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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

64 hedge funds and large institutions have $296M invested in Simplify Interest Rate Hedge ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 17 closing their positions.

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
17
Reduced
16
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$196M
2
KAS
2
Kestra Advisory Services
Texas
$9.27M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.6M
4
PHS
4
Pekin Hardy Strauss
Illinois
$4.35M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$4.18M

Top Sellers

1
TF
1
Trek Financial
Arizona
$0
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$29.9K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.24M
4
SAM
4
Simplify Asset Management
Nevada
$4.32M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$196M 2,742,712 +1,874,826 +216%
ASN
2
Advisory Services Network
Georgia
$9.42M 131,500 +109 +0.1%
CA
3
Cetera Advisors
Colorado
$9.31M 130,025 +12,853 +11%
KAS
4
Kestra Advisory Services
Texas
$9.27M 129,416 +129,416 New
HighTower Advisors
5
HighTower Advisors
Illinois
$7.6M 106,068 +106,068 New
CG
6
Colony Group
Massachusetts
$7.59M 105,964 +7,297 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.89M 68,343 +46,639 +215%
PHS
8
Pekin Hardy Strauss
Illinois
$4.35M 60,790 +60,790 New
SAM
9
Simplify Asset Management
Nevada
$4.32M 60,290 -21,715 -26%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$4.18M 58,291 +58,291 New
ZA
11
Zazove Associates
Nevada
$3.75M 52,380 – –
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.46M 48,367 -7,906 -14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.86M 39,975 +4,657 +13%
VF
14
Vista Finance
Missouri
$2.54M 35,474 +35,474 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.43M 33,993 +25,828 +316%
TWM
16
TMD Wealth Management
Arizona
$2.42M 33,744 +33,744 New
MML Investors Services
17
MML Investors Services
Massachusetts
$1.73M 24,148 +8,610 +55%
WAM
18
Worth Asset Management
Texas
$1.57M 21,862 +4,607 +27%
SEA
19
Stegent Equity Advisors
Texas
$1.5M 20,959 +20,959 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.24M 17,364 -26,255 -60%
II
21
Ibex Investors
Colorado
$1.2M 16,750 +16,750 New
IA
22
IFP Advisors
Florida
$1.11M 21,925 +22 +0.1%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.03M 14,367 -17,843 -55%
MWM
24
Moulton Wealth Management
Washington
$936K 14,890 +14,890 New
SWA
25
Stratos Wealth Advisors
Ohio
$902K 12,597 -5,984 -32%
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