
Chicago,
Illinois
| – | -$8.22K | -200 | Closed |
|
60
JP Morgan Chase
New York
| – | -$1.92K | -46 | Closed |
|
PFIX Hedge Fund Activity: Q4 2024 in Review
48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q4 2024, worth a combined $69.9M — up 64% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PFIX positions and 12 closed out — a net gain of 11 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $19M. The largest seller was Ferguson Shapiro, cutting an estimated $7.02M.
- 48 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q4 2024, up from 38 in Q3 2024.
- Funds reported $69.9M of Simplify Interest Rate Hedge ETF stock for Q4 2024, up 64% quarter-over-quarter.
- 23 funds opened new Simplify Interest Rate Hedge ETF positions in Q4 2024 and 12 closed out, a net change of +11 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q4 2024 was Goldman Sachs, an estimated $19M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q4 2024 was Ferguson Shapiro, an estimated $7.02M sold.
Based on aggregated 13F filings for Q4 2024.