Simplify Interest Rate Hedge ETF
PFIX
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.
9% less funds holding
Funds holding: 55 → 50 (-5)
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
28.46% less ownership
Funds ownership: 63.93% → 35.47% (-28%)
41% less capital invested
Capital invested by funds: $137M → $81.3M (-$56.2M)
62% less call options, than puts
Call options by funds: $315K | Put options by funds: $831K
74% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 27
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$7.16M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$4.68M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$676K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$560K |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$75.7M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$8.35M |
| 3 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
-$4.02M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.28M |
| 5 |
ZA
Zazove Associates
Incline Village,
Nevada
|
-$2.59M |
PFIX Hedge Fund Activity: Q3 2023 in Review
50 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q3 2023, worth a combined $81.3M — down 41% from $137M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of PFIX and 13 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 7 added.
The largest buyer was Trek Financial, adding an estimated $7.16M. The largest seller was Jane Street, cutting an estimated $75.7M.
- 50 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q3 2023, down from 55 in Q2 2023.
- Funds reported $81.3M of Simplify Interest Rate Hedge ETF stock for Q3 2023, down 41% quarter-over-quarter.
- 13 funds opened new Simplify Interest Rate Hedge ETF positions in Q3 2023 and 18 closed out, a net change of -5 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q3 2023 was Trek Financial, an estimated $7.16M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q3 2023 was Jane Street, an estimated $75.7M sold.
Based on aggregated 13F filings for Q3 2023.