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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

39 hedge funds and large institutions have $64.6M invested in Simplify Volatility Premium ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
11
Reduced
14
Closed
11
Calls
–
Puts
$630K
Net Calls
-$630K
Net Calls Change
-$630K

Top Buyers

1
PFA
1
Peak Financial Advisors
Colorado
$4.29M
2
FEG
2
Financial Enhancement Group
Indiana
$2.22M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.88M
4
ACM
4
AlphaStar Capital Management
North Carolina
$1.79M
5
AWM
5
AE Wealth Management
Kansas
$1.67M

Top Sellers

1
BW
1
Bison Wealth
Georgia
$1.03M
2
PFG
2
Pacific Financial Group
Washington
$0
3
SAM
3
Simplify Asset Management
Nevada
$0
4
OMC
4
Old Mission Capital
Illinois
$343K
5
WAM
5
Worth Asset Management
Texas
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
EPG Wealth Management
Georgia
$305K +$305K +13,566 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$285K -$18.6K -825 -6%
PEA
28
Park Edge Advisors
Ohio
$258K +$24.7K +1,096 +11%
IA
29
IFP Advisors
Florida
$252K -$532K -23,643 -68%
Morgan Stanley
30
Morgan Stanley
New York
$247K +$163K +7,253 +194%
VWA
31
Visionary Wealth Advisors
Illinois
$245K +$245K +10,900 New
UBS Group
32
UBS Group
Switzerland
$32.9K +$32.9K +1,460 +146,000%
Osaic Holdings
33
Osaic Holdings
Arizona
$28.1K -$83.9K -3,725 -75%
AAP
34
Arax Advisory Partners
Colorado
$25.7K +$5.99K +266 +30%
AA
35
AlphaMark Advisors
Kentucky
$17K +$9.3K +425 +121%
AWM
36
Avior Wealth Management
Nebraska
$4.95K +$4.95K +220 New
TAM
37
Tucker Asset Management
Colorado
$4.95K +$4.95K +220 New
CIAS
38
Capital Investment Advisory Services
North Carolina
$1.33K +$1.33K +59 New
LFG
39
Larson Financial Group
Missouri
$13 -$247 -19 -95%
PFG
40
Pacific Financial Group
Washington
– -$4.18M -182,149 Closed
SAM
41
Simplify Asset Management
Nevada
– -$2.74M -119,401 Closed
AWA
42
Arete Wealth Advisors
Illinois
– -$732K -31,915 Closed
BIP
43
Blueprint Investment Partners
North Carolina
– -$644K -28,049 Closed
Wolverine Trading
44
Wolverine Trading
Illinois
– -$339K -14,832 Closed
MML Investors Services
45
MML Investors Services
Massachusetts
– -$323K -14,093 Closed
Jane Street
46
Jane Street
New York
– -$284K -12,396 Closed
HI
47
Harbour Investments
Wisconsin
– -$93.6K -4,078 Closed
LS
48
Liquid Strategies
Georgia
– -$58.6K -2,553 Closed
EWA
49
EverSource Wealth Advisors
Alabama
– -$5.74K -250 Closed
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