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Simplify Volatility Premium ETF
SVOL

77 hedge funds and large institutions have $107M invested in Simplify Volatility Premium ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

32% more capital invested

Capital invested by funds: $81.1M → $107M (+$26.2M)

18% more funds holding

Funds holding: 65 → 77 (+12)

0.58% more ownership

Funds ownership: 8.07% → 8.65% (+0.58%)

90% less call options, than puts

Call options by funds: $345K | Put options by funds: $3.57M

Holders
77
Holders Change
+12
Holders Change %
+18.46%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
25
Increased
32
Reduced
11
Closed
13
Calls
$345K
Puts
$3.57M
Net Calls
-$3.22M
Net Calls Change
-$3.21M

Top Buyers

1
PI
Parkside Investments
Illinois
+$6.79M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.55M
3
MLM
Mount Lucas Management
Pennsylvania
+$1.85M
4
ACM
AlphaStar Capital Management
North Carolina
+$1.81M
5
AWM
AE Wealth Management
Kansas
+$1.74M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$16.3M
2
Jane Street
Jane Street
New York
-$3.38M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.69M
4
CA
CoreCap Advisors
Michigan
-$1.15M
5
TSS
Two Sigma Securities
New York
-$539K
Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
26
Park Edge Advisors
Ohio
$1.11M +$171K +7,693 +18%
DWM
27
Drive Wealth Management
Utah
$1.07M +$1.08M +48,542 New
LPL Financial
28
LPL Financial
California
$1.02M +$1.03M +46,341 New
Bank of America
29
Bank of America
North Carolina
$879K +$385K +17,292 +76%
CAM
30
CPA Asset Management
Florida
$839K +$381K +17,142 +81%
CA
31
Cambridge Advisors
Nebraska
$824K +$194K +8,725 +30%
AFP
32
Ausdal Financial Partners
Iowa
$736K – – –
AWA
33
Arkadios Wealth Advisors
Georgia
$667K +$676K +30,379 New
EWM
34
EPG Wealth Management
Georgia
$667K +$676K +30,379 New
CWM
35
Collaborative Wealth Management
Florida
$650K +$93.4K +4,199 +17%
HAS
36
HBW Advisory Services
California
$650K -$82.3K -3,698 -11%
MAWAG
37
Mid-American Wealth Advisory Group
Missouri
$596K +$604K +27,132 New
NWM
38
Napa Wealth Management
California
$555K +$562K +25,281 New
AFA
39
Atlas Financial Advisors
California
$501K +$47.3K +2,128 +10%
AWS
40
Aspen Wealth Strategies
Colorado
$487K +$4.41K +198 +0.9%
ACA
41
Aptus Capital Advisors
Alabama
$433K -$18.7K -842 -4%
HF
42
HRT Financial
New York
$405K -$508K -22,815 -55%
CPL
43
CAP Partners LLC
Tennessee
$403K +$63.7K +2,861 +18%
RPGK
44
Retirement Planning Group (Kansas)
Kansas
$399K -$28.1K -1,264 -7%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$397K – – –
AWS
46
Atria Wealth Solutions
New York
$352K +$51.8K +2,330 +17%
SPC
47
Sigma Planning Corp
Michigan
$337K +$341K +15,344 New
CCP
48
Clarity Capital Partners
California
$297K +$301K +13,527 New
Mariner
49
Mariner
Kansas
$278K +$282K +12,671 New
PWM
50
Prosperity Wealth Management
California
$251K +$254K +11,425 New
1
2
3 4

SVOL Hedge Fund Activity: Q3 2024 in Review

77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q3 2024, worth a combined $107M — up 32% from $81.1M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SVOL positions and 13 closed out — a net gain of 12 holders — while 32 added to existing stakes and 11 trimmed.

The largest buyer was Parkside Investments, opening a new position worth an estimated $6.79M. The largest seller was OneDigital Investment Advisors, cutting an estimated $16.3M.

  • 77 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q3 2024, up from 65 in Q2 2024.
  • Funds reported $107M of Simplify Volatility Premium ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 25 funds opened new Simplify Volatility Premium ETF positions in Q3 2024 and 13 closed out, a net change of +12 holders.
  • The largest Simplify Volatility Premium ETF buyer in Q3 2024 was Parkside Investments, an estimated $6.79M added.
  • The largest Simplify Volatility Premium ETF seller in Q3 2024 was OneDigital Investment Advisors, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2024.