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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

61 hedge funds and large institutions have $113M invested in Simplify Volatility Premium ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
+13
Holders Change %
+27.08%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
21
Reduced
12
Closed
9
Calls
–
Puts
$954K
Net Calls
-$954K
Net Calls Change
-$1.12M

Top Buyers

1
TWM
1
TMD Wealth Management
Arizona
$32.8M
2
Jane Street
2
Jane Street
New York
$6.06M
3
AC
3
Avestar Capital
New York
$4.36M
4
3AM
4
3EDGE Asset Management
Florida
$3.34M
5
OCM
5
One Capital Management
California
$2.22M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$0
2
CP
2
Cumberland Partners
Ontario, Canada
$5.87M
3
CP
3
Castleview Partners
Texas
$495K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.99M
5
OIA
5
OneDigital Investment Advisors
Kansas
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$36.3K +$7.93K +350 +28%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$35.9K +$35.9K +1,589 New
Simplex Trading
53
Simplex Trading
Illinois
$35K +$35K +1,585 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$9K -$8.62K -381 -49%
GWS
55
Glassman Wealth Services
Virginia
$6.69K +$6.69K +295 New
VF
56
VitalStone Financial
Texas
$5K +$2.3K +104 +85%
AWM
57
Avior Wealth Management
Nebraska
$4.99K – – –
POIA
58
Pin Oak Investment Advisors
Texas
$2K +$2K +100 New
Fidelity Investments
59
Fidelity Investments
Massachusetts
$45 +$45 +2 New
UBS Group
60
UBS Group
Switzerland
$23 -$15K -651 -100%
LFG
61
Larson Financial Group
Missouri
$14 – – –
ACM
62
AlphaStar Capital Management
North Carolina
– -$3.53M -155,111 Closed
OMC
63
Old Mission Capital
Illinois
– -$754K -33,099 Closed
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
– -$306K -13,442 Closed
NMG
65
New Millennium Group
Utah
– -$15.6K -684 Closed
TRCT
66
Tower Research Capital (TRC)
New York
– -$8.7K -382 Closed
TAM
67
Tucker Asset Management
Colorado
– -$5.01K -220 Closed
ASN
68
Advisory Services Network
Georgia
– -$4.56K -200 Closed
SIS
69
Sound Income Strategies
Florida
– -$1.8K -79 Closed
CIAS
70
Capital Investment Advisory Services
North Carolina
– -$1.34K -59 Closed
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