Simplify Interest Rate Hedge
PFIX • ARCA
Simplify Interest Rate Hedge is an exchange-traded fund on ARCA. As of Q3 2025, 52 institutional investors hold shares in this ETF, with total holdings valued at $52.2M. Thomas J. Herzfeld Advisors, Inc. is the largest holder with a position valued at $9.2M.
Overview
Overview of institutional ownership in PFIX as of Q3 2025
All Institutions
- Institutions
- 52
- Value Held
- $52.2M
- Shares Held
- 1.1M
- Avg Position
- $1.0M
- Median Position
- $218.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $475.9K
- Shares Held
- 9.9K
- Avg Position
- $475.9K
- Median Position
- $475.9K
Biggest Investors
Institutions with the largest positions in PFIX as of Q3 2025
| Institution | Position Value |
|---|---|
 Thomas J. Herzfeld Advisors, Inc. Long Only Manager | $9.2M 3.16% of portfolio |
J JANE STREET GROUP, LLC Institution | $6.4M 0.01% of portfolio |
 Drum Hill Capital, LLC RIA/Wealth | $5.4M 5.96% of portfolio |
 Ausdal Financial Partners, Inc. RIA/Wealth | $4.1M 0.20% of portfolio |
 Holcombe Financial, Inc. RIA/Wealth | $4.1M 2.88% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $4.1M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $3.2M 0.00% of portfolio |
 Advyzon Investment Management, LLC RIA/Wealth | $3.0M 0.52% of portfolio |
L LPL Financial LLC Institution | $2.0M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $1.4M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PFIX in Q3 2025
- Traded
- +$1.7M
- Buyers
- 32
- Sellers
- 23
- Total Bought
- +$24.1M
- Total Sold
- −$22.4M
- Avg Position
- $828.9K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | +$9.2M +191.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$3.7M +75.8K shares |
Ausdal Financial Partners, Inc. RIA/Wealth | +$3.6M +73.7K shares |
Advyzon Investment Management, LLC RIA/Wealth | +$2.0M +41.0K shares |
Cetera Investment Advisers RIA/Wealth | +$1.4M +29.3K shares |
L LPL Financial LLC Institution | +$1.2M +24.0K shares |
 FSA Investment Group, LLC RIA/Wealth | +$758.8K +15.9K shares |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | +$628.8K +13.1K shares |
 Farther Finance Advisors, LLC RIA/Wealth | +$369.7K +7.7K shares |
J J HAGAN CAPITAL, INC. RIA/Wealth | +$338.7K +7.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$13.7M −284.7K shares |
 GOLDMAN SACHS GROUP INC Institution | −$1.7M −31.4K shares |
H Hilltop Holdings Inc. Institution | −$1.4M −27.1K shares |
O OLD MISSION CAPITAL LLC Institution | −$1.4M −27.0K shares |
H HRT FINANCIAL LLC Institution | −$816.3K −15.4K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$742.4K −15.4K shares |
 Maridea Wealth Management LLC RIA/Wealth | −$719.8K −13.6K shares |
 Atomi Financial Group, Inc. RIA/Wealth | −$704.5K −13.3K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$342.7K −7.1K shares |
A AVAII WEALTH MANAGEMENT, LLC RIA/Wealth | −$257.4K −4.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PFIX in Q3 2025
- New Positions
- 5
- New Value
- $1.1M
- Exited Positions
- 11
- Exited Value
- $7.4M
New Positions
| Institution | Position Value |
|---|---|
FSA Investment Group, LLC RIA/Wealth | $758.8K 15.9K shares |
 Cambridge Advisors Inc. RIA/Wealth | $287.5K 6.0K shares |
 Triumph Capital Management RIA/Wealth | $16.5K 342.0 shares |
 Rockefeller Capital Management L.P. Long Only Manager | $6.4K 132.0 shares |
 Guerra Advisors Inc RIA/Wealth | $915.0 19.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $1.7M 31.4K shares |
H Hilltop Holdings Inc. Institution | $1.4M 27.1K shares |
O OLD MISSION CAPITAL LLC Institution | $1.4M 27.0K shares |
H HRT FINANCIAL LLC Institution | $816.3K 15.4K shares |
Maridea Wealth Management LLC RIA/Wealth | $719.8K 13.6K shares |
Atomi Financial Group, Inc. RIA/Wealth | $704.5K 13.3K shares |
A AVAII WEALTH MANAGEMENT, LLC RIA/Wealth | $257.4K 4.9K shares |
 COMPASS CAPITAL CORP /MA/ /ADV RIA/Wealth | $233.5K 4.3K shares |
S S.A. Mason LLC RIA/Wealth | $75.6K 1.4K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $53.1K 1.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in PFIX as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PFIX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Drum Hill Capital, LLC RIA/Wealth | 5.96% $5.4M |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | 3.16% $9.2M |
Holcombe Financial, Inc. RIA/Wealth | 2.88% $4.1M |
Advyzon Investment Management, LLC RIA/Wealth | 0.52% $3.0M |
FSA Investment Group, LLC RIA/Wealth | 0.47% $758.8K |
 NAPA WEALTH MANAGEMENT RIA/Wealth | 0.26% $501.7K |
J J HAGAN CAPITAL, INC. RIA/Wealth | 0.21% $338.7K |
Ausdal Financial Partners, Inc. RIA/Wealth | 0.20% $4.1M |
 Professional Financial Advisors, LLC RIA/Wealth | 0.18% $838.4K |
0.15% $205.4K |
Hedge Fund Spotlight
Discover hedge funds investing in PFIX
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Simplify Interest Rate Hedge
- Market Value
- $475.9K
- Shares Held
- 9.9K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
