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Simplify Interest Rate Hedge ETF (PFIX) Institutional Ownership

Simplify Interest Rate Hedge ETF logo
$48.97
-1.03 (-2.06%)
(As of 12:24 PM ET)
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Institutional Ownership Changes (13F Filings) for Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$24.33M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$6.28M
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PFIX Institutional Buying and Selling by Quarter

Simplify Interest Rate Hedge ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2024 Park Edge Advisors LLC13,221$544K0.2%-79.7%0.436%
10/18/2024Stratos Wealth Advisors LLC17,364$714K0.0%+2.1%0.573%
10/10/2024 Professional Financial Advisors LLC15,707$646K0.2%+5.1%0.518%
10/9/2024 Ferguson Shapiro LLC157,030$6.46M2.4%+1.7%5.183%
9/5/2024Sanctuary Advisors LLC6,273$300K0.0%N/A0.207%
8/9/2024Renaissance Technologies LLC15,200$727K0.0%-12.6%0.502%
8/8/2024 VitalStone Financial LLC1,717$82K0.1%-90.5%0.057%
8/2/2024Fortis Capital Advisors LLC5,760$276K0.1%N/A0.190%
8/2/2024 Ferguson Shapiro LLC154,407$7.39M2.9%-21.2%5.096%
7/31/2024Commonwealth Equity Services LLC69,856$3.34M0.0%+1.3%2.305%
7/31/2024 Fortis Group Advisors LLC11,976$573K0.1%+7.8%0.395%
7/26/2024 Park Edge Advisors LLC65,003$3.11M1.0%+69.8%2.145%
7/18/2024 Professional Financial Advisors LLC14,940$715K0.2%-3.4%0.493%
6/4/2024Zazove Associates LLC13,450$603K0.1%-22.0%0.444%
5/17/2024Comerica Bank1,361$61K0.0%+41.6%0.045%
5/7/2024Zazove Associates LLC13,450$603K0.1%-22.0%0.444%
5/6/2024 VitalStone Financial LLC18,104$811K0.6%+6,655.2%0.597%
5/2/2024Palisade Asset Management LLC1,130$51K0.0%N/A0.037%
4/30/2024 Fortis Group Advisors LLC11,108$498K0.1%N/A0.367%
4/29/2024Commonwealth Equity Services LLC68,982$3.09M0.0%+12.5%2.277%
4/25/2024 Professional Financial Advisors LLC15,467$693K0.2%+133.3%0.519%
4/19/2024 Park Edge Advisors LLC38,293$1.72M0.5%N/A1.285%
4/15/2024 S.A. Mason LLC1,605$72K0.0%+25.6%0.054%
4/10/2024 Ferguson Shapiro LLC195,938$8.78M4.0%N/A6.531%
2/26/2024Centaurus Financial Inc.21,142$846K0.1%+187.3%0.705%
2/13/2024 Lloyd Advisory Services LLC.15,478$619K0.3%N/A0.516%
2/9/2024Advisory Services Network LLC13,148$526K0.0%N/A0.438%
2/2/2024Truist Financial Corp11,875$475K0.0%N/A0.396%
1/31/2024Zazove Associates LLC17,250$690K0.1%-6.0%0.575%
1/24/2024Stratos Wealth Advisors LLC12,788$512K0.0%-20.9%0.426%
1/24/2024 International Assets Investment Management LLC4,000$160K0.0%N/A0.133%
1/18/2024 Professional Financial Advisors LLC6,629$265K0.1%+10.5%0.221%
1/2/2024Anchor Investment Management LLC5,125$205K0.0%N/A0.171%
11/15/2023Integrated Wealth Concepts LLC22,269$2.13M0.0%-23.7%0.742%
11/13/2023Bison Wealth LLC3,737$357K0.1%-3.9%0.125%
11/8/2023HighTower Advisors LLC73,720$7.03M0.0%+503.7%2.457%
11/8/2023 Janney Montgomery Scott LLC8,890$849K0.0%N/A0.296%
11/8/2023Avantax Advisory Services Inc.3,515$336K0.0%N/A0.117%
11/7/2023Sound View Wealth Advisors Group LLC2,851$272K0.0%-14.9%0.095%
10/31/2023Zazove Associates LLC18,350$1.75M0.2%-65.0%0.612%
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10/25/2023 Professional Financial Advisors LLC5,999$573K0.3%N/A0.200%
10/24/2023Stratos Wealth Advisors LLC16,167$1.54M0.1%+14.3%0.539%
10/24/2023 Cambridge Investment Research Advisors Inc.13,230$1.26M0.0%+38.4%0.441%
10/23/2023Commonwealth Equity Services LLC70,276$6.71M0.0%-18.3%2.343%
10/19/2023 Patriot Financial Group Insurance Agency LLC6,697$640K0.1%-31.9%0.223%
