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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

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.

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
9
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QA
1
Quantitative Advantage
Minnesota
$1.72M
2
OIA
2
OneDigital Investment Advisors
Kansas
$994K
3
IA
3
IFP Advisors
Florida
$5.88M
4
Jane Street
4
Jane Street
New York
$726K
5
PFG
5
Pacific Financial Group
Washington
$3.52M

Top Sellers

1
SAM
1
Simplify Asset Management
Nevada
$23M
2
WP
2
WealthSource Partners
California
$0
3
BS
3
Boenning & Scattergood
Pennsylvania
$797K
4
TI
4
Tidal Investments
Wisconsin
$340K
5
BW
5
Bison Wealth
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$23M 1,098,600 -342,184 -24%
IA
2
IFP Advisors
Florida
$5.88M 232,929 +29,803 +15%
PFG
3
Pacific Financial Group
Washington
$3.52M 168,558 +28,472 +20%
CP
4
Cumberland Partners
Ontario, Canada
$3.18M 152,011 +8,470 +6%
QA
5
Quantitative Advantage
Minnesota
$1.72M 82,035 +82,035 New
AFP
6
Ausdal Financial Partners
Iowa
$1.15M 54,912 -500 -0.9%
CA
7
Cambridge Advisors
Nebraska
$1.09M 52,264 +21,950 +72%
OIA
8
OneDigital Investment Advisors
Kansas
$994K 47,563 +47,563 New
BS
9
Boenning & Scattergood
Pennsylvania
$797K 38,120 -2,280 -6%
SAF
10
Smith Anglin Financial
Texas
$770K 36,852 +12,394 +51%
Jane Street
11
Jane Street
New York
$726K 34,738 +34,738 New
OMC
12
Old Mission Capital
Illinois
$416K 19,902 +19,902 New
TI
13
Tidal Investments
Wisconsin
$340K 16,251 -1,997 -11%
CWM
14
Collaborative Wealth Management
Florida
$330K 15,812 +436 +3%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$242K 11,600 +11,600 New
M1FG
16
Mach-1 Financial Group
Arkansas
$149K 7,163 +2,740 +62%
Morgan Stanley
17
Morgan Stanley
New York
$50K 2,388 +2,038 +582%
WAM
18
Worth Asset Management
Texas
$35K 1,695 +1,695 New
UBS Group
19
UBS Group
Switzerland
$7K 337 +337 New
LS
20
Leelyn Smith
Illinois
$2K 87 +4 +5%
Bank of America
21
Bank of America
North Carolina
$1K 47 +47 New
WP
22
WealthSource Partners
California
– – -33,520 Closed
BW
23
Bison Wealth
Georgia
– – -1,080 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$0 10 – –
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –