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Simplify Volatility Premium ETF
SVOL

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

187% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 15

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

21% more funds holding

Funds holding: 77 → 93 (+16)

20% more capital invested

Capital invested by funds: $107M → $129M (+$21.7M)

2.03% more ownership

Funds ownership: 8.65% → 10.68% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

89% less call options, than puts

Call options by funds: $239K | Put options by funds: $2.18M

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.22%
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
AE Wealth Management
Kansas
+$13.6M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$8.93M
3
CA
CoreCap Advisors
Michigan
+$2.68M
4
Jane Street
Jane Street
New York
+$2.23M
5
Morgan Stanley
Morgan Stanley
New York
+$1.88M

Top Sellers

1
LIS
Legacy Investment Solutions
Idaho
-$3.2M
2
LWMI
Legacy Wealth Management (Idaho)
Idaho
-$3.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.9M
4
OCM
One Capital Management
California
-$2.55M
5
3AM
3EDGE Asset Management
Florida
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
76
Anfield Capital Management
California
$55.2K +$57.2K +2,654 New
FWM
77
FSA Wealth Management
Massachusetts
$31.2K +$10.8K +500 +50%
CA
78
Crewe Advisors
Utah
$27.2K +$28.2K +1,307 New
Osaic Holdings
79
Osaic Holdings
Arizona
$26.4K +$22.7K +1,055 +488%
OWP
80
ORG Wealth Partners
Texas
$23.5K – – –
TAM
81
Tucker Asset Management
Colorado
$14.3K +$14.8K +687 New
WIM
82
Westside Investment Management
California
$10.4K +$10.8K +500 New
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$9K -$147K -6,821 -94%
AWM
84
Avior Wealth Management
Nebraska
$7.48K +$3.02K +140 +64%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$6.3K +$6.53K +303 New
IHWM
86
Iron Horse Wealth Management
Iowa
$4.16K -$43.1K -2,000 -91%
POIA
87
Pin Oak Investment Advisors
Texas
$3K – – –
WWP
88
WR Wealth Planners
Missouri
$1.87K – – –
S
89
SignatureFD
Georgia
$1.12K +$22 +1 +2%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$686 +$711 +33 New
TH
91
TCTC Holdings
Texas
$166 – – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$21 -$22 -1 -50%
LFG
93
Larson Financial Group
Missouri
$15 – – –
OCM
94
One Capital Management
California
– -$2.55M -116,213 Closed
3AM
95
3EDGE Asset Management
Florida
– -$2.1M -95,436 Closed
MAWAG
96
Mid-American Wealth Advisory Group
Missouri
– -$596K -27,132 Closed
AFA
97
Atlas Financial Advisors
California
– -$501K -22,807 Closed
HF
98
HRT Financial
New York
– -$405K -18,467 Closed
Mariner
99
Mariner
Kansas
– -$278K -12,671 Closed
Simplex Trading
100
Simplex Trading
Illinois
– -$134K -6,137 Closed
1 2 3
4
5

SVOL Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q4 2024, worth a combined $129M — up 20% from $107M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SVOL positions and 12 closed out — a net gain of 16 holders — while 43 added to existing stakes and 15 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $13.6M. The largest seller was Legacy Investment Solutions, cutting an estimated $3.2M.

  • 93 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $129M of Simplify Volatility Premium ETF stock for Q4 2024, up 20% quarter-over-quarter.
  • 28 funds opened new Simplify Volatility Premium ETF positions in Q4 2024 and 12 closed out, a net change of +16 holders.
  • The largest Simplify Volatility Premium ETF buyer in Q4 2024 was AE Wealth Management, an estimated $13.6M added.
  • The largest Simplify Volatility Premium ETF seller in Q4 2024 was Legacy Investment Solutions, an estimated $3.2M sold.

Based on aggregated 13F filings for Q4 2024.