PFIX icon

Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

29 hedge funds and large institutions have $17.6M invested in Simplify Interest Rate Hedge ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+11
Holders Change %
+61.11%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
7
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.67M
2
OMC
2
Old Mission Capital
Illinois
$1.5M
3
WP
3
WMS Partners
Maryland
$441K
4
PCM
4
Prelude Capital Management
New York
$407K
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$659K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$596K
2
RBC
2
Rye Brook Capital
Connecticut
$0
3
CP
3
Clayton Partners
California
$839K
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$514K
5
HIA
5
Harbor Investment Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$4.67M +$4.67M +124,346 New
PHS
2
Pekin Hardy Strauss
Illinois
$3.95M -$325K -8,655 -8%
OMC
3
Old Mission Capital
Illinois
$1.5M +$1.5M +40,073 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.01M +$61.4K +1,634 +6%
CP
5
Clayton Partners
California
$839K -$904K -24,078 -52%
EA
6
Eudaimonia Advisors
Tennessee
$683K +$683K +18,198 New
IWC
7
Integrated Wealth Concepts
Massachusetts
$659K +$334K +8,885 +102%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$596K -$1.51M -40,320 -72%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$514K -$557K – –
WP
10
WMS Partners
Maryland
$441K +$441K +11,750 New
PCM
11
Prelude Capital Management
New York
$407K +$407K +10,848 New
IA
12
IFP Advisors
Florida
$373K -$203K -5,378 -35%
CG
13
Colony Group
Massachusetts
$335K +$60.1K +1,600 +22%
Morgan Stanley
14
Morgan Stanley
New York
$287K +$134K +3,575 +88%
BCM
15
Bluefin Capital Management
New York
$248K -$259K -6,899 -51%
AWM
16
Apollon Wealth Management
South Carolina
$229K +$229K +6,108 New
KA
17
Kovack Advisors
Florida
$206K +$206K +5,500 New
AIM
18
Anchor Investment Management
South Carolina
$194K – – –
BW
19
Bison Wealth
Georgia
$112K +$31.1K +824 +38%
SAM
20
S.A. Mason
Michigan
$105K +$28.1K +750 +37%
Osaic Holdings
21
Osaic Holdings
Arizona
$73K +$26.2K +700 +56%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$56K +$56K +1,435 New
EWM
23
Edge Wealth Management
New York
$56K +$56K +1,500 New
CA
24
CoreCap Advisors
Michigan
$24K +$24K +627 New
SMG
25
Spectrum Management Group
Indiana
$19K – – –
1
2