Simplify Interest Rate Hedge ETF
PFIX
18 hedge funds and large institutions have $16.6M invested in Simplify Interest Rate Hedge ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
927% more capital inflows, than outflows
Capital inflows: $5.51M | Capital outflows: $537K
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
50% more funds holding
Funds holding: 12 → 18 (+6)
4.88% more ownership
Funds ownership: 10.55% → 15.43% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.24M |
| 2 |
Clayton Partners
Berkeley,
California
|
+$1.18M |
| 3 |
IFP Advisors
Tampa,
Florida
|
+$610K |
| 4 |
BCM
Bluefin Capital Management
New York
|
+$539K |
| 5 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$346K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pekin Hardy Strauss
Chicago,
Illinois
|
-$476K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$54K |
| 3 |
Harbor Investment Advisory
Lutherville,
Maryland
|
-$7.31K |
PFIX Hedge Fund Activity: Q3 2021 in Review
18 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q3 2021, worth a combined $16.6M — up 41% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PFIX positions and 1 closed out — a net gain of 7 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $2.24M. The largest seller was Pekin Hardy Strauss, cutting an estimated $476K.
- 18 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q3 2021, up from 12 in Q2 2021.
- Funds reported $16.6M of Simplify Interest Rate Hedge ETF stock for Q3 2021, up 41% quarter-over-quarter.
- 8 funds opened new Simplify Interest Rate Hedge ETF positions in Q3 2021 and 1 closed out, a net change of +7 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q3 2021 was Commonwealth Equity Services, an estimated $2.24M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q3 2021 was Pekin Hardy Strauss, an estimated $476K sold.
Based on aggregated 13F filings for Q3 2021.