Simplify Interest Rate Hedge ETF
PFIX
43 hedge funds and large institutions have $53M invested in Simplify Interest Rate Hedge ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 16 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
3.52% more ownership
Funds ownership: 31.6% → 35.12% (+3.5%)
2% more capital invested
Capital invested by funds: $52.2M → $53M (+$822K)
14% less funds holding
Funds holding: 50 → 43 (-7)
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$11.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.04M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$2.01M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.1M |
| 5 |
Jane Street
New York
|
+$934K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
Integrity Alliance
Urbandale,
Iowa
| – | -$231K | -4,785 | Closed |
|
|
RFA
52
Reyes Financial Architecture
San Diego,
California
| – | -$71.5K | -1,485 | Closed |
|
|
PS
53
Principal Securities
Des Moines,
Iowa
| – | -$36.5K | -757 | Closed |
|
54
UBS Group
Zurich,
Switzerland
| – | -$32.2K | -668 | Closed |
|
|
NFSG
55
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$9.31K | -193 | Closed |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| – | -$7.42K | -154 | Closed |
|
57
Rockefeller Capital Management
New York
| – | -$6.36K | -132 | Closed |
|
58
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$6K | -126 | Closed |
|
59
Simplex Trading
Chicago,
Illinois
| – | -$4K | -90 | Closed |
|
PFIX Hedge Fund Activity: Q4 2025 in Review
43 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q4 2025, worth a combined $53M — up 1.6% from $52.2M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of PFIX and 11 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 16 added.
The largest buyer was Trek Financial, opening a new position worth an estimated $11.9M. The largest seller was Thomas J. Herzfeld Advisors, exiting entirely with an estimated $9.23M sold.
- 43 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q4 2025, down from 50 in Q3 2025.
- Funds reported $53M of Simplify Interest Rate Hedge ETF stock for Q4 2025, up 1.6% quarter-over-quarter.
- 11 funds opened new Simplify Interest Rate Hedge ETF positions in Q4 2025 and 16 closed out, a net change of -5 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q4 2025 was Trek Financial, an estimated $11.9M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q4 2025 was Thomas J. Herzfeld Advisors, an estimated $9.23M sold.
Based on aggregated 13F filings for Q4 2025.