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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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
– -$56K -2,551 Closed
PWM
102
Partnership Wealth Management
Maryland
– -$48.3K -2,200 Closed
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
– -$48K -2,200 Closed
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
– -$22K -1,001 Closed
HT
105
Headlands Technologies
Illinois
– -$6.59K -300 Closed
1 2 3 4
5