Simplify Interest Rate HedgePFIXETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 47 institutions reported holding Simplify Interest Rate Hedge (PFIX) in their 13F filings, up 4 from Q1 2024. 11 opened new positions and 8 sold out. The largest holders were Jane Street Group, LLC ($23.1M), Ferguson Shapiro LLC ($7.4M) and Pekin Hardy Strauss, Inc. ($4.5M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $24.7M |
| Exits | 8 | $14.6M |
All 13F filers, Q1 2024 → Q2 2024: 564,768 shares bought and 469,031 shares sold, net +95,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Jane Street Group, LLC | 0.03% | New | 482,048 | $23.1M |
| Ferguson Shapiro LLC | 2.90% | Reduce -21.2% | 154,407 | $7.4M |
| Pekin Hardy Strauss, Inc. | 0.62% | Add +0.1% | 94,020 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.3% | 69,856 | $3.3M |
| Park Edge Advisors, LLC | 0.95% | Add +69.8% | 65,003 | $3.1M |
| Stratos Wealth Advisors, LLC | 0.04% | Add +1.3% | 17,010 | $814K |
| Renaissance Technologies | 0.00% | Reduce -12.6% | 15,200 | $727K |
| Hilltop Holdings Inc. | 0.08% | New | 15,089 | $722K |
| Professional Financial Advisors, LLC | 0.20% | Reduce -3.4% | 14,940 | $715K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -76.2% | 14,298 | $684K |
| Fortis Group Advisors, LLC | 0.11% | Add +7.8% | 11,976 | $573K |
| Zazove Associates LLC | 1.00% | Reduce -11.9% | 11,854 | $567K |
| JPMorgan Chase & Co. | 0.00% | Add +1912.1% | 10,342 | $495K |
| IFP Advisors, Inc | 0.02% | Add +55.0% | 9,712 | $465K |
| Citadel Advisors | 0.00% | Add +229.8% | 9,270 | $444K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -73.3% | 9,100 | $435K |
| Global Endowment Management, LP | 0.04% | No change | 8,400 | $402K |
| Sanctuary Advisors, LLC | 0.00% | — | 6,273 | $341K |
| Fortis Capital Advisors, LLC | 0.10% | New | 5,760 | $276K |
| Belpointe Asset Management LLC | 0.02% | New | 5,760 | $276K |
| MML Investors Services, LLC | 0.00% | New | 5,281 | $253K |
| Anchor Investment Management, LLC | 0.03% | No change | 5,125 | $245K |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.5% | 4,044 | $194K |
| VitalStone Financial, LLC | 0.06% | Reduce -90.5% | 1,717 | $82K |
| S.A. Mason LLC | 0.04% | Add +1.3% | 1,625 | $78K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.2% | 1,305 | $62K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 1,000 | $46K |
| Simplex Trading, LLC | 0.00% | New | 880 | $42K |
| CoreCap Advisors, LLC | 0.00% | No change | 627 | $30K |
| Global Trust Asset Management, LLC | 0.01% | No change | 400 | $19K |
| Larson Financial Group LLC | 0.00% | No change | 358 | $17K |
| Comerica Bank | 0.00% | Reduce -74.1% | 352 | $17K |
| Principal Securities, Inc. | 0.00% | Add +51.5% | 303 | $14K |
| Rothschild Investment LLC | 0.00% | New | 200 | $10K |
| UBS Group AG | 0.00% | Reduce -90.9% | 189 | $9K |
| US Bancorp \de | 0.00% | No change | 145 | $7K |
| Morgan Stanley | 0.00% | Reduce -75.7% | 99 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 79 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +28.0% | 64 | $3K |
| Archer Investment Corp | 0.00% | No change | 55 | $3K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -66.1% | 41 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | — | 39 | $2K |
| Royal Bank of Canada | 0.00% | No change | 17 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 6 | $288 |
| TCTC Holdings, LLC | 0.00% | New | 5 | $239 |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $93 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $48 |
"% of holder's portfolio" is PFIX's weight in each manager's 13F, not the share of Simplify Interest Rate Hedge the manager owns.