Simplify Downside Interest Rate Hedge Strategy ETF (RFIX) Institutional Ownership $50.02 -0.49 (-0.97%) As of 09:50 AM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Simplify Downside Interest Rate Hedge Strategy ETF (NYSEARCA:RFIX)Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$42.22MNumber ofInstitutional Sellers(last 12 months)0 Get RFIX Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify Downside Interest Rate Hedge Strategy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data RFIX Institutional Buying and Selling by Quarter Simplify Downside Interest Rate Hedge Strategy ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails4/30/2025 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% 2/5/2025Spectrum 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, 10 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), Beacon Capital Management LLC ($4.70M), WJ Interests LLC ($4.08M), POM Investment Strategies LLC ($1.90M), Prosperity Wealth Management Inc. ($823K), and Authentikos Wealth Advisory LLC ($610K).Learn more on RFIX's institutional investors. Which institutional investors have been buying Simplify Downside Interest Rate Hedge Strategy ETF stock? Of the 10 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), Beacon Capital Management LLC ($87.87K), POM Investment Strategies LLC ($35.43K), Prosperity Wealth Management Inc. ($15.38K), Authentikos Wealth Advisory LLC ($11.40K), and Whalen Wealth Management Inc. ($9.28K). How much institutional buying is happening at Simplify Downside Interest Rate Hedge Strategy ETF? Institutional investors have bought a total of 789,205 shares in the last 24 months. This purchase volume represents approximately $42.22M in transactions. Related Companies Pacer Trendpilot International ETF Institutional Ownership TrueShares Low Volatility Equity Income ETF Institutional Ownership SPDR MSCI World StrategicFactors ETF Institutional Ownership Invesco Golden Dragon China ETF Institutional Ownership iShares MSCI Turkey ETF Institutional Ownership Barrons 400 ETF Institutional Ownership Pacer Trendpilot US Bond ETF Institutional Ownership iShares MSCI Peru and Global Exposure ETF Institutional Ownership SPDR S&P 1500 Momentum Tilt ETF Institutional Ownership BNY Mellon Concentrated International ETF Institutional Ownership This page (NYSEARCA:RFIX) was last updated on 5/2/2025 by MarketBeat.com Staff From Our PartnersHere’s How to Claim Your Stake in Elon’s Private Company, xAII predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...Brownstone Research | SponsoredWarning: “DOGE Collapse” imminentElon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...Altimetry | SponsoredGold Alert: The Truth About Fort Knox Is ComingOwning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...Golden Portfolio | SponsoredThe Trump Dump is starting; Get out of stocks now?The first 365 days of the Trump presidency… Will be the best time to get rich in American history.Paradigm Press | SponsoredURGENT: This Altcoin Opportunity Won’t Wait – Act NowMy friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...Crypto Swap Profits | SponsoredTrump to redistribute trillions of dollars Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...Porter & Company | SponsoredMassive dollar overhaul underway in D.C.?Trump's plan to save the U.S. Dollar The U.S. Dollar is crashing, and our reserve currency status is now in...Stansberry Research | SponsoredHow to invest in Elon Musk’s Optimus before its launchElon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...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 Downside Interest Rate Hedge Strategy ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Simplify Downside Interest Rate Hedge Strategy 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.