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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

65 hedge funds and large institutions have $81.1M invested in Simplify Volatility Premium ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
29
Reduced
12
Closed
8
Calls
$112K
Puts
$128K
Net Calls
-$16K
Net Calls Change
+$938K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.12M
2
PFA
2
Peak Financial Advisors
Colorado
$9.86M
3
CP
3
Cumberland Partners
Ontario, Canada
$6.77M
4
ACM
4
Andina Capital Management
Utah
$1.17M
5
VWA
5
Visionary Wealth Advisors
Illinois
$1.46M

Top Sellers

1
TWM
1
TMD Wealth Management
Arizona
$0
2
AC
2
Avestar Capital
New York
$0
3
AWM
3
AE Wealth Management
Kansas
$3.2M
4
3AM
4
3EDGE Asset Management
Florida
$1.94M
5
Jane Street
5
Jane Street
New York
$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
51
Iron Horse Wealth Management
Iowa
$35.9K – – –
AA
52
AlphaMark Advisors
Kentucky
$21K +$21K +927 New
BAM
53
Belpointe Asset Management
Nevada
$20.8K +$20.8K +927 New
GWS
54
Glassman Wealth Services
Virginia
$11.8K +$5.17K +230 +78%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$9K +$471 +22 +6%
Osaic Holdings
56
Osaic Holdings
Arizona
$5.01K -$30.9K -1,377 -86%
AWM
57
Avior Wealth Management
Nebraska
$4.94K – – –
AA
58
Ancora Advisors
Ohio
$2.27K +$2.27K +101 New
WWP
59
WR Wealth Planners
Missouri
$2.02K +$2.02K +90 New
POIA
60
Pin Oak Investment Advisors
Texas
$2K +$95 +5 +5%
S
61
SignatureFD
Georgia
$1.15K +$1.15K +51 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$1K -$258K -13,936 -100%
TH
63
TCTC Holdings
Texas
$180 +$180 +8 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$45 – – –
UBS Group
65
UBS Group
Switzerland
$22 – – –
LFG
66
Larson Financial Group
Missouri
$15 – – –
TWM
67
TMD Wealth Management
Arizona
– -$32.8M -1,449,085 Closed
AC
68
Avestar Capital
New York
– -$4.36M -191,315 Closed
Wolverine Trading
69
Wolverine Trading
Illinois
– -$468K -20,633 Closed
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
– -$224K -9,881 Closed
TWC
71
TD Waterhouse Canada
Ontario, Canada
– -$90K -4,000 Closed
Simplex Trading
72
Simplex Trading
Illinois
– -$35K -1,585 Closed
VF
73
VitalStone Financial
Texas
– -$5K -226 Closed
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