Simplify Volatility Premium ETF
SVOL
14 hedge funds and large institutions have $52M invested in Simplify Volatility Premium ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
62% more capital invested
Capital invested by funds: $32.1M → $52M (+$19.9M)
17% more funds holding
Funds holding: 12 → 14 (+2)
5.31% more ownership
Funds ownership: 45.19% → 50.49% (+5.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$14.7M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$3.37M |
| 3 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$2.79M |
| 4 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$1.39M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$891K |
Top Sellers
| 1 |
CP
Cumberland Partners
Toronto,
Ontario, Canada
|
-$226K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $34.7M | +$14.7M | +583,134 | +69% |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $5.13M | +$3.37M | +133,865 | +193% |
|
|
CP
3
Cumberland Partners
Toronto,
Ontario, Canada
| $3.26M | -$226K | -8,983 | -6% |
|
|
PFG
4
Pacific Financial Group
Bellevue,
Washington
| $2.71M | +$2.79M | +110,826 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $2.5M | +$891K | +35,412 | +53% |
|
|
AFP
6
Ausdal Financial Partners
Davenport,
Iowa
| $1.35M | +$1.39M | +55,412 | New |
|
|
BS
7
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $867K | +$56K | +2,225 | +7% |
|
|
CA
8
Cambridge Advisors
Omaha,
Nebraska
| $551K | +$98K | +3,892 | +21% |
|
|
IAIM
9
International Assets Investment Management
Orlando,
Florida
| $487K | +$436K | +17,305 | New |
|
|
WP
10
WealthSource Partners
San Luis Obispo,
California
| $343K | +$354K | +14,065 | New |
|
|
M1FG
11
Mach-1 Financial Group
Rogers,
Arkansas
| $48K | +$31.7K | +1,259 | +174% |
|
|
LS
12
Leelyn Smith
Geneva,
Illinois
| $2K | +$76 | +3 | +4% |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$33K | -1,228 | Closed |
|
SVOL Hedge Fund Activity: Q1 2022 in Review
14 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q1 2022, worth a combined $52M — up 62% from $32.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SVOL positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Simplify Asset Management, adding an estimated $14.7M. The largest seller was Cumberland Partners, cutting an estimated $226K.
- 14 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q1 2022, up from 12 in Q4 2021.
- Funds reported $52M of Simplify Volatility Premium ETF stock for Q1 2022, up 62% quarter-over-quarter.
- 4 funds opened new Simplify Volatility Premium ETF positions in Q1 2022 and 1 closed out, a net change of +3 holders.
- The largest Simplify Volatility Premium ETF buyer in Q1 2022 was Simplify Asset Management, an estimated $14.7M added.
- The largest Simplify Volatility Premium ETF seller in Q1 2022 was Cumberland Partners, an estimated $226K sold.
Based on aggregated 13F filings for Q1 2022.