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Simplify Volatility Premium ETF
SVOL

77 hedge funds and large institutions have $107M invested in Simplify Volatility Premium ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

32% more capital invested

Capital invested by funds: $81.1M → $107M (+$26.2M)

18% more funds holding

Funds holding: 65 → 77 (+12)

0.58% more ownership

Funds ownership: 8.07% → 8.65% (+0.58%)

90% less call options, than puts

Call options by funds: $345K | Put options by funds: $3.57M

Holders
77
Holders Change
+12
Holders Change %
+18.46%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
25
Increased
32
Reduced
11
Closed
13
Calls
$345K
Puts
$3.57M
Net Calls
-$3.22M
Net Calls Change
-$3.21M

Top Buyers

1
PI
Parkside Investments
Illinois
+$6.79M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.55M
3
MLM
Mount Lucas Management
Pennsylvania
+$1.85M
4
ACM
AlphaStar Capital Management
North Carolina
+$1.81M
5
AWM
AE Wealth Management
Kansas
+$1.74M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$16.3M
2
Jane Street
Jane Street
New York
-$3.38M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.69M
4
CA
CoreCap Advisors
Michigan
-$1.15M
5
TSS
Two Sigma Securities
New York
-$539K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$229K +$211K +9,492 +1,024%
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$206K +$8.9K +400 +4%
JP Morgan Chase
53
JP Morgan Chase
New York
$166K -$169K -7,592 -50%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$160K +$152K +6,849 +1,631%
AAP
55
Arax Advisory Partners
Colorado
$159K +$6.23K +280 +4%
Simplex Trading
56
Simplex Trading
Illinois
$134K +$137K +6,137 New
IA
57
IFP Advisors
Florida
$96.4K +$7.28K +327 +8%
TWC
58
TD Waterhouse Canada
Ontario, Canada
$77.2K +$79K +3,550 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$56K – – –
IHWM
60
Iron Horse Wealth Management
Iowa
$48.3K +$13.3K +600 +38%
FFA
61
Farther Finance Advisors
California
$48.3K +$48.9K +2,200 New
PWM
62
Partnership Wealth Management
Maryland
$48.3K +$48.9K +2,200 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$48K +$47.7K +2,146 +3,974%
CA
64
CoreCap Advisors
Michigan
$33.2K -$1.15M -51,687 -97%
OWP
65
ORG Wealth Partners
Texas
$24.9K +$25.2K +1,132 New
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$22K -$20.2K -910 -48%
FWM
67
FSA Wealth Management
Massachusetts
$22K +$22.2K +1,000 New
HT
68
Headlands Technologies
Illinois
$6.59K +$6.67K +300 New
AWM
69
Avior Wealth Management
Nebraska
$4.83K – – –
Osaic Holdings
70
Osaic Holdings
Arizona
$4.74K -$156 -7 -3%
POIA
71
Pin Oak Investment Advisors
Texas
$2K +$222 +10 +10%
WWP
72
WR Wealth Planners
Missouri
$1.98K – – –
S
73
SignatureFD
Georgia
$1.17K +$44 +2 +4%
TH
74
TCTC Holdings
Texas
$176 – – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$44 – – –
1 2
3
4

SVOL Hedge Fund Activity: Q3 2024 in Review

77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q3 2024, worth a combined $107M — up 32% from $81.1M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SVOL positions and 13 closed out — a net gain of 12 holders — while 32 added to existing stakes and 11 trimmed.

The largest buyer was Parkside Investments, opening a new position worth an estimated $6.79M. The largest seller was OneDigital Investment Advisors, cutting an estimated $16.3M.

  • 77 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q3 2024, up from 65 in Q2 2024.
  • Funds reported $107M of Simplify Volatility Premium ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 25 funds opened new Simplify Volatility Premium ETF positions in Q3 2024 and 13 closed out, a net change of +12 holders.
  • The largest Simplify Volatility Premium ETF buyer in Q3 2024 was Parkside Investments, an estimated $6.79M added.
  • The largest Simplify Volatility Premium ETF seller in Q3 2024 was OneDigital Investment Advisors, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2024.