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Simplify Volatility Premium ETF
SVOL

93 hedge funds and large institutions have $129M invested in Simplify Volatility Premium ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 15

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

21% more funds holding

Funds holding: 77 → 93 (+16)

20% more capital invested

Capital invested by funds: $107M → $129M (+$21.7M)

2.03% more ownership

Funds ownership: 8.65% → 10.68% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

89% less call options, than puts

Call options by funds: $239K | Put options by funds: $2.18M

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
43
Reduced
15
Closed
12
Calls
$239K
Puts
$2.18M
Net Calls
-$1.94M
Net Calls Change
+$1.28M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$13.6M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$8.93M
3
CA
CoreCap Advisors
Michigan
+$2.68M
4
Jane Street
Jane Street
New York
+$2.23M
5
Morgan Stanley
Morgan Stanley
New York
+$1.88M

Top Sellers

1
LIS
Legacy Investment Solutions
Idaho
-$3.2M
2
LWMI
Legacy Wealth Management (Idaho)
Idaho
-$3.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.9M
4
OCM
One Capital Management
California
-$2.55M
5
3AM
3EDGE Asset Management
Florida
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
26
Park Edge Advisors
Ohio
$1.26M +$215K +9,976 +20%
DWM
27
Drive Wealth Management
Utah
$1.24M +$243K +11,295 +23%
FFA
28
Farther Finance Advisors
California
$1.15M +$1.15M +53,270 +2,421%
OMC
29
Old Mission Capital
Illinois
$1.05M +$1.09M +50,601 New
ECA
30
Elevated Capital Advisors
Utah
$1.04M +$1.07M +49,856 New
CCC
31
Compass Capital Corp
Massachusetts
$1M +$1.04M +48,192 New
CA
32
Cambridge Advisors
Nebraska
$962K +$188K +8,705 +23%
FA
33
Fiduciary Alliance
South Carolina
$825K +$856K +39,702 New
CAM
34
CPA Asset Management
Florida
$810K +$16.2K +751 +2%
AWS
35
Aspen Wealth Strategies
Colorado
$805K +$356K +16,529 +75%
NWM
36
Napa Wealth Management
California
$717K +$199K +9,212 +36%
AFP
37
Ausdal Financial Partners
Iowa
$697K – – –
AWA
38
Arkadios Wealth Advisors
Georgia
$665K +$34.4K +1,595 +5%
EWM
39
EPG Wealth Management
Georgia
$652K +$21.6K +1,002 +3%
Bank of America
40
Bank of America
North Carolina
$646K -$194K -8,984 -22%
FA
41
FSA Advisors
Michigan
$644K +$668K +30,995 New
CWM
42
Collaborative Wealth Management
Florida
$626K +$11.5K +532 +2%
SPC
43
Sigma Planning Corp
Michigan
$544K +$233K +10,802 +70%
CCP
44
Clarity Capital Partners
California
$541K +$269K +12,496 +92%
SPIA
45
Steward Partners Investment Advisory
New York
$518K +$537K +24,933 New
PWM
46
Prosperity Wealth Management
California
$497K +$269K +12,493 +109%
HAS
47
HBW Advisory Services
California
$462K -$159K -7,362 -25%
LC
48
Luminist Capital
Michigan
$443K +$459K +21,295 New
CPL
49
CAP Partners LLC
Tennessee
$419K +$39K +1,811 +10%
ACA
50
Aptus Capital Advisors
Alabama
$412K +$1.57K +73 +0.4%
1
2
3 4 5

SVOL Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q4 2024, worth a combined $129M — up 20% from $107M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SVOL positions and 12 closed out — a net gain of 16 holders — while 43 added to existing stakes and 15 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $13.6M. The largest seller was Legacy Investment Solutions, cutting an estimated $3.2M.

  • 93 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $129M of Simplify Volatility Premium ETF stock for Q4 2024, up 20% quarter-over-quarter.
  • 28 funds opened new Simplify Volatility Premium ETF positions in Q4 2024 and 12 closed out, a net change of +16 holders.
  • The largest Simplify Volatility Premium ETF buyer in Q4 2024 was AE Wealth Management, an estimated $13.6M added.
  • The largest Simplify Volatility Premium ETF seller in Q4 2024 was Legacy Investment Solutions, an estimated $3.2M sold.

Based on aggregated 13F filings for Q4 2024.