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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-9
Holders Change %
-18.75%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
4
Reduced
17
Closed
18
Calls
$87K
Puts
$48K
Net Calls
+$39K
Net Calls Change
+$39K

Top Buyers

1
Jane Street
1
Jane Street
New York
$19.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.11M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.03M
4
AAS
4
Avantax Advisory Services
Texas
$674K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$491K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.09M
2
PHS
2
Pekin Hardy Strauss
Illinois
$0
3
GVCM
3
Global View Capital Management
Wisconsin
$0
4
MWM
4
Maridea Wealth Management
New York
$0
5
PEA
5
Park Edge Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
Mutual Advisors
Nebraska
– -$262K -4,841 Closed
DFP
52
Defined Financial Planning
California
– -$241K -4,611 Closed
ZA
53
Zazove Associates
Nevada
– -$31.6K -604 Closed
Comerica Bank
54
Comerica Bank
Texas
– -$28.2K -538 Closed
Bank of America
55
Bank of America
North Carolina
– -$22.5K -429 Closed
CAS
56
Coppell Advisory Solutions
Texas
– -$1.97K -38 Closed
RCA
57
Runnymede Capital Advisors
Ohio
– -$1.78K -34 Closed
Fidelity Investments
58
Fidelity Investments
Massachusetts
– -$52 -1 Closed
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