Simplify Interest Rate Hedge ETF
PFIX
52 hedge funds and large institutions have $141M invested in Simplify Interest Rate Hedge ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 17 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
16.97% less ownership
Funds ownership: 77.03% → 60.05% (-17%)
19% less funds holding
Funds holding: 64 → 52 (-12)
52% less capital invested
Capital invested by funds: $296M → $141M (-$155M)
59% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 17
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
81% less call options, than puts
Call options by funds: $24K | Put options by funds: $128K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$7.24M |
| 2 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$3.58M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.57M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.53M |
| 5 |
Goldman Sachs
New York
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$102M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$9.27M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$5.83M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$5.02M |
| 5 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$4.35M |
PFIX Hedge Fund Activity: Q1 2023 in Review
52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q1 2023, worth a combined $141M — down 52% from $296M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of PFIX and 7 opened new positions — a net loss of 10 holders — while 18 trimmed existing stakes and 19 added.
The largest buyer was Bank of Montreal, adding an estimated $7.24M. The largest seller was Jane Street, cutting an estimated $102M.
- 52 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q1 2023, down from 64 in Q4 2022.
- Funds reported $141M of Simplify Interest Rate Hedge ETF stock for Q1 2023, down 52% quarter-over-quarter.
- 7 funds opened new Simplify Interest Rate Hedge ETF positions in Q1 2023 and 17 closed out, a net change of -10 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q1 2023 was Bank of Montreal, an estimated $7.24M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q1 2023 was Jane Street, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2023.