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Simplify Interest Rate Hedge ETF
PFIX

Overview Fund Activity

51 hedge funds and large institutions have $56.4M invested in Simplify Interest Rate Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+12
Holders Change %
+30.77%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
14
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HF
1
Holcombe Financial
Georgia
$4.44M
2
OMC
2
Old Mission Capital
Illinois
$1.43M
3
PHS
3
Pekin Hardy Strauss
Illinois
$1.38M
4
AIM
4
Advyzon Investment Management
Illinois
$1.1M
5
LPL Financial
5
LPL Financial
California
$886K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$452K
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
CL
5
Choreo LLC
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$22M +$562K +10,631 +3%
DHC
2
Drum Hill Capital
Connecticut
$5.83M +$27.5K +520 +0.5%
HF
3
Holcombe Financial
Georgia
$4.44M +$2.53M +47,907 +133%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.91M -$339K -6,418 -8%
Goldman Sachs
5
Goldman Sachs
New York
$1.66M -$4.98M -94,300 -75%
HH
6
Hilltop Holdings
Texas
$1.43M +$282K +5,330 +25%
OMC
7
Old Mission Capital
Illinois
$1.43M +$1.43M +27,022 New
PHS
8
Pekin Hardy Strauss
Illinois
$1.38M +$1.38M +26,185 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.34M +$215K +4,063 +19%
AAS
10
Avantax Advisory Services
Texas
$1.2M +$461K +8,719 +63%
AIM
11
Advyzon Investment Management
Illinois
$1.1M +$1.1M +20,873 New
LPL Financial
12
LPL Financial
California
$886K +$886K +16,764 New
PFA
13
Professional Financial Advisors
Nebraska
$871K +$33.9K +642 +4%
HF
14
HRT Financial
New York
$816K +$816K +15,448 New
SWA
15
Stratos Wealth Advisors
Ohio
$800K +$71K +1,344 +10%
MWM
16
Maridea Wealth Management
New York
$720K +$720K +13,622 New
NFSG
17
Newbridge Financial Services Group
Florida
$705K +$705K +13,333 New
AFG
18
Atomi Financial Group
New York
$705K +$705K +13,333 New
AFP
19
Ausdal Financial Partners
Iowa
$650K +$650K +12,299 New
MML Investors Services
20
MML Investors Services
Massachusetts
$534K -$44.3K -837 -8%
NWM
21
Napa Wealth Management
California
$477K -$109K -2,068 -19%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$459K -$76.4K -1,446 -14%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$452K -$2.63M -49,707 -85%
AIM
24
Anchor Investment Management
South Carolina
$268K -$2.64K -50 -1%
AWM
25
Avaii Wealth Management
Wisconsin
$257K +$257K +4,871 New
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