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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

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 2 closing their positions.

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% 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
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
TMD Wealth Management
Arizona
$21.4M
2
OIA
2
OneDigital Investment Advisors
Kansas
$6.31M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$1.18M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$540K
5
SAF
5
Smith Anglin Financial
Texas
$1.12M

Top Sellers

1
IA
1
IFP Advisors
Florida
$2.97M
2
CA
2
Cambridge Advisors
Nebraska
$417K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$628K
4
UBS Group
4
UBS Group
Switzerland
$0
5
TI
5
Tidal Investments
Wisconsin
$375K
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1
TMD Wealth Management
Arizona
$21.4M 982,402 +949,552 +2,891%
SAM
2
Simplify Asset Management
Nevada
$10.7M 494,061 +12,317 +3%
OIA
3
OneDigital Investment Advisors
Kansas
$6.31M 289,907 +90,150 +45%
PFG
4
Pacific Financial Group
Washington
$4.16M 191,262 +4,440 +2%
CP
5
Cumberland Partners
Ontario, Canada
$3.42M 157,260 +1,517 +1%
IA
6
IFP Advisors
Florida
$2.97M 118,240 -134,504 -53%
QA
7
Quantitative Advantage
Minnesota
$1.95M 89,620 +6,081 +7%
Wolverine Trading
8
Wolverine Trading
Illinois
$1.18M 54,701 +54,701 New
AFP
9
Ausdal Financial Partners
Iowa
$1.13M 51,848 -100 -0.2%
SAF
10
Smith Anglin Financial
Texas
$1.12M 51,272 +13,240 +35%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$628K 28,874 -17,004 -37%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$540K 24,823 +24,823 New
CA
13
Cambridge Advisors
Nebraska
$417K 19,190 -17,086 -47%
TI
14
Tidal Investments
Wisconsin
$375K 17,259 -1,170 -6%
CWM
15
Collaborative Wealth Management
Florida
$360K 16,545 +260 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$346K 15,903 +2,043 +15%
OMC
17
Old Mission Capital
Illinois
$304K 13,970 -567 -4%
WAM
18
Worth Asset Management
Texas
$264K 12,156 +12,156 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$252K 11,600 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$113K 5,175 +5,175 New
Morgan Stanley
21
Morgan Stanley
New York
$65K 2,988 -60 -2%
AA
22
AlphaMark Advisors
Kentucky
$13K 591 +591 New
BAM
23
Belpointe Asset Management
Nevada
$10.5K 480 +128 +36%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.86K 131,695 +131,695 New
FCA
25
Fortis Capital Advisors
Kansas
$2.46K 113 +113 New
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