Simplify Volatility Premium ETF
SVOL
7 hedge funds and large institutions have $20.9M invested in Simplify Volatility Premium ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.
2,653% more capital inflows, than outflows
Capital inflows: $18.5M | Capital outflows: $673K
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
40% more funds holding
Funds holding: 5 → 7 (+2)
15.7% more ownership
Funds ownership: 3.05% → 18.74% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Simplify Asset Management
Las Vegas,
Nevada
|
+$12M |
| 2 |
Financial Enhancement Group
Anderson,
Indiana
|
+$5.13M |
| 3 |
Pacific Financial Group
Bellevue,
Washington
|
+$839K |
| 4 |
Cambridge Advisors
Omaha,
Nebraska
|
+$351K |
| 5 |
IFP Advisors
Tampa,
Florida
|
+$181K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$362K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$311K |
SVOL Hedge Fund Activity: Q3 2021 in Review
7 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q3 2021, worth a combined $20.9M — up 503% from $3.46M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SVOL positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Simplify Asset Management, opening a new position worth an estimated $12M. The largest seller was Old Mission Capital, exiting entirely with an estimated $362K sold.
- 7 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q3 2021, up from 5 in Q2 2021.
- Funds reported $20.9M of Simplify Volatility Premium ETF stock for Q3 2021, up 503% quarter-over-quarter.
- 4 funds opened new Simplify Volatility Premium ETF positions in Q3 2021 and 2 closed out, a net change of +2 holders.
- The largest Simplify Volatility Premium ETF buyer in Q3 2021 was Simplify Asset Management, an estimated $12M added.
- The largest Simplify Volatility Premium ETF seller in Q3 2021 was Old Mission Capital, an estimated $362K sold.
Based on aggregated 13F filings for Q3 2021.