10/18/2023 Koshinski Asset Management Inc.2,311$221K0.0%N/A0.077%
10/12/2023IFP Advisors Inc8,259$789K0.0%-39.2%0.275%
10/11/2023 Worth Asset Management LLC4,733$452K0.4%-24.9%0.158%
8/10/2023Commonwealth Equity Services LLC86,036$5.40M0.0%+1.9%2.868%
8/10/2023Cetera Advisors LLC40,734$2.56M0.0%-19.7%1.358%
8/8/2023Sound View Wealth Advisors Group LLC3,351$210K0.0%-47.0%0.112%
8/4/2023Envestnet Asset Management Inc.52,713$3.31M0.0%+2.4%1.757%
8/4/2023IFP Advisors Inc13,574$679K0.0%-68.2%0.452%
8/2/2023Bank of Montreal Can51,528$3.28M0.0%N/A1.718%
7/31/2023 Mutual Advisors LLC3,757$236K0.0%-21.9%0.125%
7/19/2023Eudaimonia Advisors LLC5,000$314K0.2%N/A0.135%
7/18/2023 Fortis Group Advisors LLC64,102$4.02M1.1%N/A1.732%
7/18/2023Stratos Wealth Advisors LLC14,149$888K0.1%+10.1%0.382%
7/11/2023 Worth Asset Management LLC6,300$396K0.3%-41.3%0.170%
5/17/2023Advisory Services Network LLC149,265$9.10M0.3%+13.5%3.827%
5/15/2023Bison Wealth LLC3,826$244K0.1%-21.5%0.098%
5/12/2023Sound View Wealth Advisors Group LLC6,320$385K0.1%+26.4%0.162%
5/11/2023Commonwealth Equity Services LLC84,458$5.15M0.0%+23.6%2.166%
5/10/2023Resources Investment Advisors LLC.10,738$654K0.0%+25.1%0.275%
5/10/2023Simplify Asset Management Inc.79,656$4.86M0.7%+32.1%2.042%
5/10/2023 S.A. Mason LLC1,263$77K0.1%-41.7%0.032%
5/5/2023TMD Wealth Management LLC90,303$5.50M1.6%+167.6%2.315%
5/3/2023Integrated Wealth Concepts LLC52,555$3.20M0.1%+8.7%1.348%
4/28/2023 Janney Montgomery Scott LLC17,123$1.04M0.0%-49.6%0.439%
4/27/2023Stratos Wealth Advisors LLC12,850$783K0.1%+2.0%0.329%
4/20/2023 Patriot Financial Group Insurance Agency LLC9,695$591K0.1%+10.4%0.249%
4/18/2023IFP Advisors Inc42,699$2.14M0.1%+94.8%1.095%
4/18/2023Stegent Equity Advisors Inc.11,508$701K0.7%-45.1%0.295%
4/12/2023 Worth Asset Management LLC10,729$654K0.5%-50.9%0.202%
4/11/2023 Mutual Advisors LLC4,811$293K0.0%+64.2%0.090%
3/15/2023B. Riley Wealth Advisors Inc.3,345$240K0.0%N/A0.063%
3/6/2023OLD Mission Capital LLC3,454$247K0.0%N/A0.065%
2/14/2023Cetera Advisors LLC130,025$9.31M0.2%+11.0%2.444%
2/13/2023Pekin Hardy Strauss Inc.60,790$4.35M0.6%N/A1.143%
2/13/2023Wealthcare Advisory Partners LLC3,350$240K0.0%N/A0.063%
2/13/2023Integrated Wealth Concepts LLC48,367$3.46M0.1%-14.0%0.909%
2/13/2023Atria Wealth Solutions Inc.10,004$716K0.0%-61.2%0.188%
2/10/2023Simplify Asset Management Inc.60,290$4.32M0.7%-26.5%1.133%
2/10/2023Bison Wealth LLC4,874$298K0.1%-27.7%0.092%
2/10/2023CoreCap Advisors LLC627$45K0.0%-93.9%0.012%
2/10/2023 Vista Finance LLC35,474$2.54M3.6%N/A0.667%
2/9/2023HighTower Advisors LLC106,068$7.60M0.0%N/A1.994%
2/8/2023Sound View Wealth Advisors Group LLC5,000$358K0.1%-27.6%0.094%
2/8/2023Belpointe Asset Management LLC6,690$479K0.0%N/A0.126%
2/8/2023 Cambridge Investment Research Advisors Inc.17,364$1.24M0.0%-60.2%0.326%
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2/7/2023Commonwealth Equity Services LLC68,343$4.89M0.0%+214.9%1.285%
2/7/2023Hollencrest Capital Management1,500$107K0.0%N/A0.028%
2/7/2023Envestnet Asset Management Inc.11,548$827K0.0%-26.3%0.217%
2/6/2023TMD Wealth Management LLC33,744$2.42M1.1%N/A0.634%
2/3/2023Ibex Investors LLC16,750$1.20M0.8%N/A0.315%
2/2/2023Stegent Equity Advisors Inc.20,959$1.50M1.8%N/A0.394%
2/2/2023Resources Investment Advisors LLC.8,583$615K0.0%N/A0.161%
2/1/2023Bank of Montreal Can58,291$4.18M0.0%N/A1.096%
2/1/2023 Janney Montgomery Scott LLC33,993$2.43M0.0%+316.3%0.639%
1/31/2023Kestra Advisory Services LLC129,416$9.27M0.1%N/A2.433%
(Data available from 1/1/2016 forward)

