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Simplify Interest Rate Hedge ETF

63 hedge funds and large institutions have $76.2M invested in Simplify Interest Rate Hedge ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

47% more funds holding

Funds holding: 4363 (+20)

44% more capital invested

Capital invested by funds: $53M → $76.2M (+$23.2M)

10.38% more ownership

Funds ownership: 35.12%45.5% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
63
Holders Change
+20
Holders Change %
+46.51%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
18
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
Triumph Capital Management
Colorado
$15.8K
GPFA
52
Game Plan Financial Advisors
Ohio
$13.9K +$13.7K +300 New
Simplex Trading
53
Simplex Trading
Illinois
$13.4K +$13.2K +289 New
PIS
54
POM Investment Strategies
North Carolina
$8.14K +$8.04K +176 New
MWA
55
Merkkuri Wealth Advisors
New York
$6.64K +$6.58K +144 New
ASN
56
Advisory Services Network
Georgia
$5.88K +$5.8K +127 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$3K +$3.43K +75 New
IAIM
58
International Assets Investment Management
Florida
$2.27K +$2.24K +49 New
EP
59
Essential Partners
California
$1.99K +$1.97K +43 New
Wells Fargo
60
Wells Fargo
California
$776 +$685 +15 +750%
AEPWM
61
Atlantic Edge Private Wealth Management
Florida
$740 +$731 +16 New
AWM
62
AE Wealth Management
Kansas
$702 -$411 -9 -38%
DFA
63
DHJJ Financial Advisors
Illinois
$47
Jane Street
64
Jane Street
New York
-$7.27M -151,777 Closed
Citadel Advisors
65
Citadel Advisors
Florida
-$976K -20,361 Closed
PFA
66
Professional Financial Advisors
Nebraska
-$897K -18,721 Closed
QC
67
Quadrature Capital
United Kingdom
-$648K -13,514 Closed
GEM
68
Global Endowment Management
North Carolina
-$383K -8,000 Closed
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
-$349K -7,285 Closed
NA
70
NewEdge Advisors
Louisiana
-$3.83K -80 Closed
JP Morgan Chase
71
JP Morgan Chase
New York
-$2.78K -58 Closed
MCM
72
MAI Capital Management
Ohio
-$288 -6 Closed