Simplify Interest Rate Hedge ETF
PFIX
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 10 closing their positions.
210% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 10
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
47% more funds holding
Funds holding: 43 → 63 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$11M |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$8.71M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$5.38M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.05M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$11.2M |
| 2 |
Jane Street
New York
|
-$7.27M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.67M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.03M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$976K |
PFIX Hedge Fund Activity: Q1 2026 in Review
63 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Simplify Interest Rate Hedge ETF (PFIX) for Q1 2026, worth a combined $76.2M — up 44% from $53M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new PFIX positions and 10 closed out — a net gain of 21 holders — while 18 added to existing stakes and 8 trimmed.
The largest buyer was Tidal Investments, opening a new position worth an estimated $11M. The largest seller was Trek Financial, cutting an estimated $11.2M.
- 63 institutional investors held Simplify Interest Rate Hedge ETF (PFIX) as of Q1 2026, up from 43 in Q4 2025.
- Funds reported $76.2M of Simplify Interest Rate Hedge ETF stock for Q1 2026, up 44% quarter-over-quarter.
- 31 funds opened new Simplify Interest Rate Hedge ETF positions in Q1 2026 and 10 closed out, a net change of +21 holders.
- The largest Simplify Interest Rate Hedge ETF buyer in Q1 2026 was Tidal Investments, an estimated $11M added.
- The largest Simplify Interest Rate Hedge ETF seller in Q1 2026 was Trek Financial, an estimated $11.2M sold.
Based on aggregated 13F filings for Q1 2026.