Simplify Volatility Premium ETF
SVOL
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 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more capital invested
Capital invested by funds: $64.9M → $92.8M (+$27.9M)
20% more funds holding
Funds holding: 40 → 48 (+8)
17% more call options, than puts
Call options by funds: $1.17M | Put options by funds: $1M
1.34% more ownership
Funds ownership: 14.46% → 15.8% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$9.68M |
| 2 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$3.86M |
| 3 |
Renaissance Technologies
New York
|
+$3.35M |
| 4 |
CP
Cumberland Partners
Toronto,
Ontario, Canada
|
+$2.48M |
| 5 |
CP
Castleview Partners
Dallas,
Texas
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.22M |
| 2 |
HF
HRT Financial
New York
|
-$993K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$529K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$272K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$252K |
SVOL Hedge Fund Activity: Q4 2023 in Review
48 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q4 2023, worth a combined $92.8M — up 43% from $64.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SVOL positions and 5 closed out — a net gain of 8 holders — while 19 added to existing stakes and 10 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $9.68M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $2.22M sold.
- 48 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q4 2023, up from 40 in Q3 2023.
- Funds reported $92.8M of Simplify Volatility Premium ETF stock for Q4 2023, up 43% quarter-over-quarter.
- 13 funds opened new Simplify Volatility Premium ETF positions in Q4 2023 and 5 closed out, a net change of +8 holders.
- The largest Simplify Volatility Premium ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $9.68M added.
- The largest Simplify Volatility Premium ETF seller in Q4 2023 was Financial Enhancement Group, an estimated $2.22M sold.
Based on aggregated 13F filings for Q4 2023.