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Simplify Downside Interest Rate Hedge Strategy ETF (RFIX) Institutional Ownership

$47.69 +0.91 (+1.95%)
As of 05/22/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Simplify Downside Interest Rate Hedge Strategy ETF (NYSEARCA:RFIX)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$55.33M
Number of
Institutional Sellers
(last 12 months)
0
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RFIX Institutional Buying and Selling by Quarter

Simplify Downside Interest Rate Hedge Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC11,205$599K0.0%N/A0.380%
5/16/2025 Cove Street Capital LLC1,301$70K0.1%N/A0.044%
5/16/2025 Ancora Advisors LLC1,900$102K0.0%N/A0.064%
5/13/2025 HighTower Advisors LLC69,080$3.70M0.0%N/A2.342%
5/12/2025 Townsquare Capital LLC10,780$577K0.0%N/A0.365%
5/8/2025 FSA Advisors Inc.7,626$408K0.3%N/A0.259%
5/6/2025 AE Wealth Management LLC111,835$5.98M0.1%N/A3.791%
5/6/2025 Mount Lucas Management LP30,000$1.61M0.5%N/A1.017%
5/5/2025 Transce3nd LLC1,215$65K0.0%N/A0.041%
4/30/2025 POM Investment Strategies LLC35,430$1.90M2.2%N/A1.201%
4/30/2025 Trek Financial LLC233,253$12.48M0.9%N/A7.907%
4/24/2025 Decker Retirement Planning Inc.1,867$100K0.1%N/A0.060%
4/22/2025 Whalen Wealth Management Inc.9,275$496K0.3%N/A0.296%
4/21/2025 WJ Interests LLC76,160$4.08M1.9%+6.9%2.433%
4/21/2025 Beacon Capital Management LLC87,870$4.70M0.6%N/A2.807%
4/18/2025 Prosperity Wealth Management Inc.15,384$823K0.4%N/A0.492%
4/17/2025 Authentikos Wealth Advisory LLC11,404$610K0.5%N/A0.364%
4/10/2025 Fluent Financial LLC388,897$20.81M9.1%N/A12.425%
2/5/2025 Spectrum Wealth Counsel LLC930$49K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

RFIX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RFIX shares?

During the previous two years, 19 institutional investors and hedge funds held shares of Simplify Downside Interest Rate Hedge Strategy ETF. The most heavily invested institutionals were Fluent Financial LLC ($20.81M), Trek Financial LLC ($12.48M), AE Wealth Management LLC ($5.98M), Beacon Capital Management LLC ($4.70M), WJ Interests LLC ($4.08M), HighTower Advisors LLC ($3.70M), and POM Investment Strategies LLC ($1.90M).Learn more on RFIX's institutional investors.

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

Of the 19 institutional investors that purchased Simplify Downside Interest Rate Hedge Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fluent Financial LLC ($388.90K), Trek Financial LLC ($233.25K), AE Wealth Management LLC ($111.84K), Beacon Capital Management LLC ($87.87K), HighTower Advisors LLC ($69.08K), POM Investment Strategies LLC ($35.43K), and Mount Lucas Management LP ($30K).

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

Institutional investors have bought a total of 1,034,147 shares in the last 24 months. This purchase volume represents approximately $55.33M in transactions.



This page (NYSEARCA:RFIX) was last updated on 5/23/2025 by MarketBeat.com Staff
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