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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

61 hedge funds and large institutions have $113M invested in Simplify Volatility Premium ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
+13
Holders Change %
+27.08%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
21
Reduced
12
Closed
9
Calls
–
Puts
$954K
Net Calls
-$954K
Net Calls Change
-$1.12M

Top Buyers

1
TWM
1
TMD Wealth Management
Arizona
$32.8M
2
Jane Street
2
Jane Street
New York
$6.06M
3
AC
3
Avestar Capital
New York
$4.36M
4
3AM
4
3EDGE Asset Management
Florida
$3.34M
5
OCM
5
One Capital Management
California
$2.22M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$0
2
CP
2
Cumberland Partners
Ontario, Canada
$5.87M
3
CP
3
Castleview Partners
Texas
$495K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.99M
5
OIA
5
OneDigital Investment Advisors
Kansas
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Andina Capital Management
Utah
$545K +$545K +24,033 New
AWS
27
Aspen Wealth Strategies
Colorado
$511K +$511K +22,563 New
EWM
28
EPG Wealth Management
Georgia
$510K +$170K +7,492 +50%
CP
29
Castleview Partners
Texas
$495K -$1.89M -83,275 -79%
WAM
30
Worth Asset Management
Texas
$493K -$536K -23,659 -52%
Wolverine Trading
31
Wolverine Trading
Illinois
$468K +$468K +20,633 New
ACA
32
Aptus Capital Advisors
Alabama
$466K +$466K +20,555 New
Bank of America
33
Bank of America
North Carolina
$434K +$434K +19,155 +100,816%
CWM
34
Collaborative Wealth Management
Florida
$410K +$29.9K +1,319 +8%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$410K – – –
CFG
36
Citizens Financial Group
Rhode Island
$340K – – –
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$339K +$207K +9,139 +156%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$317K -$40.7K -1,797 -11%
CAM
39
CPA Asset Management
Florida
$315K +$315K +13,915 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$238K +$238K +10,497 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$224K +$224K +9,881 New
CPL
42
CAP Partners LLC
Tennessee
$220K +$220K +9,726 New
TI
43
Tidal Investments
Wisconsin
$208K -$19.5K -859 -9%
TWC
44
TD Waterhouse Canada
Ontario, Canada
$90K +$90K +4,000 New
FFO
45
Fortitude Family Office
Arizona
$84.4K +$84.4K +3,726 New
IA
46
IFP Advisors
Florida
$81.2K +$81.2K +3,584 New
Morgan Stanley
47
Morgan Stanley
New York
$74.4K -$34.1K -1,503 -31%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$57.9K +$57.9K +2,551 New
AAP
49
Arax Advisory Partners
Colorado
$54.5K +$2.11K +93 +4%
IHWM
50
Iron Horse Wealth Management
Iowa
$36.3K – – –
1
2
3