Simplify Interest Rate Hedge ETFPFIX
PFIX
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
64% more capital invested
Capital invested by funds: $42.7M [Q3] → $69.9M (+$27.1M) [Q4]
26% more funds holding
Funds holding: 38 [Q3] → 48 (+10) [Q4]
2.7% more ownership
Funds ownership: 35.18% [Q3] → 37.88% (+2.7%) [Q4]
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Research analyst outlook
We haven’t received any recent analyst ratings for PFIX.
Financial journalist opinion
Neutral
Zacks Investment Research
1 week ago
6 ETFs Showing Great Resilience Amid Market Sell-Offs
U.S. stocks have been witnessing massive sell-offs this month due to trade tensions. However, these ETFs survived the bloodbath.
Neutral
Business Wire
1 month ago
Net Asset Value Restatement for Simplify Interest Rate Hedge ETF (PFIX)
NEW YORK--(BUSINESS WIRE)--Simplify announces that NAV per share of the PFIX ETF from February 25 to March 7, 2025 has been restated effective March 11, 2025.
Positive
Seeking Alpha
1 month ago
PFIX: A Great ETF To Hedge One's Bond Portfolio
The Simplify Interest Rate Hedge ETF offers a bond portfolio hedged against interest rate hikes, mainly investing in treasury bills and interest rate derivatives. PFIX has high volatility but impressive returns during rising interest rates, making it a strong bet on increasing rates rather than just a hedge. Combining PFIX with long-term bonds can balance risk and returns.
Positive
Zacks Investment Research
2 months ago
ETF Strategies to Play Hot January Inflation
These ETF strategies may help you beat hot inflation.
Positive
Zacks Investment Research
3 months ago
Interest Rate Hedge ETF (PFIX) Hits New 52-Week High
For investors seeking momentum, Simplify Interest Rate Hedge ETF PFIX is probably on the radar. The fund just hit a 52-week high and is up 55% from its 52-week low price of $37.00/share.
Neutral
Zacks Investment Research
3 months ago
5 Top-Performing ETFs of December
Wall Street has delivered a mixed performance over the past month, boosted by the Trump trade, which was somewhat subdued by the hawkish Fed cues.
Positive
Seeking Alpha
4 months ago
PFIX: Whopper Yield Won't Last, This Is A Hedging Tool
PFIX functions as a hedge against interest rate hikes, using long-dated options on 20-year US Treasury bonds and Treasuries. With the Federal Reserve cutting rates, PFIX's near-term returns are likely to be negative, making it less compelling to buy now. PFIX's 80% yield is misleading, stemming from a single distribution in December 2023, and may disappear from screeners soon.
Neutral
Business Wire
4 months ago
Simplify Provides Estimated Capital Gain Distribution Information for 2024
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
Positive
Zacks Investment Research
5 months ago
5 Best-Performing ETFs of October
Wall Street delivered a muted performance in October. But these ETFs returned more than 10%.
Neutral
Seeking Alpha
7 months ago
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.
Charts implemented using Lightweight Charts™