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Simplify Interest Rate Hedge ETF (PFIX) Institutional Ownership

$54.85 +1.74 (+3.28%)
Closing price 04/17/2025 04:10 PM Eastern
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$54.72 -0.13 (-0.23%)
As of 04/17/2025 05:27 PM Eastern
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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)
$29.40M
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

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
4/17/2025 Copia Wealth Management2,210$107K0.1%N/A0.084%
2/17/2025Napa Wealth Management11,789$617K0.3%N/A0.389%
2/14/2025Jane Street Group LLC189,347$9.91M0.0%-30.2%6.249%
2/14/2025Comerica Bank538$28K0.0%N/A0.018%
2/14/2025Integrated Wealth Concepts LLC11,404$597K0.0%+7.7%0.376%
2/14/2025Holcombe Financial Inc.36,516$1.91M1.6%N/A1.205%
2/13/2025Global Endowment Management LP7,000$366K0.0%-26.3%0.231%
2/13/2025 Defined Financial Planning LLC4,611$241K0.3%N/A0.152%
2/13/2025Belpointe Asset Management LLC6,470$339K0.0%N/A0.214%
2/13/2025Fortis Capital Advisors LLC6,470$339K0.1%N/A0.214%
2/13/2025Envestnet Asset Management Inc.58,457$3.06M0.0%N/A1.929%
2/12/2025Thomas J. Herzfeld Advisors Inc.53,202$2.79M0.9%N/A1.756%
2/12/2025OLD Mission Capital LLC6,839$358K0.0%-33.3%0.226%
2/12/2025Maridea Wealth Management LLC19,157$1.00M0.3%N/A0.632%
2/10/2025Commonwealth Equity Services LLC80,495$4.21M0.0%+9.8%2.657%
2/10/2025 Farther Finance Advisors LLC555$29K0.0%+909.1%0.018%
2/7/2025HighTower Advisors LLC8,934$468K0.0%N/A0.295%
2/7/2025Global View Capital Management LLC25,330$1.32M0.5%N/A0.836%
2/4/2025Pekin Hardy Strauss Inc.107,705$5.64M0.7%+0.7%3.555%
2/3/2025Drum Hill Capital LLC109,968$5.76M7.2%N/A3.629%
1/28/2025Archer Investment Corp802$42K0.0%N/A0.026%
1/27/2025Choreo LLC12,878$673K0.0%N/A0.425%
1/27/2025Stratos Wealth Advisors LLC18,586$973K0.0%+7.0%0.613%
1/23/2025Ferguson Shapiro LLC10,152$531K0.2%-93.5%0.335%
1/22/2025Perigon Wealth Management LLC7,370$399K0.0%N/A0.243%
1/21/2025 Park Edge Advisors LLC16,830$881K0.3%+27.3%0.555%
1/17/2025Mutual Advisors LLC4,841$262K0.0%N/A0.160%
1/14/2025Professional Financial Advisors LLC16,387$858K0.2%+4.3%0.541%
11/15/2024Jane Street Group LLC271,088$11.15M0.0%-43.8%8.947%
11/15/2024Integrated Wealth Concepts LLC10,584$435K0.0%-26.0%0.349%
11/15/2024Hilltop Holdings Inc.15,355$631K0.0%+1.8%0.507%
11/13/2024Bank of Montreal Can88,500$3.69M0.0%N/A2.921%
11/12/2024Pekin Hardy Strauss Inc.106,993$4.40M0.6%+13.8%3.531%
11/12/2024Altiora Financial Group LLC22,183$912K0.2%N/A0.732%
10/24/2024 Park Edge Advisors LLC13,221$544K0.2%-79.7%0.436%
10/18/2024Stratos Wealth Advisors LLC17,364$714K0.0%+2.1%0.573%
10/10/2024Professional Financial Advisors LLC15,707$646K0.2%+5.1%0.518%
10/9/2024Ferguson 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%
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8/8/2024VitalStone Financial LLC1,717$82K0.1%-90.5%0.057%
8/2/2024Fortis Capital Advisors LLC5,760$276K0.1%N/A0.190%
8/2/2024Ferguson Shapiro LLC154,407$7.39M2.9%-21.2%5.096%
7/31/2024Commonwealth Equity Services LLC69,856$3.34M0.0%+1.3%2.305%
7/31/2024Fortis 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%
7/18/2024Professional 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%
5/6/2024VitalStone Financial LLC18,104$811K0.6%+6,655.2%0.597%
5/2/2024Palisade Asset Management LLC1,130$51K0.0%N/A0.037%
4/30/2024Fortis Group Advisors LLC11,108$498K0.1%N/A0.367%
4/29/2024Commonwealth Equity Services LLC68,982$3.09M0.0%+12.5%2.277%
4/25/2024Professional Financial Advisors LLC15,467$693K0.2%+133.3%0.519%
4/19/2024 Park Edge Advisors LLC38,293$1.72M0.5%N/A1.285%
4/15/2024S.A. Mason LLC1,605$72K0.0%+25.6%0.054%
4/10/2024Ferguson 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%
1/24/2024International Assets Investment Management LLC4,000$160K0.0%N/A0.133%
1/18/2024Professional 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%
10/25/2023Professional Financial Advisors LLC5,999$573K0.3%N/A0.200%
10/24/2023Stratos Wealth Advisors LLC16,167$1.54M0.1%+14.3%0.539%
10/24/2023Cambridge 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%
10/18/2023Koshinski 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%
7/31/2023Mutual Advisors LLC3,757$236K0.0%-21.9%0.125%
7/19/2023Eudaimonia Advisors LLC5,000$314K0.2%N/A0.135%
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7/18/2023Fortis 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%
5/10/2023S.A. Mason LLC1,263$77K0.1%-41.7%0.032%
(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, 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 48 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 1,228,421 shares in the last 24 months. This purchase volume represents approximately $65.87M in transactions.

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

Of the 21 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), Janney Montgomery Scott LLC ($16.87K), and VitalStone Financial LLC ($16.39K).

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

Institutional investors have sold a total of 707,494 shares in the last 24 months. This volume of shares sold represents approximately $37.22M in transactions.


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This page (NYSEARCA:PFIX) was last updated on 4/21/2025 by MarketBeat.com Staff
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