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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

50 hedge funds and large institutions have $81.3M invested in Simplify Interest Rate Hedge ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
7
Reduced
27
Closed
18
Calls
$315K
Puts
$831K
Net Calls
-$516K
Net Calls Change
-$1K

Top Buyers

1
TF
1
Trek Financial
Arizona
$9.35M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$7.03M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$849K
4
CF
4
Centaurus Financial
California
$703K
5
PFA
5
Professional Financial Advisors
Nebraska
$573K

Top Sellers

1
Jane Street
1
Jane Street
New York
$20.3M
2
NA
2
NewEdge Advisors
Louisiana
$0
3
FGA
3
Fortis Group Advisors
New Jersey
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
ZA
5
Zazove Associates
Nevada
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$20.3M -$95.1M -995,908 -82%
TF
2
Trek Financial
Arizona
$9.35M +$9M +94,204 +2,518%
HighTower Advisors
3
HighTower Advisors
Illinois
$7.03M +$5.87M +61,509 +504%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.71M -$1.51M -15,760 -18%
CG
5
Colony Group
Massachusetts
$6.59M -$434K -4,544 -6%
SAM
6
Simplify Asset Management
Nevada
$4.04M -$1.02M -10,633 -20%
CA
7
Cetera Advisors
Colorado
$3.66M -$228K -2,385 -6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.45M -$658K -6,894 -21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.13M -$2.91M -30,432 -58%
IWC
10
Integrated Wealth Concepts
Massachusetts
$2.13M -$662K -6,931 -24%
ZA
11
Zazove Associates
Nevada
$1.75M -$3.25M -34,030 -65%
SWA
12
Stratos Wealth Advisors
Ohio
$1.54M +$193K +2,018 +14%
OIA
13
OneDigital Investment Advisors
Kansas
$1.41M +$71K +743 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.26M +$351K +3,670 +38%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.24M -$1.55M -16,235 -56%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$849K +$849K +8,890 New
IA
17
IFP Advisors
Florida
$789K -$508K -5,315 -39%
CF
18
Centaurus Financial
California
$703K +$703K +7,359 New
Walleye Capital
19
Walleye Capital
New York
$691K -$33.3K -349 -5%
Citadel Advisors
20
Citadel Advisors
Florida
$659K -$89.2K -934 -12%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$640K -$300K -3,139 -32%
PFA
22
Professional Financial Advisors
Nebraska
$573K +$573K +5,999 New
Renaissance Technologies
23
Renaissance Technologies
New York
$466K +$72.6K +759 +18%
WAM
24
Worth Asset Management
Texas
$452K -$150K -1,567 -25%
AIM
25
Anchor Investment Management
South Carolina
$439K – – –
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