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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

65 hedge funds and large institutions have $81.1M invested in Simplify Volatility Premium ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
29
Reduced
12
Closed
8
Calls
$112K
Puts
$128K
Net Calls
-$16K
Net Calls Change
+$938K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.12M
2
PFA
2
Peak Financial Advisors
Colorado
$9.86M
3
CP
3
Cumberland Partners
Ontario, Canada
$6.77M
4
ACM
4
Andina Capital Management
Utah
$1.17M
5
VWA
5
Visionary Wealth Advisors
Illinois
$1.46M

Top Sellers

1
TWM
1
TMD Wealth Management
Arizona
$0
2
AC
2
Avestar Capital
New York
$0
3
AWM
3
AE Wealth Management
Kansas
$3.2M
4
3AM
4
3EDGE Asset Management
Florida
$1.94M
5
Jane Street
5
Jane Street
New York
$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
26
Two Sigma Securities
New York
$539K +$539K +23,977 New
Bank of America
27
Bank of America
North Carolina
$511K +$80.5K +3,583 +19%
AWS
28
Aspen Wealth Strategies
Colorado
$499K -$13.1K -579 -3%
CP
29
Castleview Partners
Texas
$491K – – –
CAM
30
CPA Asset Management
Florida
$473K +$161K +7,147 +51%
AFA
31
Atlas Financial Advisors
California
$464K -$78.3K -3,485 -14%
ACA
32
Aptus Capital Advisors
Alabama
$462K +$539 +24 +0.1%
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$436K +$436K +19,424 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$406K – – –
CPL
35
CAP Partners LLC
Tennessee
$348K +$129K +5,764 +59%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$340K +$3.95K +176 +1%
CFG
37
Citizens Financial Group
Rhode Island
$337K – – –
AWS
38
Atria Wealth Solutions
New York
$308K +$308K +13,700 New
OMC
39
Old Mission Capital
Illinois
$306K +$306K +13,619 New
JSL
40
JT Stratford LLC
Georgia
$295K +$295K +13,122 New
WAM
41
Worth Asset Management
Texas
$273K -$216K -9,599 -44%
IWC
42
Integrated Wealth Concepts
Massachusetts
$249K +$13.6K +607 +6%
Morgan Stanley
43
Morgan Stanley
New York
$209K +$135K +6,005 +183%
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$202K +$202K +9,000 New
TI
45
Tidal Investments
Wisconsin
$200K -$6.13K -273 -3%
AAP
46
Arax Advisory Partners
Colorado
$157K +$103K +4,567 +190%
IA
47
IFP Advisors
Florida
$91.3K +$10.8K +480 +13%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$58.5K – – –
FFO
49
Fortitude Family Office
Arizona
$45.6K -$38.1K -1,697 -46%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$43.4K +$7.31K +322 +20%
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