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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

34 hedge funds and large institutions have $34.2M invested in Simplify Interest Rate Hedge ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 11 closing their positions.

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
9
Reduced
4
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Simplify Asset Management
Nevada
$8.37M
2
JCA
2
January Capital Advisors
California
$5M
3
CG
3
Colony Group
Massachusetts
$3.46M
4
ASN
4
Advisory Services Network
Georgia
$1.65M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
PHS
2
Pekin Hardy Strauss
Illinois
$1.43M
3
OMC
3
Old Mission Capital
Illinois
$0
4
CP
4
Clayton Partners
California
$0
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$8.37M +$8.37M +167,943 New
JCA
2
January Capital Advisors
California
$5M +$5M +88,541 New
CG
3
Colony Group
Massachusetts
$3.46M +$3.01M +60,392 +677%
ZA
4
Zazove Associates
Nevada
$2.61M +$2.61M +52,380 New
ASN
5
Advisory Services Network
Georgia
$1.65M +$1.65M +33,062 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.46M +$119K +2,387 +9%
PHS
7
Pekin Hardy Strauss
Illinois
$1.43M -$3.82M -76,640 -73%
IA
8
IFP Advisors
Florida
$1.22M +$716K +14,162 +143%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.1M +$1.1M +22,022 New
WP
10
WMS Partners
Maryland
$1.03M +$448K +9,000 +77%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$880K +$88.7K +1,780 +11%
EA
12
Eudaimonia Advisors
Tennessee
$742K -$166K -3,319 -18%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$683K -$514K – –
Citadel Advisors
14
Citadel Advisors
Florida
$607K +$607K +12,179 New
Walleye Capital
15
Walleye Capital
New York
$598K +$598K +11,997 New
Morgan Stanley
16
Morgan Stanley
New York
$456K +$74.9K +1,503 +20%
AWS
17
Atria Wealth Solutions
New York
$416K +$416K +8,343 New
UBS Group
18
UBS Group
Switzerland
$379K +$379K +7,609 New
WAM
19
Worth Asset Management
Texas
$321K +$321K +5,422 New
SC
20
Solstein Capital
California
$321K +$321K +6,441 New
WP
21
WealthSource Partners
California
$269K +$269K +5,404 New
AIM
22
Anchor Investment Management
South Carolina
$258K – – –
KA
23
Kovack Advisors
Florida
$224K -$49.8K -1,000 -18%
BW
24
Bison Wealth
Georgia
$205K +$56.7K +1,135 +38%
GTAM
25
Global Trust Asset Management
Florida
$204K +$204K +4,100 New
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