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Simplify Interest Rate Hedge ETF

58 hedge funds and large institutions have $139M invested in Simplify Interest Rate Hedge ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
16
Reduced
19
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$59.2M +$20M +293,618 +51%
ASN
2
Advisory Services Network
Georgia
$8.96M -$325K -4,764 -3%
CA
3
Cetera Advisors
Colorado
$7.99M +$822K +12,056 +11%
CG
4
Colony Group
Massachusetts
$6.73M +$379K +5,563 +6%
TF
5
Trek Financial
Arizona
$6.21M +$6.21M +91,081 New
SAM
6
Simplify Asset Management
Nevada
$5.59M -$6.48M -95,092 -54%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$4.36M +$248K +3,901 +6%
IWC
8
Integrated Wealth Concepts
Massachusetts
$3.84M +$463K +6,788 +14%
ZA
9
Zazove Associates
Nevada
$3.57M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.97M +$1.43M +20,950 +92%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.41M -$1.2M -17,528 -33%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.2M +$2.15M +31,510 +4,501%
AWS
13
Atria Wealth Solutions
New York
$1.76M -$3.68K -54 -0.2%
AWM
14
AE Wealth Management
Kansas
$1.52M +$1.52M +22,324 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.48M +$387K +5,681 +35%
SI
16
Stephens Inc
Arkansas
$1.45M +$1.45M +21,186 New
SWA
17
Stratos Wealth Advisors
Ohio
$1.27M -$306K -4,484 -19%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.21M +$613K +8,990 +103%
WAM
19
Worth Asset Management
Texas
$1.18M -$837K -12,266 -42%
IA
20
IFP Advisors
Florida
$1.12M -$110K -2,161 -9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.07M -$7.69M -112,708 -88%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.06M -$1.22M -17,830 -53%
CAN
23
Claraphi Advisory Network
United States
$923K +$923K +13,532 New
SW
24
SteelPeak Wealth
California
$852K +$852K +12,498 New
TIM
25
Triad Investment Management
California
$780K +$780K +11,434 New