We are live on ! Find out more
SVOL icon

Simplify Volatility Premium ETF
SVOL

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.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

14% more funds holding

Funds holding: 14 → 16 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.15% less ownership

Funds ownership: 50.49% → 48.34% (-2.1%)

7% less capital invested

Capital invested by funds: $52M → $48.3M (-$3.65M)

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
Pacific Financial Group
Washington
+$674K
2
SAF
Smith Anglin Financial
Texas
+$563K
3
WP
WealthSource Partners
California
+$448K
4
TI
Tidal Investments
Wisconsin
+$420K
5
SAM
Simplify Asset Management
Nevada
+$400K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$2.5M
2
IAIM
International Assets Investment Management
Florida
-$487K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$32M +$400K +17,381 +1%
IA
2
IFP Advisors
Florida
$5.13M – – –
CP
3
Cumberland Partners
Ontario, Canada
$3.18M +$227K +9,861 +7%
PFG
4
Pacific Financial Group
Washington
$3.11M +$674K +29,260 +26%
AFP
5
Ausdal Financial Partners
Iowa
$1.23M – – –
BS
6
Boenning & Scattergood
Pennsylvania
$896K +$112K +4,865 +14%
WP
7
WealthSource Partners
California
$744K +$448K +19,455 +138%
CA
8
Cambridge Advisors
Nebraska
$673K +$178K +7,723 +34%
SAF
9
Smith Anglin Financial
Texas
$543K +$563K +24,458 New
TI
10
Tidal Investments
Wisconsin
$405K +$420K +18,248 New
CWM
11
Collaborative Wealth Management
Florida
$341K +$354K +15,376 New
M1FG
12
Mach-1 Financial Group
Arkansas
$98K +$56.2K +2,439 +123%
BW
13
Bison Wealth
Georgia
$24K +$24.9K +1,080 New
Morgan Stanley
14
Morgan Stanley
New York
$8K +$8.06K +350 New
LS
15
Leelyn Smith
Illinois
$2K +$69 +3 +4%
OMC
16
Old Mission Capital
Illinois
– -$2.5M -102,608 Closed
IAIM
17
International Assets Investment Management
Florida
– -$487K -17,305 Closed

SVOL Hedge Fund Activity: Q2 2022 in Review

16 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q2 2022, worth a combined $48.3M — down 7% from $52M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SVOL positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was Pacific Financial Group, adding an estimated $674K. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.5M sold.

  • 16 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q2 2022, up from 14 in Q1 2022.
  • Funds reported $48.3M of Simplify Volatility Premium ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 5 funds opened new Simplify Volatility Premium ETF positions in Q2 2022 and 3 closed out, a net change of +2 holders.
  • The largest Simplify Volatility Premium ETF buyer in Q2 2022 was Pacific Financial Group, an estimated $674K added.
  • The largest Simplify Volatility Premium ETF seller in Q2 2022 was Old Mission Capital, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2022.