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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

48 hedge funds and large institutions have $69.9M invested in Simplify Interest Rate Hedge ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 12 closing their positions.

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
23
Increased
10
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.06M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$2.78M
4
CL
4
Choreo LLC
Illinois
$673K
5
NWM
5
Napa Wealth Management
California
$617K

Top Sellers

1
FS
1
Ferguson Shapiro
Georgia
$531K
2
TF
2
Trek Financial
Arizona
$0
3
Jane Street
3
Jane Street
New York
$9.91M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
AFG
5
Altiora Financial Group
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$24.3M +$20.9M +398,647 +605%
Jane Street
2
Jane Street
New York
$9.91M -$4.28M -81,741 -30%
DHC
3
Drum Hill Capital
Connecticut
$5.76M +$5.76M +109,968 New
PHS
4
Pekin Hardy Strauss
Illinois
$5.64M +$37.3K +712 +0.7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.21M +$378K +7,217 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.06M +$3.06M +58,457 New
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$2.78M +$2.78M +53,202 New
HF
8
Holcombe Financial
Georgia
$1.91M +$1.91M +36,516 New
GVCM
9
Global View Capital Management
Wisconsin
$1.32M +$1.32M +25,330 New
MWM
10
Maridea Wealth Management
New York
$1M +$1M +19,157 New
SWA
11
Stratos Wealth Advisors
Ohio
$973K +$64K +1,222 +7%
HH
12
Hilltop Holdings
Texas
$908K +$105K +1,998 +13%
PEA
13
Park Edge Advisors
Ohio
$881K +$189K +3,609 +27%
PFA
14
Professional Financial Advisors
Nebraska
$858K +$35.6K +680 +4%
CL
15
Choreo LLC
Illinois
$673K +$673K +12,878 New
NWM
16
Napa Wealth Management
California
$617K +$617K +11,789 New
IWC
17
Integrated Wealth Concepts
Massachusetts
$597K +$42.9K +820 +8%
FS
18
Ferguson Shapiro
Georgia
$531K -$7.69M -146,878 -94%
HighTower Advisors
19
HighTower Advisors
Illinois
$468K +$468K +8,934 New
PWM
20
Perigon Wealth Management
California
$399K +$399K +7,370 New
MML Investors Services
21
MML Investors Services
Massachusetts
$379K +$379K +7,245 New
GEM
22
Global Endowment Management
North Carolina
$366K -$131K -2,500 -26%
OMC
23
Old Mission Capital
Illinois
$358K -$179K -3,411 -33%
BAM
24
Belpointe Asset Management
Nevada
$274K +$274K +6,470 New
FCA
25
Fortis Capital Advisors
Kansas
$274K +$274K +6,470 New
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