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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

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.

Holders
18
Holders Change
+6
Holders Change %
+50%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.29M
2
CP
2
Clayton Partners
California
$1.89M
3
IA
3
IFP Advisors
Florida
$629K
4
BCM
4
Bluefin Capital Management
New York
$549K
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$353K

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$557K
2
PHS
2
Pekin Hardy Strauss
Illinois
$4.63M
3
UBS Group
3
UBS Group
Switzerland
$0
4
HIA
4
Harbor Investment Advisory
Maryland
$556K
Name Holding Trade Value Shares
Change 		Shares
Change %
PHS
1
Pekin Hardy Strauss
Illinois
$4.63M -$484K -11,905 -9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.29M +$2.29M +56,200 New
ZA
3
Zazove Associates
Nevada
$2.13M – – –
CP
4
Clayton Partners
California
$1.89M +$1.2M +29,424 +173%
RBC
5
Rye Brook Capital
Connecticut
$1.03M – – –
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.03M +$159K +3,917 +18%
IA
7
IFP Advisors
Florida
$629K +$629K +15,280 New
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$557K -$567K – –
HIA
9
Harbor Investment Advisory
Maryland
$556K -$7.45K -183 -1%
BCM
10
Bluefin Capital Management
New York
$549K +$549K +13,500 New
IWC
11
Integrated Wealth Concepts
Massachusetts
$353K +$353K +8,671 New
CG
12
Colony Group
Massachusetts
$298K +$81.4K +2,000 +38%
AIM
13
Anchor Investment Management
South Carolina
$210K +$141K +3,475 +204%
Morgan Stanley
14
Morgan Stanley
New York
$165K +$2.39K +59 +1%
BW
15
Bison Wealth
Georgia
$87K +$87K +2,147 New
SAM
16
S.A. Mason
Michigan
$83K +$83K +2,050 New
Osaic Holdings
17
Osaic Holdings
Arizona
$51K +$51K +1,250 New
SMG
18
Spectrum Management Group
Indiana
$20K – – –
SPIA
19
Steward Partners Investment Advisory
New York
$1K +$1K +28 New
UBS Group
20
UBS Group
Switzerland
– -$54K -1,304 Closed