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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

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.

Holders
12
Holders Change
+5
Holders Change %
+71.43%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Simplify Asset Management
Nevada
$22.7M
2
CP
2
Cumberland Partners
Ontario, Canada
$3.9M
3
OMC
3
Old Mission Capital
Illinois
$1.81M
4
BS
4
Boenning & Scattergood
Pennsylvania
$899K
5
CWM
5
Collaborative Wealth Management
Florida
$403K

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$0
2
PFG
2
Pacific Financial Group
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$22.7M 840,269 +396,377 +89%
CP
2
Cumberland Partners
Ontario, Canada
$3.9M 142,663 +142,663 New
IA
3
IFP Advisors
Florida
$1.88M 69,261 +1,067 +2%
OMC
4
Old Mission Capital
Illinois
$1.81M 67,196 +67,196 New
BS
5
Boenning & Scattergood
Pennsylvania
$899K 33,310 +33,310 New
CA
6
Cambridge Advisors
Nebraska
$505K 18,699 +5,743 +44%
CWM
7
Collaborative Wealth Management
Florida
$403K 14,948 +14,948 New
UBS Group
8
UBS Group
Switzerland
$33K 1,228 +1,228 New
M1FG
9
Mach-1 Financial Group
Arkansas
$19K 725 +725 New
LS
10
Leelyn Smith
Illinois
$2K 77 +3 +4%
FEG
11
Financial Enhancement Group
Indiana
– – -189,517 Closed
PFG
12
Pacific Financial Group
Washington
– – -72,524 Closed
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$0 10 – –
CFGS
14
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
15
Fidelity Investments
Massachusetts
$0 1 +1 New