Simplify Volatility Premium ETF
SVOL
27 hedge funds and large institutions have $58M invested in Simplify Volatility Premium ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
53% more capital invested
Capital invested by funds: $38M → $58M (+$20M)
13% more funds holding
Funds holding: 24 → 27 (+3)
3.83% less ownership
Funds ownership: 33.03% → 29.19% (-3.8%)
Top Buyers
Top Sellers
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.98M |
| 2 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
-$379K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$377K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
-$289K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$43.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $1.02K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$1.11K | +50 | +500% |
|
|
IFG
28
Independent Financial Group
San Diego,
California
| – | -$289K | -13,182 | Closed |
|
|
29
UBS Group
Zurich,
Switzerland
| – | -$43.1K | -1,966 | Closed |
|
|
LS
30
Leelyn Smith
Geneva,
Illinois
| – | -$1.99K | -91 | Closed |
|
SVOL Hedge Fund Activity: Q1 2023 in Review
27 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q1 2023, worth a combined $58M — up 53% from $38M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SVOL positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was TMD Wealth Management, adding an estimated $21.1M. The largest seller was IFP Advisors, cutting an estimated $2.98M.
- 27 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q1 2023, up from 24 in Q4 2022.
- Funds reported $58M of Simplify Volatility Premium ETF stock for Q1 2023, up 53% quarter-over-quarter.
- 7 funds opened new Simplify Volatility Premium ETF positions in Q1 2023 and 3 closed out, a net change of +4 holders.
- The largest Simplify Volatility Premium ETF buyer in Q1 2023 was TMD Wealth Management, an estimated $21.1M added.
- The largest Simplify Volatility Premium ETF seller in Q1 2023 was IFP Advisors, an estimated $2.98M sold.
Based on aggregated 13F filings for Q1 2023.