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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

48 hedge funds and large institutions have $92.8M invested in Simplify Volatility Premium ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
19
Reduced
10
Closed
4
Calls
$1.17M
Puts
$1.01M
Net Calls
+$168K
Net Calls Change
+$798K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$18.3M
2
TWM
2
TMD Wealth Management
Arizona
$26.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.28M
4
CP
4
Cumberland Partners
Ontario, Canada
$8.15M
5
CP
5
Castleview Partners
Texas
$2.39M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$0
2
HF
2
HRT Financial
New York
$218K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.05M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$360K -$90.3K -3,960 -20%
CFG
27
Citizens Financial Group
Rhode Island
$342K +$342K +15,000 New
EWM
28
EPG Wealth Management
Georgia
$341K +$32.8K +1,448 +11%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$306K -$43.4K -1,904 -12%
TI
30
Tidal Investments
Wisconsin
$229K -$97.5K -4,282 -30%
HF
31
HRT Financial
New York
$218K -$998K -44,012 -82%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$133K -$253K -11,099 -66%
Morgan Stanley
33
Morgan Stanley
New York
$109K -$141K -6,203 -56%
AAP
34
Arax Advisory Partners
Colorado
$52.7K +$26.7K +1,174 +103%
IHWM
35
Iron Horse Wealth Management
Iowa
$36.4K +$36.4K +1,600 New
Osaic Holdings
36
Osaic Holdings
Arizona
$28.5K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$18K +$18K +779 New
NMG
38
New Millennium Group
Utah
$15.6K +$15.6K +684 New
UBS Group
39
UBS Group
Switzerland
$14.9K -$18.4K -809 -55%
TRCT
40
Tower Research Capital (TRC)
New York
$8.7K +$8.7K +382 New
TAM
41
Tucker Asset Management
Colorado
$5.01K – – –
AWM
42
Avior Wealth Management
Nebraska
$5.01K – – –
ASN
43
Advisory Services Network
Georgia
$4.56K +$4.56K +200 New
VF
44
VitalStone Financial
Texas
$3K +$3K +122 New
SIS
45
Sound Income Strategies
Florida
$1.8K +$1.8K +79 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$1.34K – – –
Bank of America
47
Bank of America
North Carolina
$433 +$433 +19 New
LFG
48
Larson Financial Group
Missouri
$14 – – –
FEG
49
Financial Enhancement Group
Indiana
– -$2.22M -99,164 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$529K -23,488 Closed
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