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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

55 hedge funds and large institutions have $137M invested in Simplify Interest Rate Hedge ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
15
Reduced
21
Closed
9
Calls
$19K
Puts
$534K
Net Calls
-$515K
Net Calls Change
-$411K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$8.35M
2
Jane Street
2
Jane Street
New York
$75.8M
3
FGA
3
Fortis Group Advisors
New Jersey
$4.02M
4
JIR
4
James Investment Research
Ohio
$770K
5
FCA
5
Fortis Capital Advisors
Kansas
$559K

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.28M
3
TWM
3
TMD Wealth Management
Arizona
$0
4
IA
4
IFP Advisors
Florida
$852K
5
SAM
5
Simplify Asset Management
Nevada
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$75.8M +$5.08M +80,938 +7%
NA
2
NewEdge Advisors
Louisiana
$8.35M +$8.35M +133,077 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.4M +$99.1K +1,578 +2%
CG
4
Colony Group
Massachusetts
$4.62M -$860K -13,706 -16%
FGA
5
Fortis Group Advisors
New Jersey
$4.02M +$4.02M +64,102 New
SAM
6
Simplify Asset Management
Nevada
$3.32M -$1.68M -26,773 -34%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.31M +$77.4K +1,233 +2%
ZA
8
Zazove Associates
Nevada
$3.29M – – –
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$3.28M -$7.72M -121,139 -70%
CA
10
Cetera Advisors
Colorado
$2.56M -$627K -9,990 -20%
Goldman Sachs
11
Goldman Sachs
New York
$2.24M -$277K -4,406 -11%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.04M -$509K -8,100 -20%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.83M +$56.1K +894 +3%
IWC
14
Integrated Wealth Concepts
Massachusetts
$1.83M -$1.47M -23,355 -44%
VF
15
Vista Finance
Missouri
$1.8M -$34.8K -554 -2%
TIM
16
Triad Investment Management
California
$903K -$2.2K -35 -0.2%
SWA
17
Stratos Wealth Advisors
Ohio
$888K +$81.6K +1,299 +10%
OIA
18
OneDigital Investment Advisors
Kansas
$881K +$207K +3,297 +31%
IA
19
IFP Advisors
Florida
$852K -$1.83M -29,125 -68%
JIR
20
James Investment Research
Ohio
$770K +$770K +12,267 New
HighTower Advisors
21
HighTower Advisors
Illinois
$765K -$111K -1,765 -13%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$618K +$8.85K +141 +1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$600K -$2.7K -43 -0.4%
BAM
24
Belpointe Asset Management
Nevada
$559K +$452K +7,198 +421%
FCA
25
Fortis Capital Advisors
Kansas
$559K +$559K +8,907 New
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