Simplify Interest Rate Hedge ETF
PFIX
12 hedge funds and large institutions have $11.7M invested in Simplify Interest Rate Hedge ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
17.35% more ownership
Funds ownership: 0% → 17.35% (+17%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PHS
1
Pekin Hardy Strauss
Chicago,
Illinois
| $5.21M | +$5.86M | +125,815 | New |
|
|
ZA
2
Zazove Associates
Incline Village,
Nevada
| $2.17M | +$2.44M | +52,380 | New |
|
|
RBC
3
Rye Brook Capital
Greenwich,
Connecticut
| $1.05M | +$1.18M | +25,400 | New |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $888K | +$999K | +21,443 | New |
|
|
CP
5
Clayton Partners
Berkeley,
California
| $704K | +$792K | +17,000 | New |
|
|
HIA
6
Harbor Investment Advisory
Lutherville,
Maryland
| $573K | +$645K | +13,846 | New |
|
7
Hotchkis & Wiley Capital Management
Los Angeles,
California
| $567K | – | – | – |
|
|
CG
8
Colony Group
Boston,
Massachusetts
| $221K | +$248K | +5,325 | New |
|
9
Morgan Stanley
New York
| $166K | +$187K | +4,016 | New |
|
|
AIM
10
Anchor Investment Management
Columbia,
South Carolina
| $70.4K | +$79.2K | +1,700 | New |
|
11
UBS Group
Zurich,
Switzerland
| $54K | +$60.7K | +1,304 | New |
|
|
SMG
12
Spectrum Management Group
Indianapolis,
Indiana
| $21K | +$23.3K | +500 | New |
|
13
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | +$9.32K | +200 | New |
|
PFIX Hedge Fund Activity: Q2 2021 in Review
12 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q2 2021, worth a combined $11.7M.
Buyers outnumbered sellers: 12 funds opened new PFIX positions and 0 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Pekin Hardy Strauss, opening a new position worth an estimated $5.86M.
- 12 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q2 2021, up from 0 in Q1 2021.
- Funds reported $11.7M of Simplify Interest Rate Hedge ETF stock for Q2 2021.
- 12 funds opened new Simplify Interest Rate Hedge ETF positions in Q2 2021 and 0 closed out, a net change of +12 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q2 2021 was Pekin Hardy Strauss, an estimated $5.86M added.
Based on aggregated 13F filings for Q2 2021.