PFIX

Simplify Interest Rate Hedge

+$23.2M

Net Activity

Institutions Holding

63

Popularity Rank

#5464

Avg Weight

0.23%

Total Value

$76.2M

Ownership Trend

63 institutions currently hold PFIX, with 49 net buyers and 17 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

17

Net Buying Institutions

49

Key Holders

Key Holders

Top 5 by Value

TI
Tidal Investments LLC
$11.2M
PA
PFG Advisors
$8.8M
LF
LPL Financial LLC
$7.4M
DH
Drum Hill Capital, LLC
$6.6M
TJ
Thomas J. Herzfeld Advisors, Inc.
$5.4M

Top 5 by Conviction

DH
Drum Hill Capital, LLC
6.10%
HF
Holcombe Financial, Inc.
2.70%
TJ
Thomas J. Herzfeld Advisors, Inc.
1.85%
UW
Urban Wealth Management, LLC
0.61%
CR
Catawba River Capital
0.49%
View all 63 holding institutions

Quarterly Activity

Recent Activity

+$69.9M

Total Buy Value

$36.3M

Total Sell Value

New buy30
Trim8
Add19
Sold out9

49

Net Buyers

17

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SIMPLIFY INTEREST RATE HEDGE (PFIX)?
Major stakeholders currently include Tidal Investments LLC ($11.2M), PFG Advisors ($8.8M), LPL Financial LLC ($7.4M). Based on the latest 13F filings, there are a total of 63 tracked investment funds and institutions maintaining positions in PFIX.
What is the overall institutional sentiment toward PFIX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $23.2M, driven by 49 managers accumulating shares while 17 reduced their exposure.
Which institutions have been selling or reducing their PFIX positions?
In the latest period, 8 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $36.3M.
Are there any notable investors adding PFIX to their portfolios?
Yes, buying activity remains notable. 30 institutions opened new positions in {ticker}, and 19 existing holders added to their shares. The total reported buy value for the quarter amounted to $69.9M.

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