NYSEARCA:PFIX Simplify Interest Rate Hedge ETF (PFIX) Price, Holdings, & News $48.34 -0.66 (-1.35%) (As of 07/26/2024 ET) Add Compare Share Share Today's Range$48.07▼$48.5950-Day Range$43.88▼$51.5052-Week Range$37.83▼$114.42Volume14,256 shsAverage Volume108,553 shsMarket Capitalization$146.46 millionAssets Under Management$150.57 millionDividend Yield1.14%Net Expense Ratio0.50% Stock AnalysisStock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsStock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings Get Simplify Interest Rate Hedge ETF alerts: Email Address About Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX)The Simplify Interest Rate Hedge ETF (PFIX) is an exchange-traded fund that mostly invests in spreads alternatives. The fund is actively managed to provide a hedge against a sharp increase in long-term interest rates. The fund holds OTC interest rate options, US Treasurys, and US Treasury Inflation-Protected Securities (TIPS). PFIX was launched on May 10, 2021 and is managed by Simplify.Read More PFIX Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart PFIX ETF News HeadlinesMay 24, 2024 | finance.yahoo.comInterest Rate Hedge ETFs in Focus Post Fed MinutesMay 3, 2024 | investing.comSimplify Interest Rate Hedge ETF (PFIX)July 27, 2024 | Crypto Swap Profits (Ad)625,000% GainImagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.April 28, 2024 | bloomberg.comFed Rate Doubts Have Options Traders Covering Both Hikes and CutsApril 22, 2024 | seekingalpha.comPFIX: Good Product But Risky Part Of CycleMarch 17, 2024 | marketwatch.comFinancials Flat as Traders Hedge on Rate View -- Financials RoundupMarch 10, 2024 | seekingalpha.comEDV: A Great ETF To Hedge Your Portfolio Against A RecessionFebruary 23, 2024 | marketwatch.comFinancials Up as Traders Hedge on Rate View -- Financials RoundupJuly 27, 2024 | Crypto Swap Profits (Ad)625,000% GainImagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.February 7, 2024 | markets.businessinsider.comInvestors have pulled $150 billion out of stockpicking hedge funds over the past 5 yearsSee More Headlines Receive PFIX Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Simplify Interest Rate Hedge ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssuerSimplify Asset Management Fund NameSimplify Interest Rate Hedge ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:PFIX Inception Date5/10/2021 Fund ManagerPaul Kim, David Berns, Shailesh Gupta, Michael Green WebN/A PhoneN/AFund Focus Asset ClassFixed Income BenchmarkN/A CategoryBroad Debt FocusStrategy Development LevelDeveloped Markets RegionNorth America Number of Holdings14 Fund Statistics Assets Under Management$150.57 million Average Daily Volume$0.00 Discount/Premium-0.60% Administrator, Advisor and Custodian AdministratorThe Bank of New York Mellon Corporation AdvisorSimplify Asset Management Inc. CustodianThe Bank of New York Mellon Corporation DistributorForeside Fund Services, LLC Transfer AgentThe Bank of New York Mellon Corporation TrusteeN/A Lead Market MakerJane Street Options OptionableOptionable Options Volume1 Put Options1 Call Options1 Short Interest10,700 shs Miscellaneous Outstanding Shares3,030,000Beta-0.70 Creation Unit25,000 Creation Fee$500.00 10 Best Cheap Stocks to Buy NowMarketBeat just released its list of 10 cheap stocks that have been overlooked by the market and may be seriously undervalued. Click the link below to see which companies made the list.Get This Free Report Ad Unstoppable Prosperity“Generational Bull Run” IncomingLIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event.You can find out what they are by clicking here now. Simplify Interest Rate Hedge ETF ExpensesTypePFIXStrategy ETFsFixed Income