Simplify Interest Rate Hedge ETF
PFIX
PFIX
50 hedge funds and large institutions have $47.6M invested in Simplify Interest Rate Hedge ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
36% less call options, than puts
Call options by funds: $920K | Put options by funds: $1.44M
41% less capital invested
Capital invested by funds: $81.3M → $47.6M (-$33.7M)
Holders
50
Holding in Top 10
–
Calls
$920K
Puts
$1.44M
Top Buyers
| 1 | +$16.3M | |
| 2 | +$3.66M | |
| 3 | +$2.29M | |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.37M |
| 5 |
RG
Retirement Group
San Diego,
California
|
+$1.08M |
Top Sellers
| 1 | -$7.03M | |
| 2 | -$1.79M | |
| 3 | -$1.41M | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.26M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$849K |