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Simplify Interest Rate Hedge ETF (PFIX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$39.80M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$26.47M
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PFIX Institutional Buying and Selling by Quarter

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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
2/17/2025 Napa Wealth Management11,789$617K0.3%N/A0.389%
2/14/2025 Jane Street Group LLC189,347$9.91M0.0%-30.2%6.249%
2/14/2025 Comerica Bank538$28K0.0%N/A0.018%
2/14/2025 Integrated Wealth Concepts LLC11,404$597K0.0%+7.7%0.376%
2/14/2025 Holcombe Financial Inc.36,516$1.91M1.6%N/A1.205%
2/13/2025 Global Endowment Management LP7,000$366K0.0%-26.3%0.231%
2/13/2025 Defined Financial Planning LLC4,611$241K0.3%N/A0.152%
2/13/2025 Belpointe Asset Management LLC6,470$339K0.0%N/A0.214%
2/13/2025 Fortis Capital Advisors LLC6,470$339K0.1%N/A0.214%
2/13/2025 Envestnet Asset Management Inc.58,457$3.06M0.0%N/A1.929%
2/12/2025 Thomas J. Herzfeld Advisors Inc.53,202$2.79M0.9%N/A1.756%
2/12/2025 OLD Mission Capital LLC6,839$358K0.0%-33.3%0.226%
2/12/2025 Maridea Wealth Management LLC19,157$1.00M0.3%N/A0.632%
2/10/2025 Commonwealth Equity Services LLC80,495$4.21M0.0%+9.8%2.657%
2/10/2025 Farther Finance Advisors LLC555$29K0.0%+909.1%0.018%
2/7/2025 HighTower Advisors LLC8,934$468K0.0%N/A0.295%
2/7/2025 Global View Capital Management LLC25,330$1.32M0.5%N/A0.836%
2/4/2025 Pekin Hardy Strauss Inc.107,705$5.64M0.7%+0.7%3.555%
2/3/2025 Drum Hill Capital LLC109,968$5.76M7.2%N/A3.629%
1/28/2025 Archer Investment Corp802$42K0.0%N/A0.026%
1/27/2025 Choreo LLC12,878$673K0.0%N/A0.425%
1/27/2025 Stratos Wealth Advisors LLC18,586$973K0.0%+7.0%0.613%
1/23/2025 Ferguson Shapiro LLC10,152$531K0.2%-93.5%0.335%
1/22/2025 Perigon Wealth Management LLC7,370$399K0.0%N/A0.243%
1/21/2025 Park Edge Advisors LLC16,830$881K0.3%+27.3%0.555%
1/17/2025 Mutual Advisors LLC4,841$262K0.0%N/A0.160%
1/14/2025 Professional Financial Advisors LLC16,387$858K0.2%+4.3%0.541%
11/15/2024 Jane Street Group LLC271,088$11.15M0.0%-43.8%8.947%
11/15/2024 Integrated Wealth Concepts LLC10,584$435K0.0%-26.0%0.349%
11/15/2024 Hilltop Holdings Inc.15,355$631K0.0%+1.8%0.507%
11/13/2024 Bank of Montreal Can88,500$3.69M0.0%N/A2.921%
11/12/2024 Pekin Hardy Strauss Inc.106,993$4.40M0.6%+13.8%3.531%
11/12/2024 Altiora Financial Group LLC22,183$912K0.2%N/A0.732%
10/24/2024 Park Edge Advisors LLC13,221$544K0.2%-79.7%0.436%
10/18/2024 Stratos 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%
9/5/2024 Sanctuary Advisors LLC6,273$300K0.0%N/A0.207%
8/9/2024 Renaissance Technologies LLC15,200$727K0.0%-12.6%0.502%
8/8/2024VitalStone Financial LLC1,717$82K0.1%-90.5%0.057%
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8/2/2024 Fortis Capital Advisors LLC5,760$276K0.1%N/A0.190%
8/2/2024 Ferguson Shapiro LLC154,407$7.39M2.9%-21.2%5.096%
7/31/2024 Commonwealth 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%
6/4/2024 Zazove Associates LLC13,450$603K0.1%-22.0%0.444%
5/17/2024 Comerica Bank1,361$61K0.0%+41.6%0.045%
5/7/2024 Zazove Associates LLC13,450$603K0.1%-22.0%0.444%
5/6/2024VitalStone Financial LLC18,104$811K0.6%+6,655.2%0.597%
5/2/2024 Palisade Asset Management LLC1,130$51K0.0%N/A0.037%
4/30/2024 Fortis Group Advisors LLC11,108$498K0.1%N/A0.367%
4/29/2024 Commonwealth 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%
2/26/2024 Centaurus Financial Inc.21,142$846K0.1%+187.3%0.705%
2/13/2024 Lloyd Advisory Services LLC.15,478$619K0.3%N/A0.516%
2/9/2024 Advisory Services Network LLC13,148$526K0.0%N/A0.438%
2/2/2024 Truist Financial Corp11,875$475K0.0%N/A0.396%
1/31/2024 Zazove Associates LLC17,250$690K0.1%-6.0%0.575%
1/24/2024 Stratos 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%
1/2/2024 Anchor Investment Management LLC5,125$205K0.0%N/A0.171%
11/15/2023 Integrated Wealth Concepts LLC22,269$2.13M0.0%-23.7%0.742%
11/13/2023 Bison Wealth LLC3,737$357K0.1%-3.9%0.125%
11/8/2023 HighTower Advisors LLC73,720$7.03M0.0%+503.7%2.457%
11/8/2023 Janney Montgomery Scott LLC8,890$849K0.0%N/A0.296%
11/8/2023 Avantax Advisory Services Inc.3,515$336K0.0%N/A0.117%
11/7/2023 Sound View Wealth Advisors Group LLC2,851$272K0.0%-14.9%0.095%
10/31/2023 Zazove Associates LLC18,350$1.75M0.2%-65.0%0.612%
10/25/2023 Professional Financial Advisors LLC5,999$573K0.3%N/A0.200%
10/24/2023 Stratos 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%
10/23/2023 Commonwealth 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%
10/12/2023 IFP Advisors Inc8,259$789K0.0%-39.2%0.275%
10/11/2023 Worth Asset Management LLC4,733$452K0.4%-24.9%0.158%
8/10/2023 Commonwealth Equity Services LLC86,036$5.40M0.0%+1.9%2.868%
8/10/2023Cetera Advisors LLC40,734$2.56M0.0%-19.7%1.358%
8/8/2023 Sound View Wealth Advisors Group LLC3,351$210K0.0%-47.0%0.112%
8/4/2023 Envestnet Asset Management Inc.52,713$3.31M0.0%+2.4%1.757%
8/4/2023 IFP Advisors Inc13,574$679K0.0%-68.2%0.452%
8/2/2023 Bank 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%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
7/18/2023 Stratos Wealth Advisors LLC14,149$888K0.1%+10.1%0.382%
7/11/2023 Worth Asset Management LLC6,300$396K0.3%-41.3%0.170%
5/17/2023 Advisory Services Network LLC149,265$9.10M0.3%+13.5%3.827%
5/15/2023 Bison Wealth LLC3,826$244K0.1%-21.5%0.098%
5/12/2023 Sound View Wealth Advisors Group LLC6,320$385K0.1%+26.4%0.162%
5/11/2023 Commonwealth Equity Services LLC84,458$5.15M0.0%+23.6%2.166%
5/10/2023 Resources Investment Advisors LLC.10,738$654K0.0%+25.1%0.275%
5/10/2023 Simplify 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%
(Data available from 1/1/2016 forward)

