NYSEARCA:PFIX Simplify Interest Rate Hedge ETF (PFIX) Price, Holdings, & News → top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (From Traders Agency) (Ad) Free PFIX Stock Alerts $53.48 +1.30 (+2.49%) (As of 04/24/2024 ET) Add Compare Share Share Today's Range$52.83▼$53.8850-Day Range$44.12▼$54.8852-Week Range$37.83▼$114.42Volume35,527 shsAverage Volume134,589 shsMarket Capitalization$159.37 millionAssets Under Management$157.60 millionDividend Yield1.03%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 HeadlinesApril 22, 2024 | seekingalpha.comPFIX: Good Product But Risky Part Of CycleMarch 17, 2024 | marketwatch.comFinancials Flat as Traders Hedge on Rate View -- Financials RoundupApril 25, 2024 | Paradigm Press (Ad)Bitcoin Rockets To Record High But Buy THIS InsteadRecently, Bitcoin smashed through its previous record high to hit $72,720. It’s made many, many people very rich. But one cryptocurrency expert and investing millionaire is declaring…March 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 RoundupFebruary 7, 2024 | markets.businessinsider.comInvestors have pulled $150 billion out of stockpicking hedge funds over the past 5 yearsFebruary 1, 2024 | seekingalpha.comHow Floating Rate Shares Could Earn Over 10%January 31, 2024 | seekingalpha.comPFIX Simplify Interest Rate Hedge ETFApril 25, 2024 | Paradigm Press (Ad)Bitcoin Rockets To Record High But Buy THIS InsteadRecently, Bitcoin smashed through its previous record high to hit $72,720. It’s made many, many people very rich. But one cryptocurrency expert and investing millionaire is declaring…December 27, 2023 | msn.comSimplify Interest Rate Hedge ETF declares monthly distribution of $34.2660See 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 Holdings15 Fund Statistics Assets Under Management$157.60 million Average Daily Volume$0.00 Discount/Premium0.08% 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 Volume2 Put Options1 Call Options2 Miscellaneous Outstanding Shares2,980,000Beta-0.56 Creation Unit25,000 Creation Fee$500.00 10 Best Stocks to Own in 2024Click the link below and we'll send you MarketBeat's list of the 10 best stocks to own in 2024 and why they should be in your portfolio. Get This Free Report Ad Traders Agencytop AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.Click here now for the full details of this stock that’s set to rocket in the AI revolution… Simplify Interest Rate Hedge ETF ExpensesTypePFIXStrategy ETFsFixed Income ETFsNYSEARCA ETFsAll ETFsManagement Fee0.50%0.46%0.32%0.50%0.51%Other Expenses0.00%0.42%0.27%0.64%0.58%Total Expense0.50%0.61%0.40%0.74%0.70%Fee Waiver0.00%-0.44%-0.24%-0.68%-0.57%Net Expense0.50%0.51%0.35%0.58%0.58% Simplify Interest Rate Hedge ETF (PFIX) HoldingsTop 10 PFIX HoldingsT 0 1/4 09/30/25 GovtHolding Weight: 31.41%B 04/16/24 GovtHolding Weight: 25.28%B 07/05/24 GovtHolding Weight: 22.55%SWAPTION 4.5% SOFR 5/10/30 MSXHolding Weight: 7.55%SWAPTION 05/10/2030 P4.25/SOFR BOYHolding Weight: 2.91%SWAPTION 4.5% SOFR 5/10/30 BRCHolding Weight: 2.68%SWAPTION 05/10/30 P4.50/SOFR GSXHolding Weight: 2.66%SWAPTION 05/10/2030 P4.25/SOFR GSYHolding Weight: 2.39%B 05/28/24 GovtHolding Weight: 1.98%Pathward Financial(NASDAQ:CASH)Holding Weight: 0.46%Full Holdings Details Similar ETFsFranklin FTSE Brazil ETFNYSEARCA:FLBRCore Alternative ETFNYSEARCA:CCORT. Rowe Price Ultra Short-Term Bond ETFNYSEARCA:TBUXFlexShares US Quality Low Volatility Index FundNYSEARCA:QLViShares Core 5-10 Year USD Bond ETFNYSEARCA:IMTBInstitutional OwnershipPark Edge Advisors LLCBought 38,293 shares on 4/19/2024Ownership: 1.285%S.A. Mason LLCBought 327 shares on 4/15/2024Ownership: 0.054%Ferguson Shapiro LLCBought 195,938 shares on 4/10/2024Ownership: 6.531%Centaurus Financial Inc.Bought 13,783 shares on 2/26/2024Ownership: 0.705%Lloyd Advisory Services LLC.Bought 15,478 shares on 2/13/2024Ownership: 0.516%View All Institutional Transactions PFIX ETF - Frequently Asked Questions How have PFIX shares performed in 2024? Simplify Interest Rate Hedge ETF's stock was trading at $40.00 on January 1st, 2024. Since then, PFIX stock has increased by 33.7% and is now trading at $53.48. View the best growth stocks for 2024 here. What does PFIX invest in? Simplify Interest Rate Hedge ETF is a fixed income fund issued by Simplify Asset Management. PFIX focuses on strategy investments. The fund's investments total to approximately $157.60 million assets under management. What is the management fee for Simplify Interest Rate Hedge ETF? Simplify Interest Rate Hedge ETF's management fee is 0.50% and has no other recorded expenses or fee waivers. The net expense ratio for PFIX is 0.50%. Who are Simplify Interest Rate Hedge ETF's major shareholders? Simplify Interest Rate Hedge ETF's stock is owned by many different institutional and retail investors. Top institutional shareholders include Ferguson Shapiro LLC (6.53%), Park Edge Advisors LLC (1.29%) and S.A. Mason LLC (0.05%). 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 4/25/2024 by MarketBeat.com Staff From Our PartnersHe Is Giving Away BitcoinCrypto Swap ProfitsBitcoin Rockets To Record High But Buy THIS InsteadParadigm Presstop AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)Traders AgencyThe #1 Crypto for 2024InvestorPlaceEmergency: Biden's $20 Trillion Mistake Could Cost YOU!GoldenCrest MetalsFed launches fourth dollar overhaulStansberry ResearchUrgent Alert: Biden's IRS Targeting Your Money – Act Fast to Protect It!American Alternative1970’s computer coder issues shocking A.I. warningTradeSmith 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. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial 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 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.