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Simplify Interest Rate Hedge ETF (PFIX) Institutional Ownership

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$48.15
+0.98 (+2.08%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$31.40M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$9.77M
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PFIX Institutional Buying and Selling by Quarter

Simplify Interest Rate Hedge ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank1,361$61K0.0%+41.6%0.045%
5/7/2024 Zazove Associates LLC13,450$603K0.1%-22.0%0.444%
5/6/2024 VitalStone Financial LLC18,104$811K0.6%+6,655.2%0.597%
5/2/2024 Palisade Asset Management LLC1,130$51K0.0%N/A0.037%
4/30/2024 Fortis Group Advisors LLC11,108$498K0.1%N/A0.367%
4/29/2024Commonwealth Equity Services LLC68,982$3.09M0.0%+12.5%2.277%
4/25/2024 Professional Financial Advisors LLC15,467$693K0.2%+133.3%0.519%
4/19/2024 Park Edge Advisors LLC38,293$1.72M0.5%N/A1.285%
4/15/2024 S.A. Mason LLC1,605$72K0.0%+25.6%0.054%
4/10/2024 Ferguson Shapiro LLC195,938$8.78M4.0%N/A6.531%
2/26/2024 Centaurus Financial Inc.21,142$846K0.1%+187.3%0.705%
2/13/2024 Lloyd Advisory Services LLC.15,478$619K0.3%N/A0.516%
2/9/2024 Advisory Services Network LLC13,148$526K0.0%N/A0.438%
2/2/2024 Truist Financial Corp11,875$475K0.0%N/A0.396%
1/31/2024 Zazove Associates LLC17,250$690K0.1%-6.0%0.575%
1/24/2024 Stratos Wealth Advisors LLC12,788$512K0.0%-20.9%0.426%
1/24/2024 International Assets Investment Management LLC4,000$160K0.0%N/A0.133%
1/18/2024 Professional Financial Advisors LLC6,629$265K0.1%+10.5%0.221%
1/2/2024 Anchor Investment Management LLC5,125$205K0.0%N/A0.171%
11/15/2023 Integrated Wealth Concepts LLC22,269$2.13M0.0%-23.7%0.742%
11/13/2023 Bison Wealth LLC3,737$357K0.1%-3.9%0.125%
11/8/2023 HighTower Advisors LLC73,720$7.03M0.0%+503.7%2.457%
11/8/2023 Janney Montgomery Scott LLC8,890$849K0.0%N/A0.296%
11/8/2023 Avantax Advisory Services Inc.3,515$336K0.0%N/A0.117%
11/7/2023 Sound View Wealth Advisors Group LLC2,851$272K0.0%-14.9%0.095%
10/31/2023 Zazove Associates LLC18,350$1.75M0.2%-65.0%0.612%
10/25/2023 Professional Financial Advisors LLC5,999$573K0.3%N/A0.200%
10/24/2023 Stratos Wealth Advisors LLC16,167$1.54M0.1%+14.3%0.539%
10/24/2023 Cambridge Investment Research Advisors Inc.13,230$1.26M0.0%+38.4%0.441%
10/23/2023Commonwealth Equity Services LLC70,276$6.71M0.0%-18.3%2.343%
10/19/2023 Patriot Financial Group Insurance Agency LLC6,697$640K0.1%-31.9%0.223%
10/18/2023 Koshinski Asset Management Inc.2,311$221K0.0%N/A0.077%
10/12/2023IFP Advisors Inc8,259$789K0.0%-39.2%0.275%
10/11/2023 Worth Asset Management LLC4,733$452K0.4%-24.9%0.158%
8/10/2023Commonwealth Equity Services LLC86,036$5.40M0.0%+1.9%2.868%
8/10/2023 Cetera Advisors LLC40,734$2.56M0.0%-19.7%1.358%
8/8/2023 Sound View Wealth Advisors Group LLC3,351$210K0.0%-47.0%0.112%
8/4/2023 Envestnet Asset Management Inc.52,713$3.31M0.0%+2.4%1.757%
8/4/2023IFP Advisors Inc13,574$679K0.0%-68.2%0.452%
8/2/2023 Bank of Montreal Can51,528$3.28M0.0%N/A1.718%
Next President (Not Trump. Not Biden.) (Ad)

