Simplify Volatility Premium ETF
SVOL
22 hedge funds and large institutions have $44.4M invested in Simplify Volatility Premium ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
38% more funds holding
Funds holding: 16 → 22 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $48.3M → $44.4M (-$4M)
9.06% less ownership
Funds ownership: 48.34% → 39.28% (-9.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$1.85M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.07M |
| 3 |
Jane Street
New York
|
+$784K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$673K |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$643K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$7.73M |
| 2 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$744K |
| 3 |
BS
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
-$51.5K |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$45.1K |
| 5 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$24K |
SVOL Hedge Fund Activity: Q3 2022 in Review
22 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q3 2022, worth a combined $44.4M — down 8.3% from $48.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SVOL positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Quantitative Advantage, opening a new position worth an estimated $1.85M. The largest seller was Simplify Asset Management, cutting an estimated $7.73M.
- 22 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q3 2022, up from 16 in Q2 2022.
- Funds reported $44.4M of Simplify Volatility Premium ETF stock for Q3 2022, down 8.3% quarter-over-quarter.
- 8 funds opened new Simplify Volatility Premium ETF positions in Q3 2022 and 2 closed out, a net change of +6 holders.
- The largest Simplify Volatility Premium ETF buyer in Q3 2022 was Quantitative Advantage, an estimated $1.85M added.
- The largest Simplify Volatility Premium ETF seller in Q3 2022 was Simplify Asset Management, an estimated $7.73M sold.
Based on aggregated 13F filings for Q3 2022.