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
Top Sellers
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$5.03M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$1.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $22.7M | +$10.8M | +396,377 | +89% |
|
|
CP
2
Cumberland Partners
Toronto,
Ontario, Canada
| $3.9M | +$3.9M | +142,663 | New |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $1.88M | +$29.1K | +1,067 | +2% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $1.81M | +$1.84M | +67,196 | New |
|
|
BS
5
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $899K | +$910K | +33,310 | New |
|
|
CA
6
Cambridge Advisors
Omaha,
Nebraska
| $505K | +$157K | +5,743 | +44% |
|
|
CWM
7
Collaborative Wealth Management
Lake Mary,
Florida
| $403K | +$408K | +14,948 | New |
|
8
UBS Group
Zurich,
Switzerland
| $33K | +$33.5K | +1,228 | New |
|
|
M1FG
9
Mach-1 Financial Group
Rogers,
Arkansas
| $19K | +$19.8K | +725 | New |
|
|
LS
10
Leelyn Smith
Geneva,
Illinois
| $2K | +$82 | +3 | +4% |
|
|
FEG
11
Financial Enhancement Group
Anderson,
Indiana
| – | -$5.03M | -189,517 | Closed |
|
|
PFG
12
Pacific Financial Group
Bellevue,
Washington
| – | -$1.92M | -72,524 | Closed |
|
13
Fidelity Investments
Boston,
Massachusetts
| – | +$27 | +1 | New |
|
SVOL Hedge Fund Activity: Q4 2021 in Review
12 of the 6,498 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.