ETFsNYSEARCA ETFsAll ETFsManagement Fee0.50%0.46%0.32%0.51%0.51%Other Expenses0.00%0.39%0.26%0.59%0.54%Total Expense0.50%0.62%0.40%0.74%0.71%Fee Waiver0.00%-0.42%-0.25%-0.69%-0.59%Net Expense0.50%0.52%0.35%0.58%0.58% Simplify Interest Rate Hedge ETF (PFIX) HoldingsTop 10 PFIX HoldingsT 0 1/4 09/30/25 GovtHolding Weight: 34.16%B 08/13/24 GovtHolding Weight: 27.75%B 09/19/24 GovtHolding Weight: 25.65%SWAPTION 4.5% SOFR 5/10/30 MSXHolding Weight: 5.13%SWAPTION 05/10/2030 P4.25/SOFR BOYHolding Weight: 2.40%SWAPTION 05/10/2030 P4.25/SOFR GSYHolding Weight: 1.96%SWAPTION 4.5% SOFR 5/10/30 BRCHolding Weight: 1.75%SWAPTION 05/10/30 P4.50/SOFR GSXHolding Weight: 1.37%Pathward Financial(NASDAQ:CASH)Holding Weight: 0.20%IRS 2.11 5/15/48Holding Weight: 0.01%Full Holdings Details Similar ETFsiShares MSCI Israel ETFNYSEARCA:EISLeaderShares AlphaFactor US Core Equity ETFNYSEARCA:LSAFPacer Trendpilot International ETFNYSEARCA:PTINCore Alternative ETFNYSEARCA:CCOROptimize Strategy Index ETFNASDAQ:OPTZInstitutional OwnershipPark Edge Advisors LLCBought 26,710 shares on 7/26/2024Ownership: 2.145%Professional Financial Advisors LLCSold 527 shares on 7/18/2024Ownership: 0.493%Zazove Associates LLCSold 3,800 shares on 6/4/2024Ownership: 0.444%Comerica BankBought 400 shares on 5/17/2024Ownership: 0.045%Torno Capital LLCSold 11,000 shares on 5/15/2024Ownership: 0.000%View All Institutional Transactions PFIX ETF - Frequently Asked Questions How have PFIX shares performed this year? Simplify Interest Rate Hedge ETF's stock was trading at $40.00 at the beginning of 2024. Since then, PFIX stock has increased by 20.8% and is now trading at $48.3350. View the best growth stocks for 2024 here. Who are Simplify Interest Rate Hedge ETF's major shareholders? Simplify Interest Rate Hedge ETF's top institutional shareholders include Park Edge Advisors LLC (2.15%) and Professional Financial Advisors LLC (0.49%). How do I buy shares of Simplify Interest Rate Hedge ETF? Shares of PFIX stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here. This page (NYSEARCA:PFIX) was last updated on 7/27/2024 by MarketBeat.com Staff From Our Partners625,000% GainImagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...Crypto Swap Profits | Sponsored“Generational Bull Run” IncomingLIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 sp...Unstoppable Prosperity | SponsoredRare signal predicts 50% market drop - before electionThe market is near all-time highs, we're told that unemployment is low, AI's a gift to humanity, and the FED w...Behind the Markets | SponsoredThis student turned $1,300 into $45,000 in just 4 Months!With the help of S.A.M. (my new AI-powered scanner) it's now easier than ever to find these unique trades... ...Monument Traders Alliance | SponsoredCollapse of the PetrodollarThe death of the "petrodollar" seems imminent. And the implications could not be worse for Americans. Ru...Colonial Metals | SponsoredFormer Hedge Fund Manager Issues Crash PredictionOur No. 1 stock for the rare "millionaire window" opening NOW According to Wall Street legend Whitney Tilso...Stansberry Research | SponsoredBrace Yourself: Experts calling for Bitcoin to hit $100kFor the past few months, Bitcoin has been trading flat… It's been stuck around the $60,000 to $72,000 range...Crypto 101 Media | SponsoredBreaking News: Elon Musk Invents New Type of A.I. (Shocking)Could Elon's New Device be Bigger than the iPhone? According to 30-year Silicon Valley and Wall Street vete...InvestorPlace | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Simplify Interest Rate Hedge ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Simplify Interest Rate Hedge ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
