Simplify Interest Rate Hedge ETF
PFIX
58 hedge funds and large institutions have $139M invested in Simplify Interest Rate Hedge ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 18 closing their positions.
12% more capital invested
Capital invested by funds: $123M → $139M (+$15.1M)
0.86% less ownership
Funds ownership: 41.53% → 40.67% (-0.86%)
9% less funds holding
Funds holding: 64 → 58 (-6)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$16.7M |
| 2 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
+$6.11M |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$5.17M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.79M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$7.48M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.4M |
| 3 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$5.4M |
| 4 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$3.49M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$3.11M |
PFIX Hedge Fund Activity: Q3 2022 in Review
58 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q3 2022, worth a combined $139M — up 12% from $123M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of PFIX and 13 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 16 added.
The largest buyer was Jane Street, adding an estimated $16.7M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $7.48M sold.
- 58 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q3 2022, down from 64 in Q2 2022.
- Funds reported $139M of Simplify Interest Rate Hedge ETF stock for Q3 2022, up 12% quarter-over-quarter.
- 13 funds opened new Simplify Interest Rate Hedge ETF positions in Q3 2022 and 18 closed out, a net change of -5 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q3 2022 was Jane Street, an estimated $16.7M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q3 2022 was NewEdge Advisors, an estimated $7.48M sold.
Based on aggregated 13F filings for Q3 2022.