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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

47 hedge funds and large institutions have $50.5M invested in Simplify Interest Rate Hedge ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
12
Reduced
13
Closed
8
Calls
$311K
Puts
$483K
Net Calls
-$172K
Net Calls Change
+$28K

Top Buyers

1
Jane Street
1
Jane Street
New York
$23.1M
2
PEA
2
Park Edge Advisors
Ohio
$3.11M
3
HH
3
Hilltop Holdings
Texas
$722K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$495K
5
Citadel Advisors
5
Citadel Advisors
Florida
$444K

Top Sellers

1
TF
1
Trek Financial
Arizona
$0
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$684K
3
FS
3
Ferguson Shapiro
Georgia
$7.39M
4
Goldman Sachs
4
Goldman Sachs
New York
$435K
5
CF
5
Centaurus Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$23.1M 482,048 +482,048 New
FS
2
Ferguson Shapiro
Georgia
$7.39M 154,407 -41,531 -21%
PHS
3
Pekin Hardy Strauss
Illinois
$4.5M 94,020 +125 +0.1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.34M 69,856 +874 +1%
PEA
5
Park Edge Advisors
Ohio
$3.11M 65,003 +26,710 +70%
SWA
6
Stratos Wealth Advisors
Ohio
$814K 17,010 +220 +1%
Renaissance Technologies
7
Renaissance Technologies
New York
$727K 15,200 -2,200 -13%
HH
8
Hilltop Holdings
Texas
$722K 15,089 +15,089 New
PFA
9
Professional Financial Advisors
Nebraska
$715K 14,940 -527 -3%
IWC
10
Integrated Wealth Concepts
Massachusetts
$684K 14,298 -45,816 -76%
FGA
11
Fortis Group Advisors
New Jersey
$573K 11,976 +868 +8%
ZA
12
Zazove Associates
Nevada
$567K 11,854 -1,596 -12%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$495K 10,342 +9,828 +1,912%
IA
14
IFP Advisors
Florida
$465K 9,712 +3,444 +55%
Citadel Advisors
15
Citadel Advisors
Florida
$444K 9,270 +6,459 +230%
Goldman Sachs
16
Goldman Sachs
New York
$435K 9,100 -25,000 -73%
GEM
17
Global Endowment Management
North Carolina
$402K 8,400 – –
SA
18
Sanctuary Advisors
Indiana
$341K 6,273 +6,273 New
BAM
19
Belpointe Asset Management
Nevada
$276K 5,760 +5,760 New
FCA
20
Fortis Capital Advisors
Kansas
$276K 5,760 +5,760 New
MML Investors Services
21
MML Investors Services
Massachusetts
$253K 5,281 +5,281 New
AIM
22
Anchor Investment Management
South Carolina
$245K 5,125 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$194K 4,044 -6,725 -62%
VF
24
VitalStone Financial
Texas
$82.2K 1,717 -16,387 -91%
SAM
25
S.A. Mason
Michigan
$77.8K 1,625 +20 +1%
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