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Simplify Volatility Premium ETF
SVOL

24 hedge funds and large institutions have $38M invested in Simplify Volatility Premium ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

9% more funds holding

Funds holding: 22 → 24 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6.25% less ownership

Funds ownership: 39.28% → 33.03% (-6.3%)

14% less capital invested

Capital invested by funds: $44.4M → $38M (-$6.31M)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$3.27M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$986K
3
TWM
TMD Wealth Management
Arizona
+$706K
4
IA
IFP Advisors
Florida
+$426K
5
PFG
Pacific Financial Group
Washington
+$393K

Top Sellers

1
SAM
Simplify Asset Management
Nevada
-$13.3M
2
Jane Street
Jane Street
New York
-$726K
3
CA
Cambridge Advisors
Nebraska
-$344K
4
M1FG
Mach-1 Financial Group
Arkansas
-$149K
5
OMC
Old Mission Capital
Illinois
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Worth Asset Management
Texas
– -$35K -1,695 Closed
1
2

SVOL Hedge Fund Activity: Q4 2022 in Review

24 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q4 2022, worth a combined $38M — down 14% from $44.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SVOL positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $3.27M. The largest seller was Simplify Asset Management, cutting an estimated $13.3M.

  • 24 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q4 2022, up from 22 in Q3 2022.
  • Funds reported $38M of Simplify Volatility Premium ETF stock for Q4 2022, down 14% quarter-over-quarter.
  • 5 funds opened new Simplify Volatility Premium ETF positions in Q4 2022 and 3 closed out, a net change of +2 holders.
  • The largest Simplify Volatility Premium ETF buyer in Q4 2022 was OneDigital Investment Advisors, an estimated $3.27M added.
  • The largest Simplify Volatility Premium ETF seller in Q4 2022 was Simplify Asset Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2022.