Simplify Interest Rate HedgePFIXETF
13F holders, Q4 2024 (December 31)48holders +10
15new positions
12sold out
$52.26avg. 13F price*
At the end of Q4 2024, 48 institutions reported holding Simplify Interest Rate Hedge (PFIX) in their 13F filings, up 10 from Q3 2024. 15 opened new positions and 12 sold out. The largest holders were Goldman Sachs Group Inc. ($24.3M), Jane Street Group, LLC ($9.9M) and Drum Hill Capital, LLC ($5.8M).
- Company
- Simplify Interest Rate Hedge
- CUSIP
- 82889N855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $9.4M |
| Exits | 12 | $10.8M |
All 13F filers, Q3 2024 → Q4 2024: 596,667 shares bought and 496,078 shares sold, net +100,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Goldman Sachs Group Inc. | 0.00% | Add +605.2% | 464,520 | $24.3M |
| Jane Street Group, LLC | 0.02% | Reduce -30.1% | 189,347 | $9.9M |
| Drum Hill Capital, LLC | 7.25% | — | 109,968 | $5.8M |
| Pekin Hardy Strauss, Inc. | 0.72% | Add +0.7% | 107,705 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.8% | 80,495 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | New | 58,457 | $3.1M |
| Thomas J. Herzfeld Advisors, Inc. | 0.89% | New | 53,202 | $2.8M |
| Holcombe Financial, Inc. | 1.57% | — | 36,516 | $1.9M |
| Global View Capital Management LLC | 0.46% | — | 25,330 | $1.3M |
| Maridea Wealth Management LLC | 0.32% | — | 19,157 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +7.0% | 18,586 | $973K |
| Hilltop Holdings Inc. | 0.06% | Add +13.0% | 17,353 | $908K |
| Park Edge Advisors, LLC | 0.26% | Add +27.3% | 16,830 | $881K |
| Professional Financial Advisors, LLC | 0.22% | Add +4.3% | 16,387 | $858K |
| Choreo, LLC | 0.01% | New | 12,878 | $673K |
| Napa Wealth Management | 0.27% | New | 11,789 | $617K |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.8% | 11,404 | $597K |
| Ferguson Shapiro LLC | 0.20% | Reduce -93.5% | 10,152 | $531K |
| HighTower Advisors, LLC | 0.00% | New | 8,934 | $468K |
| Perigon Wealth Management, LLC | 0.01% | New | 7,370 | $399K |
| MML Investors Services, LLC | 0.00% | New | 7,245 | $379K |
| Global Endowment Management, LP | 0.05% | Reduce -26.3% | 7,000 | $366K |
| Old Mission Capital LLC | 0.01% | Reduce -33.3% | 6,839 | $358K |
| Fortis Capital Advisors, LLC | 0.09% | New | 6,470 | $274K |
| Belpointe Asset Management LLC | 0.02% | New | 6,470 | $274K |
| Anchor Investment Management, LLC | 0.03% | No change | 5,125 | $268K |
| Mutual Advisors, LLC | 0.01% | New | 4,841 | $262K |
| Defined Financial Planning LLC | 0.26% | — | 4,611 | $241K |
| Luminist Capital LLC | 0.36% | — | 3,957 | $207K |
| UBS Group AG | 0.00% | New | 1,676 | $88K |
| S.A. Mason LLC | 0.04% | Reduce -8.3% | 1,491 | $78K |
| Osaic Holdings, Inc. | 0.00% | Add +8.8% | 1,454 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.4% | 1,083 | $57K |
| Archer Investment Corp | 0.01% | New | 802 | $42K |
| Zazove Associates LLC | 0.06% | No change | 604 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Add +909.1% | 555 | $29K |
| Comerica Bank | 0.00% | New | 538 | $28K |
| Bank of America Corp. | 0.00% | New | 429 | $22K |
| Principal Securities, Inc. | 0.00% | Reduce -34.0% | 200 | $10K |
| US Bancorp \de | 0.00% | No change | 145 | $8K |
| AE Wealth Management LLC | 0.00% | New | 44 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -2.6% | 38 | $2K |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 34 | $2K |
| Morgan Stanley | 0.00% | Reduce -71.7% | 28 | $1K |
| Transce3nd, LLC | 0.00% | — | 4 | $209 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $53 |
| FMR LLC | 0.00% | No change | 1 | $52 |
| Wells Fargo & Company | 0.00% | No change | 1 | $43 |
"% of holder's portfolio" is PFIX's weight in each manager's 13F, not the share of Simplify Interest Rate Hedge the manager owns.