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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

16 hedge funds and large institutions have $48.3M invested in Simplify Volatility Premium ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 3 closing their positions.

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
8
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Pacific Financial Group
Washington
$3.11M
2
SAF
2
Smith Anglin Financial
Texas
$543K
3
WP
3
WealthSource Partners
California
$744K
4
TI
4
Tidal Investments
Wisconsin
$405K
5
SAM
5
Simplify Asset Management
Nevada
$32M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$32M 1,440,784 +17,381 +1%
IA
2
IFP Advisors
Florida
$5.13M 203,126 – –
CP
3
Cumberland Partners
Ontario, Canada
$3.18M 143,541 +9,861 +7%
PFG
4
Pacific Financial Group
Washington
$3.11M 140,086 +29,260 +26%
AFP
5
Ausdal Financial Partners
Iowa
$1.23M 55,412 – –
BS
6
Boenning & Scattergood
Pennsylvania
$896K 40,400 +4,865 +14%
WP
7
WealthSource Partners
California
$744K 33,520 +19,455 +138%
CA
8
Cambridge Advisors
Nebraska
$673K 30,314 +7,723 +34%
SAF
9
Smith Anglin Financial
Texas
$543K 24,458 +24,458 New
TI
10
Tidal Investments
Wisconsin
$405K 18,248 +18,248 New
CWM
11
Collaborative Wealth Management
Florida
$341K 15,376 +15,376 New
M1FG
12
Mach-1 Financial Group
Arkansas
$98K 4,423 +2,439 +123%
BW
13
Bison Wealth
Georgia
$24K 1,080 +1,080 New
Morgan Stanley
14
Morgan Stanley
New York
$8K 350 +350 New
LS
15
Leelyn Smith
Illinois
$2K 83 +3 +4%
OMC
16
Old Mission Capital
Illinois
– – -102,608 Closed
IAIM
17
International Assets Investment Management
Florida
– – -17,305 Closed
Fidelity Investments
18
Fidelity Investments
Massachusetts
– – -1 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$0 10 – –
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –