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Simplify Interest Rate Hedge ETF
PFIX

64 hedge funds and large institutions have $123M invested in Simplify Interest Rate Hedge ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

261% more capital invested

Capital invested by funds: $34.2M → $123M (+$89.2M)

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

88% more funds holding

Funds holding: 34 → 64 (+30)

24.07% more ownership

Funds ownership: 17.45% → 41.53% (+24%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
64
Holders Change
+30
Holders Change %
+88.24%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
12
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$32.7M
2
NA
NewEdge Advisors
Louisiana
+$7.56M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.32M
4
CA
Cetera Advisors
Colorado
+$5.99M
5
ASN
Advisory Services Network
Georgia
+$5.88M

Top Sellers

Rank Fund Capital Flow
1
EA
Eudaimonia Advisors
Tennessee
-$742K
2
Walleye Capital
Walleye Capital
New York
-$598K
3
WP
WMS Partners
Maryland
-$519K
4
Citadel Advisors
Citadel Advisors
Florida
-$447K
5
UBS Group
UBS Group
Switzerland
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$32.4M +$32.7M +574,268 New
SAM
2
Simplify Asset Management
Nevada
$10M +$522K +9,154 +5%
ASN
3
Advisory Services Network
Georgia
$7.69M +$5.88M +103,093 +312%
NA
4
NewEdge Advisors
Louisiana
$7.48M +$7.56M +132,537 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.25M +$7.32M +128,380 New
CA
6
Cetera Advisors
Colorado
$5.94M +$5.99M +105,116 New
CG
7
Colony Group
Massachusetts
$5.26M +$1.36M +23,787 +34%
JCA
8
January Capital Advisors
California
$5M – – –
PHS
9
Pekin Hardy Strauss
Illinois
$3.49M +$1.9M +33,241 +116%
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$3.39M +$3.68M +64,595 New
HighTower Advisors
11
HighTower Advisors
Illinois
$3.11M +$3.13M +54,961 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.98M +$1.34M +23,465 +80%
ZA
13
Zazove Associates
Nevada
$2.96M – – –
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.79M +$2.82M +49,485 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1.88M +$1.9M +33,368 New
WAM
16
Worth Asset Management
Texas
$1.67M +$1.37M +24,099 +444%
AIP
17
Almanack Investment Partners
Pennsylvania
$1.55M +$1.57M +27,500 New
AWS
18
Atria Wealth Solutions
New York
$1.46M +$997K +17,477 +209%
SWA
19
Stratos Wealth Advisors
Ohio
$1.3M +$1.32M +23,065 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.28M +$36.9K +647 +3%
EF
21
Empowered Funds
Pennsylvania
$1.22M +$1.24M +21,684 New
IA
22
IFP Advisors
Florida
$1.22M – – –
BW
23
Bison Wealth
Georgia
$995K +$770K +13,511 +329%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$904K -$93.3K -1,637 -9%
LMKC
25
L.M. Kohn & Company
Ohio
$796K +$804K +14,094 New
1
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PFIX Hedge Fund Activity: Q2 2022 in Review

64 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q2 2022, worth a combined $123M — up 261% from $34.2M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PFIX positions and 7 closed out — a net gain of 30 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $32.7M. The largest seller was Eudaimonia Advisors, exiting entirely with an estimated $742K sold.

  • 64 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q2 2022, up from 34 in Q1 2022.
  • Funds reported $123M of Simplify Interest Rate Hedge ETF stock for Q2 2022, up 261% quarter-over-quarter.
  • 37 funds opened new Simplify Interest Rate Hedge ETF positions in Q2 2022 and 7 closed out, a net change of +30 holders.
  • The largest Simplify Interest Rate Hedge ETF buyer in Q2 2022 was Jane Street, an estimated $32.7M added.
  • The largest Simplify Interest Rate Hedge ETF seller in Q2 2022 was Eudaimonia Advisors, an estimated $742K sold.

Based on aggregated 13F filings for Q2 2022.