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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

38 hedge funds and large institutions have $42.7M invested in Simplify Interest Rate Hedge ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 16 closing their positions.

Holders
38
Holders Change
-9
Holders Change %
-19.15%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
8
Reduced
13
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
Trek Financial
Arizona
$5.82M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.69M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.71M
4
AFG
4
Altiora Financial Group
Ohio
$912K
5
PHS
5
Pekin Hardy Strauss
Illinois
$4.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$11.1M
2
PEA
2
Park Edge Advisors
Ohio
$544K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
FGA
4
Fortis Group Advisors
New Jersey
$0
5
ZA
5
Zazove Associates
Nevada
$24.8K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$11.1M 271,088 -210,960 -44%
FS
2
Ferguson Shapiro
Georgia
$6.46M 157,030 +2,623 +2%
TF
3
Trek Financial
Arizona
$5.82M 141,583 +141,583 New
PHS
4
Pekin Hardy Strauss
Illinois
$4.4M 106,993 +12,973 +14%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.69M 88,500 +88,500 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.01M 73,278 +3,422 +5%
Goldman Sachs
7
Goldman Sachs
New York
$2.71M 65,873 +56,773 +624%
AFG
8
Altiora Financial Group
Ohio
$912K 22,183 +22,183 New
SWA
9
Stratos Wealth Advisors
Ohio
$714K 17,364 +354 +2%
PFA
10
Professional Financial Advisors
Nebraska
$646K 15,707 +767 +5%
HH
11
Hilltop Holdings
Texas
$631K 15,355 +266 +2%
PEA
12
Park Edge Advisors
Ohio
$544K 13,221 -51,782 -80%
IWC
13
Integrated Wealth Concepts
Massachusetts
$435K 10,584 -3,714 -26%
OMC
14
Old Mission Capital
Illinois
$421K 10,250 +10,250 New
GEM
15
Global Endowment Management
North Carolina
$391K 9,500 +1,100 +13%
GS
16
GTS Securities
New York
$221K 5,386 +5,386 New
AIM
17
Anchor Investment Management
South Carolina
$211K 5,125 – –
SAM
18
S.A. Mason
Michigan
$66.8K 1,625 – –
Osaic Holdings
19
Osaic Holdings
Arizona
$55K 1,337 -2,707 -67%
SPIA
20
Steward Partners Investment Advisory
New York
$52.1K 1,266 -39 -3%
IA
21
IFP Advisors
Florida
$46.3K 1,125 -8,587 -88%
FDCP
22
Foster Dykema Cabot & Partners
Massachusetts
$26.8K 652 +652 New
CA
23
CoreCap Advisors
Michigan
$25.8K 627 – –
ZA
24
Zazove Associates
Nevada
$24.8K 604 -11,250 -95%
Simplex Trading
25
Simplex Trading
Illinois
$15K 387 -493 -56%
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