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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

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 2 closing their positions.

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
11
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
TMD Wealth Management
Arizona
$21.4M
2
OIA
2
OneDigital Investment Advisors
Kansas
$6.31M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$1.18M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$540K
5
SAF
5
Smith Anglin Financial
Texas
$1.12M

Top Sellers

1
IA
1
IFP Advisors
Florida
$2.97M
2
CA
2
Cambridge Advisors
Nebraska
$417K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$628K
4
UBS Group
4
UBS Group
Switzerland
$0
5
TI
5
Tidal Investments
Wisconsin
$375K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$1.02K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1K +$833 +50 +500%
UBS Group
28
UBS Group
Switzerland
– -$43.1K -1,966 Closed
LS
29
Leelyn Smith
Illinois
– -$1.99K -91 Closed
1
2