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Simplify Interest Rate Hedge ETF
PFIX

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.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

94% more capital invested

Capital invested by funds: $17.6M → $34.2M (+$16.6M)

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

17% more funds holding

Funds holding: 29 → 34 (+5)

2.76% more ownership

Funds ownership: 14.69% → 17.45% (+2.8%)

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
Simplify Asset Management
Nevada
+$7.28M
2
JCA
January Capital Advisors
California
+$3.84M
3
CG
Colony Group
Massachusetts
+$2.62M
4
ASN
Advisory Services Network
Georgia
+$1.43M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$955K

Top Sellers

1
Jane Street
Jane Street
New York
-$4.67M
2
PHS
Pekin Hardy Strauss
Illinois
-$3.32M
3
OMC
Old Mission Capital
Illinois
-$1.5M
4
CP
Clayton Partners
California
-$839K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$659K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$8.37M +$7.28M +167,943 New
JCA
2
January Capital Advisors
California
$5M +$3.84M +88,541 New
CG
3
Colony Group
Massachusetts
$3.46M +$2.62M +60,392 +677%
ZA
4
Zazove Associates
Nevada
$2.61M +$2.27M +52,380 New
ASN
5
Advisory Services Network
Georgia
$1.65M +$1.43M +33,062 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.46M +$103K +2,387 +9%
PHS
7
Pekin Hardy Strauss
Illinois
$1.43M -$3.32M -76,640 -73%
IA
8
IFP Advisors
Florida
$1.22M +$614K +14,162 +143%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.1M +$955K +22,022 New
WP
10
WMS Partners
Maryland
$1.03M +$390K +9,000 +77%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$880K +$77.2K +1,780 +11%
EA
12
Eudaimonia Advisors
Tennessee
$742K -$144K -3,319 -18%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$683K – – –
Citadel Advisors
14
Citadel Advisors
Florida
$607K +$528K +12,179 New
Walleye Capital
15
Walleye Capital
New York
$598K +$520K +11,997 New
Morgan Stanley
16
Morgan Stanley
New York
$456K +$65.2K +1,503 +20%
AWS
17
Atria Wealth Solutions
New York
$416K +$362K +8,343 New
UBS Group
18
UBS Group
Switzerland
$379K +$330K +7,609 New
WAM
19
Worth Asset Management
Texas
$321K +$235K +5,422 New
SC
20
Solstein Capital
California
$321K +$279K +6,441 New
WP
21
WealthSource Partners
California
$269K +$234K +5,404 New
AIM
22
Anchor Investment Management
South Carolina
$258K – – –
KA
23
Kovack Advisors
Florida
$224K -$43.4K -1,000 -18%
BW
24
Bison Wealth
Georgia
$205K +$49.2K +1,135 +38%
GTAM
25
Global Trust Asset Management
Florida
$204K +$178K +4,100 New
1
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PFIX Hedge Fund Activity: Q1 2022 in Review

34 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q1 2022, worth a combined $34.2M — up 94% from $17.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFIX positions and 11 closed out — a net gain of 5 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Simplify Asset Management, opening a new position worth an estimated $7.28M. The largest seller was Jane Street, exiting entirely with an estimated $4.67M sold.

  • 34 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q1 2022, up from 29 in Q4 2021.
  • Funds reported $34.2M of Simplify Interest Rate Hedge ETF stock for Q1 2022, up 94% quarter-over-quarter.
  • 16 funds opened new Simplify Interest Rate Hedge ETF positions in Q1 2022 and 11 closed out, a net change of +5 holders.
  • The largest Simplify Interest Rate Hedge ETF buyer in Q1 2022 was Simplify Asset Management, an estimated $7.28M added.
  • The largest Simplify Interest Rate Hedge ETF seller in Q1 2022 was Jane Street, an estimated $4.67M sold.

Based on aggregated 13F filings for Q1 2022.