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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.

New
Increased
Maintained
Reduced
Closed

503% more capital invested

Capital invested by funds: $3.46M → $20.9M (+$17.4M)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

40% more funds holding

Funds holding: 5 → 7 (+2)

18.64% more ownership

Funds ownership: 25.58% → 44.22% (+19%)

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
2
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Simplify Asset Management
Nevada
+$12M
2
FEG
Financial Enhancement Group
Indiana
+$5.13M
3
PFG
Pacific Financial Group
Washington
+$839K
4
CA
Cambridge Advisors
Nebraska
+$351K
5
IA
IFP Advisors
Florida
+$181K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$362K
2
IAIM
International Assets Investment Management
Florida
-$311K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$11.8M +$12M +443,892 New
FEG
2
Financial Enhancement Group
Indiana
$5.03M +$5.13M +189,517 New
PFG
3
Pacific Financial Group
Washington
$1.92M +$839K +30,997 +75%
IA
4
IFP Advisors
Florida
$1.82M +$181K +6,697 +11%
CA
5
Cambridge Advisors
Nebraska
$344K +$351K +12,956 New
LS
6
Leelyn Smith
Illinois
$2K +$2K +74 New
OMC
7
Old Mission Capital
Illinois
– -$362K -13,388 Closed
IAIM
8
International Assets Investment Management
Florida
– -$311K -11,500 Closed

SVOL Hedge Fund Activity: Q3 2021 in Review

7 of the 5,712 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.