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Simplify Volatility Premium ETF
SVOL

48 hedge funds and large institutions have $92.8M invested in Simplify Volatility Premium ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

43% more capital invested

Capital invested by funds: $64.9M → $92.8M (+$27.9M)

20% more funds holding

Funds holding: 40 → 48 (+8)

17% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $1M

1.34% more ownership

Funds ownership: 14.46% → 15.8% (+1.3%)

Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
19
Reduced
10
Closed
5
Calls
$1.17M
Puts
$1M
Net Calls
+$168K
Net Calls Change
+$798K

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$9.68M
2
TWM
TMD Wealth Management
Arizona
+$3.86M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.35M
4
CP
Cumberland Partners
Ontario, Canada
+$2.48M
5
CP
Castleview Partners
Texas
+$2.37M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$2.22M
2
HF
HRT Financial
New York
-$993K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$529K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$272K
5
IFG
Independent Financial Group
California
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
51
Independent Financial Group
California
– -$252K -11,211 Closed
IA
52
IFP Advisors
Florida
– -$252K -11,189 Closed
AA
53
AlphaMark Advisors
Kentucky
– -$17K -777 Closed
1 2
3

SVOL Hedge Fund Activity: Q4 2023 in Review

48 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q4 2023, worth a combined $92.8M — up 43% from $64.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SVOL positions and 5 closed out — a net gain of 8 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $9.68M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $2.22M sold.

  • 48 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q4 2023, up from 40 in Q3 2023.
  • Funds reported $92.8M of Simplify Volatility Premium ETF stock for Q4 2023, up 43% quarter-over-quarter.
  • 13 funds opened new Simplify Volatility Premium ETF positions in Q4 2023 and 5 closed out, a net change of +8 holders.
  • The largest Simplify Volatility Premium ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $9.68M added.
  • The largest Simplify Volatility Premium ETF seller in Q4 2023 was Financial Enhancement Group, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2023.