Who Owns PFIX?
Simplify Interest Rate Hedge ETF — Institutional Ownership & 13F Holdings
$44.81
+0.36 (+0.81%)
Market Cap
$150.1M
Shares Outstanding
3,392,936
Institutional Holders
40
Total Inst. Value
$44.0M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
15
Closed Positions
18
Increased
4
Decreased
13
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JANE STREET GROUP, LLC | $19.7M | 406,222 |
| 2 | GOLDMAN SACHS GROUP INC | $6.1M | 125,700 |
| 3 | Drum Hill Capital, LLCNew | $5.3M | 109,800 |
| 4 | Thomas J. Herzfeld Advisors, Inc. | $2.5M | 51,764 |
| 5 | Holcombe Financial, Inc. | $1.7M | 36,057 |
| 6 | Cetera Investment AdvisersNew | $1.1M | 22,966 |
| 7 | Hilltop Holdings Inc. | $1.1M | 21,740 |
| 8 | Professional Financial Advisors, LLCNew | $768K | 15,844 |
| 9 | AVANTAX ADVISORY SERVICES, INC.New | $674K | 13,904 |
| 10 | Stratos Wealth Advisors, LLC | $668K | 13,789 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JANE STREET GROUP, LLC | +217K | $19.7M |
| Drum Hill Capital, LLCNew | +110K | $5.3M |
| Cetera Investment AdvisersNew | +23K | $1.1M |
| Hilltop Holdings Inc. | +4K | $1.1M |
| Professional Financial Advisors, LLCNew | +16K | $768K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | -339K | $6.1M |
| Stratos Wealth Advisors, LLC | -5K | $668K |
| CHOREO, LLC | -3K | $456K |
| Thomas J. Herzfeld Advisors, Inc. | -1K | $2.5M |
| Global Endowment Management, LP | -1K | $290K |
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Frequently Asked Questions
How many institutional investors hold PFIX?
As of Q1 2025, 40 institutional investors report holding PFIX (Simplify Interest Rate Hedge ETF) in their 13F filings.
Which hedge fund owns the most PFIX?
The largest institutional holder of PFIX is JANE STREET GROUP, LLC with $19.7M in shares.
Are institutions buying or selling PFIX?
This quarter, 15 institutions opened new positions in PFIX and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.