Simplify Interest Rate Hedge ETF
PFIX
39 hedge funds and large institutions have $51.8M invested in Simplify Interest Rate Hedge ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 17 reducing their positions, and 18 closing their positions.
81% more call options, than puts
Call options by funds: $87K | Put options by funds: $48K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.84% less ownership
Funds ownership: 37.91% → 37.07% (-0.84%)
19% less funds holding
Funds holding: 48 → 39 (-9)
26% less capital invested
Capital invested by funds: $69.9M → $51.8M (-$18.2M)
50% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 18
76% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$11M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.17M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.08M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$708K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$515K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$17.2M |
| 2 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$5.64M |
| 3 |
GVCM
Global View Capital Management
Waukesha,
Wisconsin
|
-$1.32M |
| 4 |
MWM
Maridea Wealth Management
Brooklyn,
New York
|
-$1M |
| 5 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
-$881K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
51
Mutual Advisors
Omaha,
Nebraska
| – | -$262K | -4,841 | Closed |
|
|
DFP
52
Defined Financial Planning
San Rafael,
California
| – | -$241K | -4,611 | Closed |
|
|
ZA
53
Zazove Associates
Incline Village,
Nevada
| – | -$31.6K | -604 | Closed |
|
54
Comerica Bank
Dallas,
Texas
| – | -$28.2K | -538 | Closed |
|
55
Bank of America
Charlotte,
North Carolina
| – | -$21.8K | -429 | Closed |
|
|
CAS
56
Coppell Advisory Solutions
Coppell,
Texas
| – | -$1.97K | -38 | Closed |
|
|
RCA
57
Runnymede Capital Advisors
Dublin,
Ohio
| – | -$1.78K | -34 | Closed |
|
58
Fidelity Investments
Boston,
Massachusetts
| – | -$52 | -1 | Closed |
|
PFIX Hedge Fund Activity: Q1 2025 in Review
39 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q1 2025, worth a combined $51.8M — down 26% from $69.9M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of PFIX and 9 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 4 added.
The largest buyer was Jane Street, adding an estimated $11M. The largest seller was Goldman Sachs, cutting an estimated $17.2M.
- 39 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q1 2025, down from 48 in Q4 2024.
- Funds reported $51.8M of Simplify Interest Rate Hedge ETF stock for Q1 2025, down 26% quarter-over-quarter.
- 9 funds opened new Simplify Interest Rate Hedge ETF positions in Q1 2025 and 18 closed out, a net change of -9 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q1 2025 was Jane Street, an estimated $11M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q1 2025 was Goldman Sachs, an estimated $17.2M sold.
Based on aggregated 13F filings for Q1 2025.