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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

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.

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

1
Jane Street
1
Jane Street
New York
$32.4M
2
NA
2
NewEdge Advisors
Louisiana
$7.48M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.25M
4
CA
4
Cetera Advisors
Colorado
$5.94M
5
ASN
5
Advisory Services Network
Georgia
$7.69M

Top Sellers

1
EA
1
Eudaimonia Advisors
Tennessee
$0
2
Walleye Capital
2
Walleye Capital
New York
$0
3
WP
3
WMS Partners
Maryland
$658K
4
Citadel Advisors
4
Citadel Advisors
Florida
$245K
5
UBS Group
5
UBS Group
Switzerland
$27K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$32.4M +$32.4M +574,268 New
SAM
2
Simplify Asset Management
Nevada
$10M +$517K +9,154 +5%
ASN
3
Advisory Services Network
Georgia
$7.69M +$5.82M +103,093 +312%
NA
4
NewEdge Advisors
Louisiana
$7.48M +$7.48M +132,537 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.25M +$7.25M +128,380 New
CA
6
Cetera Advisors
Colorado
$5.94M +$5.94M +105,116 New
CG
7
Colony Group
Massachusetts
$5.26M +$1.34M +23,787 +34%
JCA
8
January Capital Advisors
California
$5M – – –
PHS
9
Pekin Hardy Strauss
Illinois
$3.49M +$1.88M +33,241 +116%
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$3.39M +$3.39M +64,595 New
HighTower Advisors
11
HighTower Advisors
Illinois
$3.11M +$3.11M +54,961 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.98M +$1.32M +23,465 +80%
ZA
13
Zazove Associates
Nevada
$2.96M – – –
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.79M +$2.79M +49,485 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1.88M +$1.88M +33,368 New
WAM
16
Worth Asset Management
Texas
$1.67M +$1.36M +24,099 +444%
AIP
17
Almanack Investment Partners
Pennsylvania
$1.55M +$1.55M +27,500 New
AWS
18
Atria Wealth Solutions
New York
$1.46M +$987K +17,477 +209%
SWA
19
Stratos Wealth Advisors
Ohio
$1.3M +$1.3M +23,065 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.28M +$36.5K +647 +3%
EF
21
Empowered Funds
Pennsylvania
$1.22M +$1.22M +21,684 New
IA
22
IFP Advisors
Florida
$1.22M – – –
BW
23
Bison Wealth
Georgia
$995K +$763K +13,511 +329%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$904K -$92.4K -1,637 -9%
LMKC
25
L.M. Kohn & Company
Ohio
$796K +$796K +14,094 New
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