Simplify Interest Rate Hedge ETF
PFIX
64 hedge funds and large institutions have $296M invested in Simplify Interest Rate Hedge ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 17 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
114% more capital invested
Capital invested by funds: $139M → $296M (+$158M)
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
36.36% more ownership
Funds ownership: 40.67% → 77.03% (+36%)
10% more funds holding
Funds holding: 58 → 64 (+6)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$132M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$9.09M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$7.45M |
| 4 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
+$4.27M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$6.21M |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$4.78M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.84M |
| 4 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$1.52M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
76
Whittier Trust
South Pasadena,
California
| – | -$244K | -3,585 | Closed |
|
|
BWM
77
BlackDiamond Wealth Management
New York
| – | -$271K | -3,346 | Closed |
|
78
Citadel Advisors
Miami,
Florida
| – | -$223K | -3,265 | Closed |
|
|
CPP
79
Capasso Planning Partners
Charleston,
South Carolina
| – | -$219K | -3,206 | Closed |
|
|
BCM
80
Brookstone Capital Management
Wheaton,
Illinois
| – | -$212K | -3,022 | Closed |
|
|
M1FG
81
Mach-1 Financial Group
Rogers,
Arkansas
| – | -$27K | -399 | Closed |
|
|
VNA
82
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$4K | -50 | Closed |
|
PFIX Hedge Fund Activity: Q4 2022 in Review
64 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q4 2022, worth a combined $296M — up 114% from $139M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PFIX positions and 17 closed out — a net gain of 8 holders — while 17 added to existing stakes and 16 trimmed.
The largest buyer was Jane Street, adding an estimated $132M. The largest seller was Trek Financial, exiting entirely with an estimated $6.21M sold.
- 64 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q4 2022, up from 58 in Q3 2022.
- Funds reported $296M of Simplify Interest Rate Hedge ETF stock for Q4 2022, up 114% quarter-over-quarter.
- 25 funds opened new Simplify Interest Rate Hedge ETF positions in Q4 2022 and 17 closed out, a net change of +8 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q4 2022 was Jane Street, an estimated $132M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q4 2022 was Trek Financial, an estimated $6.21M sold.
Based on aggregated 13F filings for Q4 2022.