PFIX - Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF
US ˙ ARCA ˙ US82889N8552

Grundlæggende statistik
Institutionelle ejere 52 total, 52 long only, 0 short only, 0 long/short - change of 26,19% MRQ
Gennemsnitlig porteføljeallokering 0.2284 % - change of -9,85% MRQ
Institutionelle aktier (lange) 1.082.373 (ex 13D/G) - change of -0,34MM shares -23,85% MRQ
Institutionel værdi (lang) $ 51.682 USD ($1000)
Institutionelt ejerskab og aktionærer

Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF (US:PFIX) har 52 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,082,373 aktier. Største aktionærer omfatter Jane Street Group, Llc, Drum Hill Capital, LLC, Holcombe Financial, Inc., Commonwealth Equity Services, Llc, Goldman Sachs Group Inc, Hilltop Holdings Inc., Old Mission Capital Llc, Pekin Hardy Strauss, Inc., Citadel Advisors Llc, and Avantax Advisory Services, Inc. .

Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF (ARCA:PFIX) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of September 8, 2025 is 50,74 / share. Previously, on September 9, 2024, the share price was 39,20 / share. This represents an increase of 29,44% over that period.

PFIX / Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

PFIX / Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-08-12 13F MAI Capital Management 6 0
2025-07-10 13F Professional Financial Advisors, LLC 16.486 4,05 871 13,56
2025-08-14 13F Bank Of America Corp /de/ Put 0 -100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 74.037 -7,98 4 0,00
2025-08-12 13F Archer Investment Corp 802 0,00 42 10,53
2025-08-14 13F UBS Group AG 10 -98,54 1 -100,00
2025-04-23 13F Perigon Wealth Management, LLC 0 -100,00 0
2025-08-19 13F Newbridge Financial Services Group, Inc. 13.333 705
2025-05-14 13F Comerica Bank 0 -100,00 0
2025-08-13 13F Thomas J. Herzfeld Advisors, Inc. 0 -100,00 0
2025-08-04 13F Creekmur Asset Management LLC 0 0
2025-08-12 13F LPL Financial LLC 16.764 886
2025-05-13 13F Zazove Associates Llc 0 -100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 12.299 650
2025-08-14 13F Jane Street Group, Llc 416.853 2,62 22.027 11,89
2025-07-21 13F DHJJ Financial Advisors, Ltd. 1 0,00 0
2025-08-14 13F Mml Investors Services, Llc 10.099 -7,65 1
2025-07-16 13F Maridea Wealth Management LLC 13.622 720
2025-07-24 13F Comprehensive Money Management Services LLC 4.265 3,02 225 12,50
2025-08-11 13F Principal Securities, Inc. 657 228,50 35 240,00
2025-07-15 13F Drum Hill Capital, LLC 110.320 0,47 5.829 9,57
2025-05-13 13F Global View Capital Management LLC 0 -100,00 0
2025-04-22 13F Runnymede Capital Advisors, Inc. 0 -100,00 0
2025-05-15 13F Bank Of America Corp /de/ 0 -100,00 0 -100,00
2025-08-13 13F Luminist Capital LLC 3.380 -7,14 178 2,31
2025-08-15 13F Morgan Stanley 477 1.603,57 25 2.400,00
2025-08-08 13F Avantax Advisory Services, Inc. 22.623 62,71 1.195 77,56
2025-08-14 13F Raymond James Financial Inc 1.004 53
2025-08-08 13F Cetera Investment Advisers 0 -100,00 0
2025-07-08 13F Holcombe Financial, Inc. 83.964 132,86 4.437 153,92
2025-08-06 13F Pekin Hardy Strauss, Inc. 26.185 1.384
2025-07-28 13F Copia Wealth Management 1.345 -39,14 71 -33,64
2025-04-28 13F Mutual Advisors, LLC 0 -100,00 0 -100,00
2025-08-14 13F Old Mission Capital Llc 27.022 1.428
2025-08-04 13F Integrity Alliance, Llc. 4.831 255
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-08-14 13F Citadel Advisors Llc Put 0 -100,00 0
2025-08-13 13F Transce3nd, LLC 18 350,00 1
2025-08-14 13F Royal Bank Of Canada 800 42
2025-08-19 13F Anchor Investment Management, LLC 5.075 -0,98 268 8,06
2025-08-01 13F Envestnet Asset Management Inc 8.561 -85,31 452 -83,99
2025-08-14 13F Mercer Global Advisors Inc /adv 8.680 -14,28 459 -6,53
2025-08-11 13F Compass Capital Corp /ma/ /adv 4.318 233
2025-08-12 13F Global Retirement Partners, LLC 2.503 132
2025-08-14 13F Goldman Sachs Group Inc 31.400 -75,02 1.659 -72,76
2025-05-12 13F Fmr Llc 0 -100,00 0
2025-05-20 13F Fortis Capital Advisors, LLC 0 -100,00 0
2025-07-24 13F Us Bancorp \de\ 145 0,00 8 0,00
2025-08-13 13F Global Endowment Management, LP 4.000 -33,33 211 -27,24
2025-08-14 13F Citadel Advisors Llc Call 0 -100,00 0
2025-08-14 13F Hrt Financial Lp 15.448 1
2025-08-05 13F Simplex Trading, Llc 4.382 3.462,60 0
2025-08-12 13F Jpmorgan Chase & Co 60 650,00 3
2025-07-11 13F Farther Finance Advisors, LLC 555 0,00 29 11,54
2025-08-14 13F Atomi Financial Group, Inc. 13.333 705
2025-07-29 13F Stratos Wealth Advisors, LLC 15.133 9,75 800 19,61
2025-09-04 13F/A Advisor Group Holdings, Inc. 11.233 23,94 594 35,08
2025-07-14 13F S.A. Mason LLC 1.431 0,00 76 8,70
2025-05-20 13F Belpointe Asset Management LLC 0 -100,00 0
2025-08-14 13F Hilltop Holdings Inc. 27.070 24,52 1.430 35,80
2025-07-09 13F Reyes Financial Architecture, Inc. 1.336 71
2025-08-12 13F Proequities, Inc. 0 0
2025-04-16 13F Defined Financial Planning LLC 0 -100,00 0
2025-05-13 13F HighTower Advisors, LLC 0 -100,00 0 -100,00
2025-08-12 13F Steward Partners Investment Advisory, Llc 1.010 0,00 53 10,42
2025-08-13 13F Rsm Us Wealth Management Llc 0 -100,00 0
2025-08-14 13F Napa Wealth Management 9.021 -18,65 477 -11,36
2025-08-08 13F Advyzon Investment Management, LLC 20.873 1.103
2025-08-14 13F Citadel Advisors Llc 25.292 19,14 1.336 29,96
2025-08-14 13F Wells Fargo & Company/mn 1 0,00 0
2025-08-06 13F AE Wealth Management LLC 28 -17,65 1 0,00
2025-04-30 13F J Hagan Capital, Inc. 5.411 283
2025-07-15 13F Avaii Wealth Management, Llc 4.871 257
2025-05-15 13F Integrated Wealth Concepts LLC 0 -100,00 0
2025-08-01 13F Ferguson Shapiro LLC 0 -100,00 0
2025-04-10 13F Park Edge Advisors, LLC 0 -100,00 0
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