Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SIMPLIFY INTEREST RATE HEDGE ETF (PFIX)

35 + Investors. Track Smart Money conviction in PFIX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
2Q ▼
Buyers last Q
44%

Smart Money Signals — PFIX

Based on 35 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PFIX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 71% of 3.0Y peak

71% of all-time peak
35 funds currently hold this stock — 71% of the 3.0-year high of 49 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold PFIX compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

20 buying25 selling
Last quarter: 25 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 15 → 10 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 23% medium ■ 26% new
18 out of 35 hedge funds have held PFIX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

18 → 7 → 15 → 10 → 8 new funds/Q
New funds entering each quarter: 7 → 15 → 10 → 8. PFIX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 6% 1-2yr ■ 29% new
Of 35 current holders: 23 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
7 of 35 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PFIX

How many hedge funds hold PFIX — quarterly history vs. share price
Quarterly hedge fund ownership of PFIX vs. share price

Market Analysis: PFIX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFIX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: PFIX
2026 Q1 Stats Unlock in 9 days 35 + Investors

Track Smart Money conviction in PFIX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 35 44 -20.45%
13F Shares 854K 862K -0.95%
Total Value $41M $42M -1.63%
New Positions 8 10 -2
Increased Positions 12 14 -2
Closed Positions 17 11 +6
Reduced Positions 8 12 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFIX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

35 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFIX. Verified SEC 13F-HR filings.

Top 25 institutional holders of PFIX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Drum Hill Capital, LLC 6.10% 143,638 $6.6M
2 Holcombe Financial, Inc. 2.70% 99,551 $4.6M
3 Urban Wealth Management, LLC 0.61% 12,927 $598K
4 PFG Advisors 0.43% 190,575 $8.8M
5 FSA Investment Group, LLC 0.40% 21,631 $1.0M
6 CVS HEALTH Corp 0.32% 14,500 $670K
7 Luminist Capital LLC 0.22% 3,653 $169K
8 Fortis Capital Advisors, LLC 0.15% 24,520 $1.1M
9 Comprehensive Money Management Services LLC 0.15% 4,815 $223K
10 Pekin Hardy Strauss, Inc. 0.13% 27,015 $1.2M
11 Ball & Co Wealth Management Inc. 0.08% 2,118 —
12 Anchor Investment Management, LLC 0.08% 20,445 $945K
13 Cambridge Advisors Inc. 0.06% 6,182 $286K
14 Belpointe Asset Management LLC 0.05% 31,894 $1.5M
15 B. Riley Wealth Advisors, Inc. 0.04% 12,551 $604K
16 GRIFFIN ASSET MANAGEMENT, INC. 0.03% 6,667 $308K
17 Copia Wealth Management 0.02% 745 $34K
18 SMITH, MOORE & CO. 0.02% 5,005 $231K
19 PRIVATE TRUST CO NA 0.01% 3,026 $140K
20 Archer Investment Corp 0.01% 802 $37K
21 HIGHLINE WEALTH PARTNERS LLC 0.01% 600 $28K
22 Game Plan Financial Advisors, LLC 0.01% 300 $14K
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 69,722 $3.2M
24 Merkkuri Wealth Advisors LLC 0.00% 144 $7K
25 OPPENHEIMER & CO INC 0.00% 5,413 $250K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SIMPLIFY INTEREST RATE HEDGE ETF (PFIX)

What does the Smart Money Trend signal show for PFIX?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PFIX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PFIX?

More sellers than buyers — 44% buying: Last quarter: 25 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PFIX holders?

Smaller funds dominant — 8% AUM from top-100: 7 of 35 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PFIX?

51% of holders stayed for 2+ years: 18 out of 35 hedge funds have held PFIX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.