Simplify Interest Rate HedgePFIXETF
13F holders, Q1 2025 (March 31)39holders −9
8new positions
18sold out
1famous investor
$48.48avg. 13F price*
At the end of Q1 2025, 39 institutions reported holding Simplify Interest Rate Hedge (PFIX) in their 13F filings, down 9 from Q4 2024. 8 opened new positions and 18 sold out. The largest holders were Jane Street Group, LLC ($19.7M), Goldman Sachs Group Inc. ($6.1M) and Drum Hill Capital, LLC ($5.3M). One famous investor held it 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.6M |
| Exits | 18 | $11.8M |
All 13F filers, Q4 2024 → Q1 2025: 307,268 shares bought and 583,197 shares sold, net −275,929 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Jane Street Group, LLC | 0.04% | Add +114.5% | 406,222 | $19.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -72.9% | 125,700 | $6.1M |
| Drum Hill Capital, LLC | 6.27% | Reduce -0.1% | 109,800 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 80,455 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 58,268 | $2.8M |
| Thomas J. Herzfeld Advisors, Inc. | 0.85% | Reduce -2.7% | 51,764 | $2.5M |
| Holcombe Financial, Inc. | 1.45% | Reduce -1.3% | 36,057 | $1.7M |
| Cetera Investment Advisers | 0.00% | New | 22,966 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +25.3% | 21,740 | $1.1M |
| Citadel Advisors | 0.00% | New | 21,229 | $1.0M |
| Professional Financial Advisors, LLC | 0.20% | Reduce -3.3% | 15,844 | $768K |
| Avantax Advisory Services, Inc. | 0.00% | New | 13,904 | $674K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -25.8% | 13,789 | $668K |
| Napa Wealth Management | 0.30% | Reduce -5.9% | 11,089 | $537K |
| MML Investors Services, LLC | 0.00% | Add +51.0% | 10,936 | $530K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,126 | $491K |
| Choreo, LLC | 0.01% | Reduce -26.9% | 9,419 | $456K |
| Osaic Holdings, Inc. | 0.00% | Add +523.3% | 9,063 | $439K |
| Ferguson Shapiro LLC | 0.14% | Reduce -24.9% | 7,626 | $370K |
| Global Endowment Management, LP | 0.04% | Reduce -14.3% | 6,000 | $291K |
| J Hagan Capital, Inc. | 0.23% | — | 5,411 | $283K |
| Anchor Investment Management, LLC | 0.02% | No change | 5,125 | $248K |
| Comprehensive Money Management Services LLC | 0.16% | New | 4,140 | $201K |
| Luminist Capital LLC | 0.19% | Reduce -8.0% | 3,640 | $173K |
| Copia Wealth Management | 0.10% | New | 2,210 | $107K |
| S.A. Mason LLC | 0.04% | Reduce -4.0% | 1,431 | $69K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.7% | 1,010 | $49K |
| Archer Investment Corp | 0.01% | No change | 802 | $39K |
| UBS Group AG | 0.00% | Reduce -59.3% | 683 | $33K |
| Farther Finance Advisors, LLC | 0.00% | No change | 555 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 200 | $10K |
| US Bancorp \de | 0.00% | No change | 145 | $7K |
| Simplex Trading, LLC | 0.00% | New | 123 | $5K |
| AE Wealth Management LLC | 0.00% | Reduce -22.7% | 34 | $2K |
| Morgan Stanley | 0.00% | No change | 28 | $1K |
| JPMorgan Chase & Co. | 0.00% | New | 8 | $391 |
| Transce3nd, LLC | 0.00% | No change | 4 | $194 |
| Wells Fargo & Company | 0.00% | No change | 1 | $53 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $49 |
"% of holder's portfolio" is PFIX's weight in each manager's 13F, not the share of Simplify Interest Rate Hedge the manager owns.