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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

23 hedge funds and large institutions have $37.7M invested in Simplify Volatility Premium ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$4.37M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1M
3
TWM
3
TMD Wealth Management
Arizona
$719K
4
IA
4
IFP Advisors
Florida
$6.38M
5
PFG
5
Pacific Financial Group
Washington
$4.09M

Top Sellers

1
SAM
1
Simplify Asset Management
Nevada
$10.6M
2
Jane Street
2
Jane Street
New York
$0
3
CA
3
Cambridge Advisors
Nebraska
$794K
4
M1FG
4
Mach-1 Financial Group
Arkansas
$0
5
OMC
5
Old Mission Capital
Illinois
$318K
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$10.6M 481,744 -616,856 -56%
IA
2
IFP Advisors
Florida
$6.38M 252,744 +19,815 +9%
OIA
3
OneDigital Investment Advisors
Kansas
$4.37M 199,757 +152,194 +320%
PFG
4
Pacific Financial Group
Washington
$4.09M 186,822 +18,264 +11%
CP
5
Cumberland Partners
Ontario, Canada
$3.41M 155,743 +3,732 +2%
QA
6
Quantitative Advantage
Minnesota
$1.83M 83,539 +1,504 +2%
AFP
7
Ausdal Financial Partners
Iowa
$1.14M 51,948 -2,964 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1M 45,878 +45,878 New
BS
9
Boenning & Scattergood
Pennsylvania
$867K 35,535 -2,585 -7%
SAF
10
Smith Anglin Financial
Texas
$833K 38,032 +1,180 +3%
CA
11
Cambridge Advisors
Nebraska
$794K 36,276 -15,988 -31%
TWM
12
TMD Wealth Management
Arizona
$719K 32,850 +32,850 New
TI
13
Tidal Investments
Wisconsin
$404K 18,429 +2,178 +13%
CWM
14
Collaborative Wealth Management
Florida
$357K 16,285 +473 +3%
OMC
15
Old Mission Capital
Illinois
$318K 14,537 -5,365 -27%
MML Investors Services
16
MML Investors Services
Massachusetts
$304K 13,860 +13,860 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$254K 11,600 – –
Morgan Stanley
18
Morgan Stanley
New York
$66.8K 3,048 +660 +28%
UBS Group
19
UBS Group
Switzerland
$43.1K 1,966 +1,629 +483%
BAM
20
Belpointe Asset Management
Nevada
$7.71K 352 +352 New
LS
21
Leelyn Smith
Illinois
$1.99K 91 +4 +5%
Bank of America
22
Bank of America
North Carolina
$1.03K 47 – –
Jane Street
23
Jane Street
New York
– – -34,738 Closed
M1FG
24
Mach-1 Financial Group
Arkansas
– – -7,163 Closed
WAM
25
Worth Asset Management
Texas
– – -1,695 Closed
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