Simplify Interest Rate Hedge ETF
PFIX
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.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
6% more funds holding
Funds holding: 52 → 55 (+3)
3.88% more ownership
Funds ownership: 60.05% → 63.93% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $141M → $137M (-$3.28M)
29% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 21
96% less call options, than puts
Call options by funds: $19K | Put options by funds: $534K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$8.52M |
| 2 |
Jane Street
New York
|
+$5.18M |
| 3 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
+$4.11M |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
+$786K |
| 5 |
FCA
Fortis Capital Advisors
Prairie Village,
Kansas
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$9.1M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$7.76M |
| 3 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$5.5M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.87M |
| 5 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$1.71M |
PFIX Hedge Fund Activity: Q2 2023 in Review
55 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q2 2023, worth a combined $137M — down 2.3% from $141M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PFIX positions and 9 closed out — a net gain of 3 holders — while 15 added to existing stakes and 21 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $8.52M. The largest seller was Advisory Services Network, exiting entirely with an estimated $9.1M sold.
- 55 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q2 2023, up from 52 in Q1 2023.
- Funds reported $137M of Simplify Interest Rate Hedge ETF stock for Q2 2023, down 2.3% quarter-over-quarter.
- 12 funds opened new Simplify Interest Rate Hedge ETF positions in Q2 2023 and 9 closed out, a net change of +3 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q2 2023 was NewEdge Advisors, an estimated $8.52M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q2 2023 was Advisory Services Network, an estimated $9.1M sold.
Based on aggregated 13F filings for Q2 2023.