We are live on ! Find out more
PFIX icon

Simplify Interest Rate Hedge ETF
PFIX

43 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.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

3.52% more ownership

Funds ownership: 31.6% → 35.12% (+3.5%)

2% more capital invested

Capital invested by funds: $52.2M → $53M (+$822K)

14% less funds holding

Funds holding: 50 → 43 (-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)

Holders
43
Holders Change
-7
Holders Change %
-14%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
11
Increased
16
Reduced
8
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
Trek Financial
Arizona
+$11.9M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.04M
3
HH
Hilltop Holdings
Texas
+$2.01M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.1M
5
Jane Street
Jane Street
New York
+$934K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$9.23M
2
AFP
Ausdal Financial Partners
Iowa
-$4.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.54M
4
AIM
Advyzon Investment Management
Illinois
-$2.98M
5
PHS
Pekin Hardy Strauss
Illinois
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1
Trek Financial
Arizona
$12M +$11.9M +250,083 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.29M +$6.04M +126,991 +190%
Jane Street
3
Jane Street
New York
$7.27M +$934K +19,636 +15%
DHC
4
Drum Hill Capital
Connecticut
$5.47M +$91.6K +1,925 +2%
HF
5
Holcombe Financial
Georgia
$4.46M +$350K +7,361 +9%
LPL Financial
6
LPL Financial
California
$2.33M +$367K +7,713 +19%
HH
7
Hilltop Holdings
Texas
$2.03M +$2.01M +42,295 New
HighTower Advisors
8
HighTower Advisors
Illinois
$1.11M +$1.1M +23,140 New
UWM
9
Urban Wealth Management
California
$1.09M +$1.09M +22,839 New
Citadel Advisors
10
Citadel Advisors
Florida
$976K +$499K +10,482 +106%
PFA
11
Professional Financial Advisors
Nebraska
$897K +$62.6K +1,316 +8%
FIG
12
FSA Investment Group
Florida
$768K +$7.71K +162 +1%
QC
13
Quadrature Capital
United Kingdom
$648K +$643K +13,514 New
MML Investors Services
14
MML Investors Services
Massachusetts
$570K +$157K +3,299 +38%
SAI
15
Savvy Advisors Inc
New York
$536K +$532K +11,192 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$478K -$3.54M -74,398 -88%
AIM
17
Anchor Investment Management
South Carolina
$442K +$197K +4,150 +82%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$421K -$6.8K -143 -2%
GEM
19
Global Endowment Management
North Carolina
$383K – – –
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$349K -$1.05M -22,020 -75%
Goldman Sachs
21
Goldman Sachs
New York
$302K +$300K +6,310 New
CA
22
Cambridge Advisors
Nebraska
$293K +$7.13K +150 +3%
CMMS
23
Comprehensive Money Management Services
Florida
$243K +$38.1K +800 +19%
LC
24
Luminist Capital
Michigan
$173K +$35.5K +747 +26%
Osaic Holdings
25
Osaic Holdings
Arizona
$161K -$424K -8,922 -73%
1
2 3

PFIX Hedge Fund Activity: Q4 2025 in Review

43 of the 8,223 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.

  • 43 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q4 2025, down from 50 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.