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.
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
Top Buyers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.6M |
| 2 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
+$8.93M |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$2.68M |
| 4 |
Jane Street
New York
|
+$2.23M |
| 5 |
Morgan Stanley
New York
|
+$1.88M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$56K | -2,551 | Closed |
|
102
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$48K | -2,200 | Closed |
|
|
PWM
103
Partnership Wealth Management
Towson,
Maryland
| – | -$48.3K | -2,200 | Closed |
|
104
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$22K | -1,001 | Closed |
|
|
HT
105
Headlands Technologies
Chicago,
Illinois
| – | -$6.59K | -300 | Closed |
|
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.