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Simplify Interest Rate Hedge ETF
PFIX

52 hedge funds and large institutions have $56.9M invested in Simplify Interest Rate Hedge ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

33% more funds holding

Funds holding: 39 → 52 (+13)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

10% more capital invested

Capital invested by funds: $51.8M → $56.9M (+$5.16M)

0.07% more ownership

Funds ownership: 37.07% → 37.14% (+0.07%)

Holders
52
Holders Change
+13
Holders Change %
+33.33%
% 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
18
Increased
15
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HF
Holcombe Financial
Georgia
+$2.68M
2
OMC
Old Mission Capital
Illinois
+$1.51M
3
PHS
Pekin Hardy Strauss
Illinois
+$1.47M
4
AIM
Advyzon Investment Management
Illinois
+$1.17M
5
LPL Financial
LPL Financial
California
+$938K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$5.28M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.78M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.51M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.11M
5
CL
Choreo LLC
Illinois
-$456K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$22M +$595K +10,631 +3%
DHC
2
Drum Hill Capital
Connecticut
$5.83M +$29.1K +520 +0.5%
HF
3
Holcombe Financial
Georgia
$4.44M +$2.68M +47,907 +133%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.91M -$359K -6,418 -8%
Goldman Sachs
5
Goldman Sachs
New York
$1.66M -$5.28M -94,300 -75%
HH
6
Hilltop Holdings
Texas
$1.43M +$298K +5,330 +25%
OMC
7
Old Mission Capital
Illinois
$1.43M +$1.51M +27,022 New
PHS
8
Pekin Hardy Strauss
Illinois
$1.38M +$1.47M +26,185 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.34M +$227K +4,063 +19%
AAS
10
Avantax Advisory Services
Texas
$1.2M +$488K +8,719 +63%
AIM
11
Advyzon Investment Management
Illinois
$1.1M +$1.17M +20,873 New
LPL Financial
12
LPL Financial
California
$886K +$938K +16,764 New
PFA
13
Professional Financial Advisors
Nebraska
$871K +$35.9K +642 +4%
HF
14
HRT Financial
New York
$816K +$864K +15,448 New
SWA
15
Stratos Wealth Advisors
Ohio
$800K +$75.2K +1,344 +10%
MWM
16
Maridea Wealth Management
New York
$720K +$762K +13,622 New
AFG
17
Atomi Financial Group
New York
$705K +$746K +13,333 New
NFSG
18
Newbridge Financial Services Group
Florida
$705K +$746K +13,333 New
AFP
19
Ausdal Financial Partners
Iowa
$650K +$688K +12,299 New
Osaic Holdings
20
Osaic Holdings
Arizona
$594K +$121K +2,170 +24%
MML Investors Services
21
MML Investors Services
Massachusetts
$534K -$46.8K -837 -8%
NWM
22
Napa Wealth Management
California
$477K -$116K -2,068 -19%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$459K -$80.9K -1,446 -14%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$452K -$2.78M -49,707 -85%
AIM
25
Anchor Investment Management
South Carolina
$268K -$2.8K -50 -1%
1
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PFIX Hedge Fund Activity: Q2 2025 in Review

52 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q2 2025, worth a combined $56.9M — up 10% from $51.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PFIX positions and 5 closed out — a net gain of 13 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Holcombe Financial, adding an estimated $2.68M. The largest seller was Goldman Sachs, cutting an estimated $5.28M.

  • 52 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q2 2025, up from 39 in Q1 2025.
  • Funds reported $56.9M of Simplify Interest Rate Hedge ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 18 funds opened new Simplify Interest Rate Hedge ETF positions in Q2 2025 and 5 closed out, a net change of +13 holders.
  • The largest Simplify Interest Rate Hedge ETF buyer in Q2 2025 was Holcombe Financial, an estimated $2.68M added.
  • The largest Simplify Interest Rate Hedge ETF seller in Q2 2025 was Goldman Sachs, an estimated $5.28M sold.

Based on aggregated 13F filings for Q2 2025.