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7/31/2023 Mutual Advisors LLC3,757$236K0.0%-21.9%0.125%
7/19/2023 Eudaimonia Advisors LLC5,000$314K0.2%N/A0.135%
7/18/2023 Fortis Group Advisors LLC64,102$4.02M1.1%N/A1.732%
7/18/2023 Stratos Wealth Advisors LLC14,149$888K0.1%+10.1%0.382%
7/11/2023 Worth Asset Management LLC6,300$396K0.3%-41.3%0.170%
5/17/2023 Advisory Services Network LLC149,265$9.10M0.3%+13.5%3.827%
5/15/2023 Bison Wealth LLC3,826$244K0.1%-21.5%0.098%
5/12/2023 Sound View Wealth Advisors Group LLC6,320$385K0.1%+26.4%0.162%
5/11/2023Commonwealth Equity Services LLC84,458$5.15M0.0%+23.6%2.166%
5/10/2023 Resources Investment Advisors LLC.10,738$654K0.0%+25.1%0.275%
5/10/2023 Simplify Asset Management Inc.79,656$4.86M0.7%+32.1%2.042%
5/10/2023 S.A. Mason LLC1,263$77K0.1%-41.7%0.032%
5/5/2023 TMD Wealth Management LLC90,303$5.50M1.6%+167.6%2.315%
5/3/2023 Integrated Wealth Concepts LLC52,555$3.20M0.1%+8.7%1.348%
4/28/2023 Janney Montgomery Scott LLC17,123$1.04M0.0%-49.6%0.439%
4/27/2023 Stratos Wealth Advisors LLC12,850$783K0.1%+2.0%0.329%
4/20/2023 Patriot Financial Group Insurance Agency LLC9,695$591K0.1%+10.4%0.249%
4/18/2023IFP Advisors Inc42,699$2.14M0.1%+94.8%1.095%
4/18/2023 Stegent Equity Advisors Inc.11,508$701K0.7%-45.1%0.295%
4/12/2023 Worth Asset Management LLC10,729$654K0.5%-50.9%0.202%
4/11/2023 Mutual Advisors LLC4,811$293K0.0%+64.2%0.090%
3/15/2023 B. Riley Wealth Advisors Inc.3,345$240K0.0%N/A0.063%
3/6/2023 OLD Mission Capital LLC3,454$247K0.0%N/A0.065%
2/14/2023 Cetera Advisors LLC130,025$9.31M0.2%+11.0%2.444%
2/13/2023 Pekin Hardy Strauss Inc.60,790$4.35M0.6%N/A1.143%
2/13/2023 Wealthcare Advisory Partners LLC3,350$240K0.0%N/A0.063%
2/13/2023 Integrated Wealth Concepts LLC48,367$3.46M0.1%-14.0%0.909%
2/13/2023 Atria Wealth Solutions Inc.10,004$716K0.0%-61.2%0.188%
2/10/2023 Simplify Asset Management Inc.60,290$4.32M0.7%-26.5%1.133%
2/10/2023 Bison Wealth LLC4,874$298K0.1%-27.7%0.092%
2/10/2023CoreCap Advisors LLC627$45K0.0%-93.9%0.012%
2/10/2023 Vista Finance LLC35,474$2.54M3.6%N/A0.667%
2/9/2023 HighTower Advisors LLC106,068$7.60M0.0%N/A1.994%
2/8/2023 Sound View Wealth Advisors Group LLC5,000$358K0.1%-27.6%0.094%
2/8/2023 Belpointe Asset Management LLC6,690$479K0.0%N/A0.126%
2/8/2023 Cambridge Investment Research Advisors Inc.17,364$1.24M0.0%-60.2%0.326%
2/7/2023Commonwealth Equity Services LLC68,343$4.89M0.0%+214.9%1.285%
2/7/2023 Hollencrest Capital Management1,500$107K0.0%N/A0.028%
2/7/2023 Envestnet Asset Management Inc.11,548$827K0.0%-26.3%0.217%
2/6/2023 TMD Wealth Management LLC33,744$2.42M1.1%N/A0.634%
2/3/2023 Ibex Investors LLC16,750$1.20M0.8%N/A0.315%
2/2/2023 Stegent Equity Advisors Inc.20,959$1.50M1.8%N/A0.394%
2/2/2023 Resources Investment Advisors LLC.8,583$615K0.0%N/A0.161%
2/1/2023 Bank of Montreal Can58,291$4.18M0.0%N/A1.096%
2/1/2023 Janney Montgomery Scott LLC33,993$2.43M0.0%+316.3%0.639%
1/31/2023 Kestra Advisory Services LLC129,416$9.27M0.1%N/A2.433%
1/27/2023 Triad Investment Management10,911$781K1.2%-4.6%0.205%
1/25/2023 Stephens Inc. AR2,908$208K0.0%-86.3%0.055%
1/24/2023 National Bank of Canada FI447$30K0.0%-99.3%0.008%
1/19/2023 Stratos Wealth Advisors LLC12,597$902K0.1%-32.2%0.237%
Next President (Not Trump. Not Biden.) (Ad)

