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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

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.

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
11
Reduced
13
Closed
18
Calls
$920K
Puts
$1.44M
Net Calls
-$524K
Net Calls Change
-$8K

Top Buyers

1
Jane Street
1
Jane Street
New York
$24.7M
2
AWM
2
AE Wealth Management
Kansas
$3.66M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.29M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$2.26M
5
RG
5
Retirement Group
California
$1.08M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
TF
2
Trek Financial
Arizona
$2.13M
3
OIA
3
OneDigital Investment Advisors
Kansas
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$24.7M +$16.3M +406,523 +192%
AWM
2
AE Wealth Management
Kansas
$3.66M +$3.66M +76,974 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.45M -$359K -8,979 -13%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.29M +$2.29M +31,875 New
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.26M +$1.37M +34,128 +153%
TF
6
Trek Financial
Arizona
$2.13M -$1.79M -44,746 -46%
SAM
7
Simplify Asset Management
Nevada
$1.17M -$516K -12,905 -31%
CA
8
Cetera Advisors
Colorado
$1.17M -$361K -9,031 -24%
RG
9
Retirement Group
California
$1.08M +$1.08M +27,089 New
CF
10
Centaurus Financial
California
$846K +$552K +13,783 +187%
ZA
11
Zazove Associates
Nevada
$690K -$44K -1,100 -6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$671K -$355K -8,886 -35%
LAS
13
Lloyd Advisory Services
Georgia
$619K +$619K +15,478 New
ASN
14
Advisory Services Network
Georgia
$526K +$526K +13,148 New
SWA
15
Stratos Wealth Advisors
Ohio
$512K -$135K -3,379 -21%
Truist Financial
16
Truist Financial
North Carolina
$475K +$475K +11,875 New
Goldman Sachs
17
Goldman Sachs
New York
$417K +$269K +6,727 +182%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$285K -$607K -15,164 -68%
PFA
19
Professional Financial Advisors
Nebraska
$265K +$25.2K +630 +11%
AIM
20
Anchor Investment Management
South Carolina
$205K +$21K +525 +11%
IA
21
IFP Advisors
Florida
$202K -$128K -3,199 -39%
UBS Group
22
UBS Group
Switzerland
$158K +$107K +2,682 +213%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$141K -$3.27K -81 -2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$140K +$140K +3,497 New
TC
25
Torno Capital
Massachusetts
$140K +$140K +3,492 New
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