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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 %
JSL
51
JT Stratford LLC
Georgia
$408K +$408K +19,636 New
TSS
52
Two Sigma Securities
New York
$404K +$404K +19,447 New
TWC
53
TD Waterhouse Canada
Ontario, Canada
$394K +$320K +15,350 +432%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$376K – – –
BW
55
Bison Wealth
Georgia
$366K -$935K -44,989 -72%
RPGK
56
Retirement Planning Group (Kansas)
Kansas
$353K -$24.7K -1,190 -7%
AWS
57
Atria Wealth Solutions
New York
$342K +$8.32K +400 +2%
OPS
58
Orion Portfolio Solutions
Nebraska
$341K +$341K +16,418 New
BCI
59
Brinker Capital Investments
Pennsylvania
$341K +$341K +16,418 New
BOSSRA
60
B.O.S.S. Retirement Advisors
Utah
$336K +$336K +16,147 New
UBS Group
61
UBS Group
Switzerland
$306K +$306K +14,716 +1,471,600%
HighTower Advisors
62
HighTower Advisors
Illinois
$277K +$277K +13,321 New
VIM
63
Vista Investment Management
Pennsylvania
$261K +$261K +12,553 New
CW
64
CreativeOne Wealth
Kansas
$253K +$253K +12,188 New
BAM
65
Belpointe Asset Management
Nevada
$234K +$1.48K +66 +0.6%
BIP
66
Blueprint Investment Partners
North Carolina
$214K +$214K +10,313 New
SBIA
67
Sheaff Brock Investment Advisors
Indiana
$208K +$12.5K +600 +6%
Wolverine Trading
68
Wolverine Trading
Illinois
$207K +$207K +9,863 New
OIA
69
OneDigital Investment Advisors
Kansas
$204K -$886K -42,598 -81%
AAP
70
Arax Advisory Partners
Colorado
$177K +$25.9K +1,246 +17%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$175K +$17.4K +835 +11%
FWA
72
FSC Wealth Advisors
New York
$95.2K +$95.2K +4,578 New
WA
73
Whipplewood Advisors
Colorado
$93.9K +$93.9K +4,516 New
IA
74
IFP Advisors
Florida
$87.8K -$3.47K -167 -4%
DRP
75
Decker Retirement Planning
Utah
$73.1K +$73.1K +3,514 New
1 2
3
4 5