Simplify Volatility Premium ETF
SVOL
12 hedge funds and large institutions have $32.1M invested in Simplify Volatility Premium ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
71% more funds holding
Funds holding: 7 → 12 (+5)
54% more capital invested
Capital invested by funds: $20.9M → $32.1M (+$11.2M)
0.96% more ownership
Funds ownership: 44.22% → 45.19% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$10.8M |
| 2 |
CP
Cumberland Partners
Toronto,
Ontario, Canada
|
+$3.9M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.84M |
| 4 |
BS
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
+$910K |
| 5 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
+$157K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$5.03M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$1.92M |
SVOL Hedge Fund Activity: Q4 2021 in Review
12 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q4 2021, worth a combined $32.1M — up 54% from $20.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SVOL positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Simplify Asset Management, adding an estimated $10.8M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $5.03M sold.
- 12 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q4 2021, up from 7 in Q3 2021.
- Funds reported $32.1M of Simplify Volatility Premium ETF stock for Q4 2021, up 54% quarter-over-quarter.
- 7 funds opened new Simplify Volatility Premium ETF positions in Q4 2021 and 2 closed out, a net change of +5 holders.
- The largest Simplify Volatility Premium ETF buyer in Q4 2021 was Simplify Asset Management, an estimated $10.8M added.
- The largest Simplify Volatility Premium ETF seller in Q4 2021 was Financial Enhancement Group, an estimated $5.03M sold.
Based on aggregated 13F filings for Q4 2021.