Simplify Interest Rate Hedge ETF
PFIX
50 hedge funds and large institutions have $52.2M invested in Simplify Interest Rate Hedge ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 11 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
4% less funds holding
Funds holding: 52 → 50 (-2)
5.54% less ownership
Funds ownership: 37.14% → 31.6% (-5.5%)
8% less capital invested
Capital invested by funds: $56.9M → $52.2M (-$4.71M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$10.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.08M |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$3.97M |
| 4 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
+$2.21M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$15.3M |
| 2 |
Goldman Sachs
New York
|
-$1.66M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.43M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.43M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$830K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
51
Creekmur Asset Management
Morton,
Illinois
| $5 | – | – | – |
|
|
52
Goldman Sachs
New York
| – | -$1.66M | -31,400 | Closed |
|
|
HH
53
Hilltop Holdings
Dallas,
Texas
| – | -$1.43M | -27,070 | Closed |
|
|
OMC
54
Old Mission Capital
Chicago,
Illinois
| – | -$1.43M | -27,022 | Closed |
|
|
HF
55
HRT Financial
New York
| – | -$816K | -15,448 | Closed |
|
|
MWM
56
Maridea Wealth Management
Brooklyn,
New York
| – | -$720K | -13,622 | Closed |
|
|
AFG
57
Atomi Financial Group
New York
| – | -$705K | -13,333 | Closed |
|
|
AWM
58
Avaii Wealth Management
Appleton,
Wisconsin
| – | -$257K | -4,871 | Closed |
|
|
CCC
59
Compass Capital Corp
Braintree,
Massachusetts
| – | -$233K | -4,318 | Closed |
|
|
SAM
60
S.A. Mason
Holland,
Michigan
| – | -$75.6K | -1,431 | Closed |
|
61
Raymond James Financial
St Petersburg,
Florida
| – | -$53.1K | -1,004 | Closed |
|
|
T
62
Transce3nd
Kyle,
Texas
| – | -$951 | -18 | Closed |
|
PFIX Hedge Fund Activity: Q3 2025 in Review
50 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q3 2025, worth a combined $52.2M — down 8.3% from $56.9M a quarter earlier.
Fund positioning in PFIX was balanced in Q3 2025: 11 funds opened new positions, 11 closed out, 17 added to existing stakes and 14 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $10.3M. The largest seller was Jane Street, cutting an estimated $15.3M.
- 50 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q3 2025, down from 52 in Q2 2025.
- Funds reported $52.2M of Simplify Interest Rate Hedge ETF stock for Q3 2025, down 8.3% quarter-over-quarter.
- 11 funds opened new Simplify Interest Rate Hedge ETF positions in Q3 2025 and 11 closed out, a net change of 0 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q3 2025 was Thomas J. Herzfeld Advisors, an estimated $10.3M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q3 2025 was Jane Street, an estimated $15.3M sold.
Based on aggregated 13F filings for Q3 2025.