Simplify Interest Rate HedgePFIXETF
13F holders, Q1 2024 (March 31)43holders
2famous investors
$44.80avg. 13F price*
At the end of Q1 2024, 43 institutions reported holding Simplify Interest Rate Hedge (PFIX) in their 13F filings. The largest holders were Trek Financial, LLC ($13.1M), Ferguson Shapiro LLC ($8.8M) and Pekin Hardy Strauss, Inc. ($4.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Interest Rate Hedge
- CUSIP
- 82889N855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $16.8M |
| Exits | 19 | $35.8M |
Ownership 43 holders
| Trek Financial, LLC | 1.04% | Add +448.9% | 292,017 | $13.1M |
| Ferguson Shapiro LLC | 4.04% | New | 195,938 | $8.8M |
| Pekin Hardy Strauss, Inc. | 0.58% | New | 93,895 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +12.5% | 68,982 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +6.6% | 60,114 | $2.7M |
| Park Edge Advisors, LLC | 0.48% | New | 38,293 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +227.0% | 34,100 | $1.5M |
| Centaurus Financial, Inc. | 0.08% | Add +19.1% | 25,182 | $1.1M |
| VitalStone Financial, LLC | 0.62% | Add +6655.2% | 18,104 | $811K |
| Renaissance Technologies | 0.00% | New | 17,400 | $780K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +31.3% | 16,790 | $752K |
| Professional Financial Advisors, LLC | 0.20% | Add +133.3% | 15,467 | $693K |
| Zazove Associates LLC | 0.94% | Reduce -22.0% | 13,450 | $603K |
| Fortis Group Advisors, LLC | 0.09% | New | 11,108 | $498K |
| Osaic Holdings, Inc. | 0.00% | Add +779.1% | 10,769 | $482K |
| Global Endowment Management, LP | 0.04% | New | 8,400 | $376K |
| IFP Advisors, Inc | 0.01% | Add +23.9% | 6,268 | $281K |
| Anchor Investment Management, LLC | 0.02% | No change | 5,125 | $230K |
| Mutual Advisors, LLC | 0.01% | New | 4,780 | $214K |
| Citadel Advisors | 0.00% | Add +51.4% | 2,811 | $126K |
| Private Advisor Group, LLC | 0.00% | New | 2,725 | $122K |
| UBS Group AG | 0.00% | Reduce -47.1% | 2,083 | $93K |
| S.A. Mason LLC | 0.04% | Add +25.6% | 1,605 | $72K |
| Comerica Bank | 0.00% | Add +41.6% | 1,361 | $61K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +42.0% | 1,321 | $59K |
| Palisade Asset Management, LLC | 0.00% | New | 1,130 | $51K |
| CoreCap Advisors, LLC | 0.00% | New | 627 | $28K |
| JPMorgan Chase & Co. | 0.00% | Reduce -85.3% | 514 | $23K |
| Morgan Stanley | 0.00% | Add +213.8% | 408 | $18K |
| Global Trust Asset Management, LLC | 0.01% | New | 400 | $18K |
| Larson Financial Group LLC | 0.00% | No change | 358 | $16K |
| Principal Securities, Inc. | 0.00% | No change | 200 | $9K |
| US Bancorp \de | 0.00% | No change | 145 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -49.2% | 121 | $5K |
| Venturi Wealth Management, LLC | 0.00% | New | 100 | $4K |
| Archer Investment Corp | 0.00% | No change | 55 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 50 | $2K |
| Royal Bank of Canada | 0.00% | Reduce -83.0% | 17 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 6 | $269 |
| CIBC Private Wealth Group LLC | 0.00% | New | 5 | $236 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $90 |
| Wells Fargo & Company | 0.00% | No change | 1 | $55 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $45 |
"% of holder's portfolio" is PFIX's weight in each manager's 13F, not the share of Simplify Interest Rate Hedge the manager owns.