Simplify Interest Rate Hedge ETF
PFIX
52 hedge funds and large institutions have $56.9M invested in Simplify Interest Rate Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more funds holding
Funds holding: 39 → 52 (+13)
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
10% more capital invested
Capital invested by funds: $51.8M → $56.9M (+$5.16M)
0.07% more ownership
Funds ownership: 37.07% → 37.14% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
Holcombe Financial
Atlanta,
Georgia
|
+$2.68M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.51M |
| 3 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
+$1.47M |
| 4 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
+$1.17M |
| 5 |
LPL Financial
San Diego,
California
|
+$938K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$5.28M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.78M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$2.51M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.11M |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
-$456K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $65 | – | – | – |
|
|
DFA
52
DHJJ Financial Advisors
Naperville,
Illinois
| $53 | – | – | – |
|
|
CAM
53
Creekmur Asset Management
Morton,
Illinois
| $6 | – | – | – |
|
|
TJHA
54
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$2.51M | -51,764 | Closed |
|
|
55
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$1.11M | -22,966 | Closed |
|
|
CL
56
Choreo LLC
Rockford,
Illinois
| – | -$456K | -9,419 | Closed |
|
|
FS
57
Ferguson Shapiro
Decatur,
Georgia
| – | -$370K | -7,626 | Closed |
|
|
JHC
58
J. Hagan Capital
Louisville,
Kentucky
| – | -$283K | -5,411 | Closed |
|
PFIX Hedge Fund Activity: Q2 2025 in Review
52 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q2 2025, worth a combined $56.9M — up 10% from $51.8M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PFIX positions and 5 closed out — a net gain of 13 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Holcombe Financial, adding an estimated $2.68M. The largest seller was Goldman Sachs, cutting an estimated $5.28M.
- 52 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q2 2025, up from 39 in Q1 2025.
- Funds reported $56.9M of Simplify Interest Rate Hedge ETF stock for Q2 2025, up 10% quarter-over-quarter.
- 18 funds opened new Simplify Interest Rate Hedge ETF positions in Q2 2025 and 5 closed out, a net change of +13 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q2 2025 was Holcombe Financial, an estimated $2.68M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q2 2025 was Goldman Sachs, an estimated $5.28M sold.
Based on aggregated 13F filings for Q2 2025.