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PFIX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFIX shares?

During the previous two years, 58 institutional investors and hedge funds held shares of Simplify Interest Rate Hedge ETF. The most heavily invested institutionals were Jane Street Group LLC ($9.91M), Drum Hill Capital LLC ($5.76M), Pekin Hardy Strauss Inc. ($5.64M), TMD Wealth Management LLC ($5.50M), Simplify Asset Management Inc. ($4.86M), Commonwealth Equity Services LLC ($4.21M), and Bank of Montreal Can ($3.69M).Learn more on PFIX's institutional investors.

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

Of the 49 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: Ferguson Shapiro LLC ($198.56K), Bank of Montreal Can ($140.03K), Drum Hill Capital LLC ($109.97K), Fortis Group Advisors LLC ($76.08K), HighTower Advisors LLC ($70.44K), Park Edge Advisors LLC ($68.61K), and Envestnet Asset Management Inc. ($59.69K).

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

Institutional investors have bought a total of 1,249,776 shares in the last 24 months. This purchase volume represents approximately $67.20M in transactions.

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

Of the 22 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: Jane Street Group LLC ($292.70K), Ferguson Shapiro LLC ($188.41K), Park Edge Advisors LLC ($51.78K), Zazove Associates LLC ($42.73K), IFP Advisors Inc ($34.44K), Worth Asset Management LLC ($17.13K), and Janney Montgomery Scott LLC ($16.87K).

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

Institutional investors have sold a total of 728,078 shares in the last 24 months. This volume of shares sold represents approximately $38.48M in transactions.


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This page (NYSEARCA:PFIX) was last updated on 3/31/2025 by MarketBeat.com Staff
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