Do you want to see who I believe will be the next president of the U.S.A? It won’t be Biden…And it won’t be Trump.

Click here to see why it will be ______ _________.
1/17/2023 Patriot Financial Group Insurance Agency LLC8,785$629K0.1%N/A0.165%
1/13/2023 Worth Asset Management LLC21,862$1.57M1.1%+26.7%0.409%
1/12/2023 Mutual Advisors LLC2,930$210K0.0%N/A0.055%
1/11/2023 Moulton Wealth Management Inc.14,890$936K3.2%N/A0.278%
12/5/2022 Centaurus Financial Inc.8,140$555K0.1%-15.7%0.149%
11/16/2022Claraphi Advisory Network LLC13,532$923K0.5%N/A0.248%
11/16/2022 Jane Street Group LLC867,886$59.18M0.0%+51.1%15.925%
11/16/2022Wealthsource Partners LLC9,038$616K0.0%+3.2%0.166%
11/15/2022Colony Group LLC98,667$6.73M0.1%+6.0%1.810%
11/15/2022 Trek Financial LLC91,081$6.21M0.7%N/A1.671%
(Data available from 1/1/2016 forward)

PFIX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFIX shares?

During the previous two years, 78 institutional investors and hedge funds held shares of Simplify Interest Rate Hedge ETF. The most heavily invested institutionals were Jane Street Group LLC ($59.18M), Kestra Advisory Services LLC ($9.27M), Ferguson Shapiro LLC ($8.78M), NewEdge Advisors LLC ($7.48M), HighTower Advisors LLC ($7.03M), Colony Group LLC ($6.73M), and Trek Financial LLC ($6.21M).Learn more on PFIX's institutional investors.

Which institutional investors have been buying Simplify Interest Rate Hedge ETF stock?

Of the 76 institutional investors that purchased Simplify Interest Rate Hedge ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($293.62K), Ferguson Shapiro LLC ($195.94K), HighTower Advisors LLC ($167.58K), Advisory Services Network LLC ($167.07K), NewEdge Advisors LLC ($132.54K), Envestnet Asset Management Inc. ($129.61K), and Kestra Advisory Services LLC ($129.42K).

How much institutional buying is happening at Simplify Interest Rate Hedge ETF?

Institutional investors have bought a total of 2,879,869 shares in the last 24 months. This purchase volume represents approximately $179.90M in transactions.

Which Simplify Interest Rate Hedge ETF major shareholders have been selling company stock?

Of the 27 institutional investors that sold Simplify Interest Rate Hedge ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: National Bank of Canada FI ($68.05K), Zazove Associates LLC ($38.93K), IFP Advisors Inc ($36.60K), Worth Asset Management LLC ($29.40K), Cambridge Investment Research Advisors Inc. ($26.26K), Simplify Asset Management Inc. ($21.72K), and Stephens Inc. AR ($18.28K).

How much institutional selling is happening at Simplify Interest Rate Hedge ETF?

Institutional investors have sold a total of 419,829 shares in the last 24 months. This volume of shares sold represents approximately $30.21M in transactions.


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This page (NYSEARCA:PFIX) was last updated on 5/19/2024 by MarketBeat.com Staff

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