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Simplify Volatility Premium ETF
SVOL

27 hedge funds and large institutions have $58M invested in Simplify Volatility Premium ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

53% more capital invested

Capital invested by funds: $38M → $58M (+$20M)

13% more funds holding

Funds holding: 24 → 27 (+3)

3.83% less ownership

Funds ownership: 33.03% → 29.19% (-3.8%)

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
11
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
TMD Wealth Management
Arizona
+$21.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.92M
3
OIA
OneDigital Investment Advisors
Kansas
+$2M
4
Wolverine Trading
Wolverine Trading
Illinois
+$1.21M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$551K

Top Sellers

1
IA
IFP Advisors
Florida
-$2.98M
2
CA
Cambridge Advisors
Nebraska
-$379K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$377K
4
IFG
Independent Financial Group
California
-$289K
5
UBS Group
UBS Group
Switzerland
-$43.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1
TMD Wealth Management
Arizona
$21.4M +$21.1M +949,552 +2,891%
SAM
2
Simplify Asset Management
Nevada
$10.7M +$273K +12,317 +3%
OIA
3
OneDigital Investment Advisors
Kansas
$6.31M +$2M +90,150 +45%
PFG
4
Pacific Financial Group
Washington
$4.16M +$98.5K +4,440 +2%
CP
5
Cumberland Partners
Ontario, Canada
$3.42M +$33.7K +1,517 +1%
IA
6
IFP Advisors
Florida
$2.97M -$2.98M -134,504 -53%
QA
7
Quantitative Advantage
Minnesota
$1.95M +$135K +6,081 +7%
Wolverine Trading
8
Wolverine Trading
Illinois
$1.18M +$1.21M +54,701 New
AFP
9
Ausdal Financial Partners
Iowa
$1.13M -$2.22K -100 -0.2%
SAF
10
Smith Anglin Financial
Texas
$1.12M +$294K +13,240 +35%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$628K -$377K -17,004 -37%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$540K +$551K +24,823 New
CA
13
Cambridge Advisors
Nebraska
$417K -$379K -17,086 -47%
TI
14
Tidal Investments
Wisconsin
$375K -$26K -1,170 -6%
CWM
15
Collaborative Wealth Management
Florida
$360K +$5.77K +260 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$346K +$45.3K +2,043 +15%
OMC
17
Old Mission Capital
Illinois
$304K -$12.6K -567 -4%
WAM
18
Worth Asset Management
Texas
$264K +$270K +12,156 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$252K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$113K +$115K +5,175 New
Morgan Stanley
21
Morgan Stanley
New York
$65K -$1.33K -60 -2%
AA
22
AlphaMark Advisors
Kentucky
$13K +$13.1K +591 New
BAM
23
Belpointe Asset Management
Nevada
$10.5K +$2.84K +128 +36%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.86K +$2.92M +131,695 New
FCA
25
Fortis Capital Advisors
Kansas
$2.46K +$2.51K +113 New
1
2

SVOL Hedge Fund Activity: Q1 2023 in Review

27 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q1 2023, worth a combined $58M — up 53% from $38M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SVOL positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was TMD Wealth Management, adding an estimated $21.1M. The largest seller was IFP Advisors, cutting an estimated $2.98M.

  • 27 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q1 2023, up from 24 in Q4 2022.
  • Funds reported $58M of Simplify Volatility Premium ETF stock for Q1 2023, up 53% quarter-over-quarter.
  • 7 funds opened new Simplify Volatility Premium ETF positions in Q1 2023 and 3 closed out, a net change of +4 holders.
  • The largest Simplify Volatility Premium ETF buyer in Q1 2023 was TMD Wealth Management, an estimated $21.1M added.
  • The largest Simplify Volatility Premium ETF seller in Q1 2023 was IFP Advisors, an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2023.