Simplify Volatility Premium ETF
SVOL
24 hedge funds and large institutions have $38M invested in Simplify Volatility Premium ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
9% more funds holding
Funds holding: 22 → 24 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.25% less ownership
Funds ownership: 39.28% → 33.03% (-6.3%)
55% less capital inflows, than outflows
Capital inflows: $6.62M | Capital outflows: $14.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$3.27M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$986K |
| 3 |
TMD Wealth Management
Scottsdale,
Arizona
|
+$706K |
| 4 |
IFP Advisors
Tampa,
Florida
|
+$426K |
| 5 |
Pacific Financial Group
Bellevue,
Washington
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Simplify Asset Management
Las Vegas,
Nevada
|
-$13.3M |
| 2 |
Jane Street
New York
|
-$726K |
| 3 |
Cambridge Advisors
Omaha,
Nebraska
|
-$344K |
| 4 |
Mach-1 Financial Group
Rogers,
Arkansas
|
-$149K |
| 5 |
Old Mission Capital
Chicago,
Illinois
|
-$115K |
SVOL Hedge Fund Activity: Q4 2022 in Review
24 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q4 2022, worth a combined $38M — down 14% from $44.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SVOL positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $3.27M. The largest seller was Simplify Asset Management, cutting an estimated $13.3M.
- 24 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q4 2022, up from 22 in Q3 2022.
- Funds reported $38M of Simplify Volatility Premium ETF stock for Q4 2022, down 14% quarter-over-quarter.
- 5 funds opened new Simplify Volatility Premium ETF positions in Q4 2022 and 3 closed out, a net change of +2 holders.
- The largest Simplify Volatility Premium ETF buyer in Q4 2022 was OneDigital Investment Advisors, an estimated $3.27M added.
- The largest Simplify Volatility Premium ETF seller in Q4 2022 was Simplify Asset Management, an estimated $13.3M sold.
Based on aggregated 13F filings for Q4 2022.