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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

43 hedge funds and large institutions have $42.7M invested in Simplify Interest Rate Hedge ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 20 closing their positions.

Holders
43
Holders Change
-7
Holders Change %
-14%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
16
Reduced
5
Closed
20
Calls
$436K
Puts
$636K
Net Calls
-$200K
Net Calls Change
+$324K

Top Buyers

1
TF
1
Trek Financial
Arizona
$13.1M
2
FS
2
Ferguson Shapiro
Georgia
$8.78M
3
PHS
3
Pekin Hardy Strauss
Illinois
$4.21M
4
PEA
4
Park Edge Advisors
Ohio
$1.72M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.53M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AWM
2
AE Wealth Management
Kansas
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
SAM
4
Simplify Asset Management
Nevada
$0
5
CA
5
Cetera Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
1
Trek Financial
Arizona
$13.1M +$10.7M +238,818 +449%
FS
2
Ferguson Shapiro
Georgia
$8.78M +$8.78M +195,938 New
PHS
3
Pekin Hardy Strauss
Illinois
$4.21M +$4.21M +93,895 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.09M +$344K +7,685 +13%
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.69M +$167K +3,717 +7%
PEA
6
Park Edge Advisors
Ohio
$1.72M +$1.72M +38,293 New
Goldman Sachs
7
Goldman Sachs
New York
$1.53M +$1.06M +23,673 +227%
CF
8
Centaurus Financial
California
$1.13M +$181K +4,040 +19%
VF
9
VitalStone Financial
Texas
$811K +$799K +17,836 +6,655%
Renaissance Technologies
10
Renaissance Technologies
New York
$780K +$780K +17,400 New
SWA
11
Stratos Wealth Advisors
Ohio
$752K +$179K +4,002 +31%
PFA
12
Professional Financial Advisors
Nebraska
$693K +$396K +8,838 +133%
ZA
13
Zazove Associates
Nevada
$603K -$170K -3,800 -22%
FGA
14
Fortis Group Advisors
New Jersey
$498K +$498K +11,108 New
Osaic Holdings
15
Osaic Holdings
Arizona
$482K +$428K +9,544 +779%
GEM
16
Global Endowment Management
North Carolina
$376K +$376K +8,400 New
IA
17
IFP Advisors
Florida
$281K +$54.1K +1,208 +24%
AIM
18
Anchor Investment Management
South Carolina
$230K – – –
MA
19
Mutual Advisors
Nebraska
$214K +$214K +4,780 New
Citadel Advisors
20
Citadel Advisors
Florida
$126K +$42.7K +954 +51%
PAG
21
Private Advisor Group
New Jersey
$122K +$122K +2,725 New
UBS Group
22
UBS Group
Switzerland
$93.3K -$83.1K -1,856 -47%
SAM
23
S.A. Mason
Michigan
$71.9K +$14.7K +327 +26%
Comerica Bank
24
Comerica Bank
Texas
$61K +$17.9K +400 +42%
SPIA
25
Steward Partners Investment Advisory
New York
$59.2K +$17.5K +391 +42%
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