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Simplify Interest Rate Hedge ETF

63 hedge funds and large institutions have $76.2M invested in Simplify Interest Rate Hedge ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

47% more funds holding

Funds holding: 4363 (+20)

44% more capital invested

Capital invested by funds: $53M → $76.2M (+$23.2M)

10.38% more ownership

Funds ownership: 35.12%45.5% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
63
Holders Change
+20
Holders Change %
+46.51%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
18
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$11.2M +$11M +241,598 New
PA
2
PFG Advisors
Arizona
$8.81M +$8.71M +190,575 New
LPL Financial
3
LPL Financial
California
$7.35M +$5.05M +110,479 +228%
DHC
4
Drum Hill Capital
Connecticut
$6.64M +$1.35M +29,592 +26%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$5.43M +$5.38M +117,701 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.06M +$4.55M +99,563 +998%
Goldman Sachs
7
Goldman Sachs
New York
$4.62M +$4.28M +93,690 +1,485%
HF
8
Holcombe Financial
Georgia
$4.6M +$293K +6,406 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.22M -$5.67M -124,191 -64%
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$1.51M +$1.49M +32,600 New
BAM
11
Belpointe Asset Management
Nevada
$1.47M +$1.46M +31,894 New
PHS
12
Pekin Hardy Strauss
Illinois
$1.25M +$1.23M +27,015 New
FCA
13
Fortis Capital Advisors
Kansas
$1.13M +$1.12M +24,520 New
HighTower Advisors
14
HighTower Advisors
Illinois
$1.13M +$59.9K +1,311 +6%
CRC
15
Catawba River Capital
South Carolina
$1.02M +$1.03M +22,434 New
FIG
16
FSA Investment Group
Florida
$1M +$256K +5,601 +35%
OMC
17
Old Mission Capital
Illinois
$965K +$954K +20,873 New
AIM
18
Anchor Investment Management
South Carolina
$945K +$513K +11,220 +122%
HH
19
Hilltop Holdings
Texas
$910K -$1.03M -22,620 -53%
HF
20
HRT Financial
New York
$840K +$830K +18,172 New
CH
21
CVS Health
Rhode Island
$670K +$663K +14,500 New
BRWA
22
B. Riley Wealth Advisors
Florida
$604K +$574K +12,551 New
UWM
23
Urban Wealth Management
California
$598K -$453K -9,912 -43%
CL
24
Choreo LLC
Illinois
$531K +$525K +11,485 New
MML Investors Services
25
MML Investors Services
Massachusetts
$518K -$31.9K -698 -6%