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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 %
ACM
76
Anfield Capital Management
California
$55.2K +$55.2K +2,654 New
FWM
77
FSA Wealth Management
Massachusetts
$31.2K +$10.4K +500 +50%
CA
78
Crewe Advisors
Utah
$27.2K +$27.2K +1,307 New
Osaic Holdings
79
Osaic Holdings
Arizona
$26.4K +$21.9K +1,055 +488%
OWP
80
ORG Wealth Partners
Texas
$23.5K – – –
TAM
81
Tucker Asset Management
Colorado
$14.3K +$14.3K +687 New
WIM
82
Westside Investment Management
California
$10.4K +$10.4K +500 New
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$9K -$137K -6,821 -94%
AWM
84
Avior Wealth Management
Nebraska
$7.48K +$2.91K +140 +64%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$6.3K +$6.3K +303 New
IHWM
86
Iron Horse Wealth Management
Iowa
$4.16K -$41.6K -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 +$21 +1 +2%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$686 +$686 +33 New
TH
91
TCTC Holdings
Texas
$166 – – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$21 -$21 -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
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4
5