Simplify Interest Rate Hedge ETF
PFIX

$39.24

4%

Market Cap: $116M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $43.3M [Q1] → $50.8M (+$7.53M) [Q2]

7% more funds holding

Funds holding: 43 [Q1] → 46 (+3) [Q2]

2.27% more ownership

Funds ownership: 32.75% [Q1] → 35.02% (+2.27%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

36% less call options, than puts

Call options by funds: $311K | Put options by funds: $483K

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Research analyst outlook

We haven’t received any recent analyst ratings for PFIX.

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Financial journalist opinion

PFIX: Today's Stimulus Sows Tomorrow's Inflation

The PFIX ETF's short to medium-term outlook is negative due to the Federal Reserve's anticipated rate-cutting cycle in response to a weakening U.S. economy. Despite current challenges, investors may want to keep an eye on the PFIX, as today's Fed rate cuts may lead to tomorrow's inflation. Furthermore, America's budget deficits remain large and unsustainable and may boost long-term interest rates down the line.

PFIX: Today's Stimulus Sows Tomorrow's Inflation

Zacks Investment Research

4 Best ETFs of Last Week

Wall Street was subdued last week.

4 Best ETFs of Last Week

Best-Performing Bond ETFs For 2024

2024 has been a tough year for most bond funds, as delayed rate hikes led to lower bond prices. Some bond ETFs have managed to outperform in spite of these tough conditions. These tend to focus on investments with low, sometimes negative, duration.

Best-Performing Bond ETFs For 2024

PFIX: Trump Policies Potentially Inflationary

With Trump's election odds rising, investors need to start considering the implications of his policies. I believe Trump's policies are inflationary, which may lead to higher long-term interest rates in response. Even if Democrats win, America's fiscal situation remains dire and the path of least resistance may be higher long-term interest rates.

PFIX: Trump Policies Potentially Inflationary

Zacks Investment Research

High Rates to Stay? Secure Your Portfolio With These ETFs

Federal Reserve Governor, Michelle Bowman, recently expressed a hawkish view regarding the future path of interest rates. Look into ETFs to secure your portfolio for any future uncertainties.

High Rates to Stay? Secure Your Portfolio With These ETFs

Zacks Investment Research

Rates to Stay Higher for Longer? ETF Strategies to Play

The Fed's Neel Kashkari believes that it's likely that the Fed will cut interest rates once in 2024, possibly in December.

Rates to Stay Higher for Longer? ETF Strategies to Play

Zacks Investment Research

These Top ETF Stories of April Worth a Look in May

April became the worst month of 2024 for Wall Street. However, on May 1, 2024, Fed Chair Powell kept the rates unchanged and indicated a move to ease back on balance sheet tightening.

These Top ETF Stories of April Worth a Look in May

Zacks Investment Research

April Emerges as Worst Month of 2024: Best ETF Areas

April became the worst month of 2024 for Wall Street with the key equity gauges retreating at least by 3%.

April Emerges as Worst Month of 2024: Best ETF Areas

Zacks Investment Research

5 Niche ETFs That Outperformed Last Week

Wall Street had a tumultuous last week on growing inflation fears and rising geopolitical tensions. While most of the segments suffered losses last week, a few niche corners have performed really well.

5 Niche ETFs That Outperformed Last Week

PFIX: Good Product But Risky Part Of Cycle

Simplify Interest Rate Hedge ETF has thrived in performance and growth, offering a hedge against rising long-term interest rates. PFIX is constructed with a significant position in over-the-counter interest rate options, providing direct exposure to upward moves in interest rates and volatility. PFIX stands out from other ETFs by offering a direct and transparent hedge against rising long-term interest rates through OTC interest rate options.

PFIX: Good Product But Risky Part Of Cycle

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