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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

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
Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.24%
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
1
AE Wealth Management
Kansas
$17.7M
2
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.62M
3
CA
3
CoreCap Advisors
Michigan
$2.61M
4
Jane Street
4
Jane Street
New York
$3.37M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.23M

Top Sellers

1
LIS
1
Legacy Investment Solutions
Idaho
$7.08M
2
LWMI
2
Legacy Wealth Management (Idaho)
Idaho
$7.08M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.66M
4
OCM
4
One Capital Management
California
$0
5
3AM
5
3EDGE Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PEA
26
Park Edge Advisors
Ohio
$1.26M +$207K +9,976 +20%
DWM
27
Drive Wealth Management
Utah
$1.24M +$235K +11,295 +23%
FFA
28
Farther Finance Advisors
California
$1.15M +$1.11M +53,270 +2,421%
OMC
29
Old Mission Capital
Illinois
$1.05M +$1.05M +50,601 New
ECA
30
Elevated Capital Advisors
Utah
$1.04M +$1.04M +49,856 New
CCC
31
Compass Capital Corp
Massachusetts
$1M +$1M +48,192 New
CA
32
Cambridge Advisors
Nebraska
$962K +$181K +8,705 +23%
FA
33
Fiduciary Alliance
South Carolina
$825K +$825K +39,702 New
CAM
34
CPA Asset Management
Florida
$810K +$15.6K +751 +2%
AWS
35
Aspen Wealth Strategies
Colorado
$805K +$344K +16,529 +75%
NWM
36
Napa Wealth Management
California
$717K +$192K +9,212 +36%
AFP
37
Ausdal Financial Partners
Iowa
$697K – – –
AWA
38
Arkadios Wealth Advisors
Georgia
$665K +$33.2K +1,595 +5%
EWM
39
EPG Wealth Management
Georgia
$652K +$20.8K +1,002 +3%
Bank of America
40
Bank of America
North Carolina
$646K -$187K -8,984 -22%
FA
41
FSA Advisors
Michigan
$644K +$644K +30,995 New
CWM
42
Collaborative Wealth Management
Florida
$626K +$11.1K +532 +2%
SPC
43
Sigma Planning Corp
Michigan
$544K +$225K +10,802 +70%
CCP
44
Clarity Capital Partners
California
$541K +$260K +12,496 +92%
SPIA
45
Steward Partners Investment Advisory
New York
$518K +$518K +24,933 New
PWM
46
Prosperity Wealth Management
California
$497K +$260K +12,493 +109%
HAS
47
HBW Advisory Services
California
$462K -$153K -7,362 -25%
LC
48
Luminist Capital
Michigan
$443K +$443K +21,295 New
CPL
49
CAP Partners LLC
Tennessee
$419K +$37.7K +1,811 +10%
ACA
50
Aptus Capital Advisors
Alabama
$412K +$1.52K +73 +0.4%
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