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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

39 hedge funds and large institutions have $51.8M invested in Simplify Interest Rate Hedge ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-9
Holders Change %
-18.75%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
4
Reduced
17
Closed
18
Calls
$87K
Puts
$48K
Net Calls
+$39K
Net Calls Change
+$39K

Top Buyers

1
Jane Street
1
Jane Street
New York
$19.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.11M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.03M
4
AAS
4
Avantax Advisory Services
Texas
$674K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$491K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.09M
2
PHS
2
Pekin Hardy Strauss
Illinois
$0
3
GVCM
3
Global View Capital Management
Wisconsin
$0
4
MWM
4
Maridea Wealth Management
New York
$0
5
PEA
5
Park Edge Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$19.7M +$10.5M +216,875 +115%
Goldman Sachs
2
Goldman Sachs
New York
$6.09M -$16.4M -338,820 -73%
DHC
3
Drum Hill Capital
Connecticut
$5.32M -$8.14K -168 -0.2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.9M -$1.94K -40 -0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.82M -$9.16K -189 -0.3%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$2.51M -$69.7K -1,438 -3%
HF
7
Holcombe Financial
Georgia
$1.75M -$22.2K -459 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.11M +$1.11M +22,966 New
HH
9
Hilltop Holdings
Texas
$1.05M +$213K +4,387 +25%
Citadel Advisors
10
Citadel Advisors
Florida
$1.03M +$1.03M +21,229 New
PFA
11
Professional Financial Advisors
Nebraska
$768K -$26.3K -543 -3%
AAS
12
Avantax Advisory Services
Texas
$674K +$674K +13,904 New
SWA
13
Stratos Wealth Advisors
Ohio
$668K -$232K -4,797 -26%
NWM
14
Napa Wealth Management
California
$537K -$33.9K -700 -6%
MML Investors Services
15
MML Investors Services
Massachusetts
$530K +$179K +3,691 +51%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$491K +$491K +10,126 New
CL
17
Choreo LLC
Illinois
$456K -$168K -3,459 -27%
Osaic Holdings
18
Osaic Holdings
Arizona
$439K +$369K +7,609 +523%
FS
19
Ferguson Shapiro
Georgia
$370K -$122K -2,526 -25%
GEM
20
Global Endowment Management
North Carolina
$291K -$48.5K -1,000 -14%
JHC
21
J. Hagan Capital
Kentucky
$283K +$283K +5,411 New
AIM
22
Anchor Investment Management
South Carolina
$248K – – –
CMMS
23
Comprehensive Money Management Services
Florida
$201K +$201K +4,140 New
LC
24
Luminist Capital
Michigan
$173K -$15.1K -317 -8%
CWM
25
Copia Wealth Management
Oregon
$107K +$107K +2,210 New
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