Simplify Interest Rate Hedge ETF
PFIX
44 hedge funds and large institutions have $53M invested in Simplify Interest Rate Hedge ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 16 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
3.52% more ownership
Funds ownership: 31.6% → 35.13% (+3.5%)
6% more capital inflows, than outflows
Capital inflows: $26.5M | Capital outflows: $25.1M
14% less funds holding
Funds holding: 51 → 44 (-7)
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Trek Financial
Scottsdale,
Arizona
|
+$11.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.04M |
| 3 |
Hilltop Holdings
Dallas,
Texas
|
+$2.01M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.1M |
| 5 |
Jane Street
New York
|
+$934K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$9.23M |
| 2 |
Ausdal Financial Partners
Davenport,
Iowa
|
-$4.14M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.54M |
| 4 |
Advyzon Investment Management
Lisle,
Illinois
|
-$2.98M |
| 5 |
Pekin Hardy Strauss
Chicago,
Illinois
|
-$1.19M |
PFIX Hedge Fund Activity: Q4 2025 in Review
44 of the 8,296 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q4 2025, worth a combined $53M — up 1.6% from $52.2M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of PFIX and 11 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 16 added.
The largest buyer was Trek Financial, opening a new position worth an estimated $11.9M. The largest seller was Thomas J. Herzfeld Advisors, exiting entirely with an estimated $9.23M sold.
- 44 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q4 2025, down from 51 in Q3 2025.
- Funds reported $53M of Simplify Interest Rate Hedge ETF stock for Q4 2025, up 1.6% quarter-over-quarter.
- 11 funds opened new Simplify Interest Rate Hedge ETF positions in Q4 2025 and 16 closed out, a net change of -5 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q4 2025 was Trek Financial, an estimated $11.9M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q4 2025 was Thomas J. Herzfeld Advisors, an estimated $9.23M sold.
Based on aggregated 13F filings for Q4 2025.