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

$50.02 -0.49 (-0.97%)
As of 09:50 AM Eastern

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$42.22M
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
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%
2/5/2025Spectrum 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.



This page (NYSEARCA:RFIX) was last updated on 5/2/2025 by MarketBeat.com Staff
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