Simplify Volatility Premium ETF
SVOL
39 hedge funds and large institutions have $69.9M invested in Simplify Volatility Premium ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more funds holding
Funds holding: 27 → 39 (+12)
15% more capital invested
Capital invested by funds: $60.9M → $69.9M (+$9.02M)
7.58% less ownership
Funds ownership: 29.19% → 21.61% (-7.6%)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$6.35M |
| 2 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$2.31M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.21M |
| 4 |
CP
Cumberland Partners
Toronto,
Ontario, Canada
|
+$2.07M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$8.34M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.86M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$887K |
| 4 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$203K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$89.3K |
SVOL Hedge Fund Activity: Q2 2023 in Review
39 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q2 2023, worth a combined $69.9M — up 15% from $60.9M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SVOL positions and 3 closed out — a net gain of 13 holders — while 10 added to existing stakes and 13 trimmed.
The largest buyer was Bison Wealth, opening a new position worth an estimated $6.35M. The largest seller was Simplify Asset Management, cutting an estimated $8.34M.
- 39 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q2 2023, up from 27 in Q1 2023.
- Funds reported $69.9M of Simplify Volatility Premium ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 16 funds opened new Simplify Volatility Premium ETF positions in Q2 2023 and 3 closed out, a net change of +13 holders.
- The largest Simplify Volatility Premium ETF buyer in Q2 2023 was Bison Wealth, an estimated $6.35M added.
- The largest Simplify Volatility Premium ETF seller in Q2 2023 was Simplify Asset Management, an estimated $8.34M sold.
Based on aggregated 13F filings for Q2 2023.