PFIX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFIX shares?

During the previous two years, 64 institutional investors and hedge funds held shares of Simplify Interest Rate Hedge ETF. The most heavily invested institutionals were Jane Street Group LLC ($59.18M), Kestra Advisory Services LLC ($9.27M), HighTower Advisors LLC ($7.03M), Colony Group LLC ($6.73M), Ferguson Shapiro LLC ($6.46M), Trek Financial LLC ($6.21M), and TMD Wealth Management LLC ($5.50M).Learn more on PFIX's institutional investors.

Which institutional investors have been buying Simplify Interest Rate Hedge ETF stock?

Of the 55 institutional investors that purchased Simplify Interest Rate Hedge ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($293.62K), Ferguson Shapiro LLC ($198.56K), HighTower Advisors LLC ($167.58K), Kestra Advisory Services LLC ($129.42K), Bank of Montreal Can ($109.82K), Trek Financial LLC ($91.08K), and TMD Wealth Management LLC ($90.30K).

How much institutional buying is happening at Simplify Interest Rate Hedge ETF?

Institutional investors have bought a total of 1,762,860 shares in the last 24 months. This purchase volume represents approximately $113.67M in transactions.

Which Simplify Interest Rate Hedge ETF major shareholders have been selling company stock?

Of the 29 institutional investors that sold Simplify Interest Rate Hedge ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: National Bank of Canada FI ($68.05K), Park Edge Advisors LLC ($51.78K), Zazove Associates LLC ($42.73K), Ferguson Shapiro LLC ($41.53K), IFP Advisors Inc ($36.60K), Cambridge Investment Research Advisors Inc. ($26.26K), and Simplify Asset Management Inc. ($21.72K).

How much institutional selling is happening at Simplify Interest Rate Hedge ETF?

Institutional investors have sold a total of 493,262 shares in the last 24 months. This volume of shares sold represents approximately $32.62M in transactions.


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This page (NYSEARCA:PFIX) was last updated on 11/4/2024 by MarketBeat.com Staff
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