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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

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.

Holders
52
Holders Change
-12
Holders Change %
-18.75%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
19
Reduced
18
Closed
17
Calls
$24K
Puts
$128K
Net Calls
-$104K
Net Calls Change
-$104K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$11.2M
2
TWM
2
TMD Wealth Management
Arizona
$5.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.48M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.14M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.44M

Top Sellers

1
Jane Street
1
Jane Street
New York
$68.7M
2
KAS
2
Kestra Advisory Services
Texas
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$850K
4
CA
4
Cetera Advisors
Colorado
$3.09M
5
PHS
5
Pekin Hardy Strauss
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$68.7M -$98.5M -1,615,549 -59%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$11.2M +$7.43M +114,376 +196%
ASN
3
Advisory Services Network
Georgia
$9.1M +$1.08M +17,765 +14%
TWM
4
TMD Wealth Management
Arizona
$5.5M +$3.45M +56,559 +168%
CG
5
Colony Group
Massachusetts
$5.32M -$1.14M -18,685 -18%
SAM
6
Simplify Asset Management
Nevada
$4.86M +$1.18M +19,366 +32%
IWC
7
Integrated Wealth Concepts
Massachusetts
$3.2M +$255K +4,188 +9%
ZA
8
Zazove Associates
Nevada
$3.19M – – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.14M +$2.43M +39,932 +346%
CA
10
Cetera Advisors
Colorado
$3.09M -$4.83M -79,301 -61%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.48M +$2.48M +40,660 New
Goldman Sachs
12
Goldman Sachs
New York
$2.44M +$2.17M +35,680 +811%
IA
13
IFP Advisors
Florida
$2.14M +$1.04M +20,774 +95%
VF
14
Vista Finance
Missouri
$1.78M -$379K -6,215 -18%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.73M +$851K +13,965 +97%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.04M -$1.03M -16,870 -50%
Walleye Capital
17
Walleye Capital
New York
$1.03M +$673K +11,049 +191%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$901K -$1.54M -25,199 -63%
TIM
19
Triad Investment Management
California
$879K +$214K +3,503 +32%
HighTower Advisors
20
HighTower Advisors
Illinois
$850K -$5.6M -92,092 -87%
SWA
21
Stratos Wealth Advisors
Ohio
$783K +$15.4K +253 +2%
Citadel Advisors
22
Citadel Advisors
Florida
$747K +$747K +12,253 New
SEA
23
Stegent Equity Advisors
Texas
$701K -$576K -9,451 -45%
OIA
24
OneDigital Investment Advisors
Kansas
$654K +$131K +2,155 +25%
WAM
25
Worth Asset Management
Texas
$654K -$679K -11,133 -51%
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