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Simplify Volatility Premium ETF

38 hedge funds and large institutions have $69.7M invested in Simplify Volatility Premium ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+11
Holders Change %
+40.74%
% of All Funds
0.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
10
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TWM
1
TMD Wealth Management
Arizona
$23.2M 1,010,530 +28,128 +3%
OIA
2
OneDigital Investment Advisors
Kansas
$7.78M 339,070 +49,163 +17%
BW
3
Bison Wealth
Georgia
$6.55M 285,294 +285,294 New
CP
4
Cumberland Partners
Ontario, Canada
$5.75M 250,399 +93,139 +59%
PFG
5
Pacific Financial Group
Washington
$4.18M 182,149 -9,113 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.99M 130,190 -1,505 -1%
SAM
7
Simplify Asset Management
Nevada
$2.74M 119,401 -374,660 -76%
WAM
8
Worth Asset Management
Texas
$2.66M 116,025 +103,869 +854%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$2.28M 99,261 +99,261 New
OMC
10
Old Mission Capital
Illinois
$1.77M 77,288 +63,318 +453%
SAF
11
Smith Anglin Financial
Texas
$1.23M 53,636 +2,364 +5%
AFP
12
Ausdal Financial Partners
Iowa
$1.19M 51,748 -100 -0.2%
IA
13
IFP Advisors
Florida
$799K 34,832 -83,408 -71%
AWA
14
Arete Wealth Advisors
Illinois
$732K 31,915 +31,915 New
BIP
15
Blueprint Investment Partners
North Carolina
$644K 28,049 +28,049 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$575K 25,069 -3,805 -13%
HF
17
HRT Financial
New York
$552K 24,056 +24,056 New
AWM
18
AE Wealth Management
Kansas
$482K 20,987 +20,987 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$478K 20,812 -4,011 -16%
CA
20
Cambridge Advisors
Nebraska
$467K 20,364 +1,174 +6%
CWM
21
Collaborative Wealth Management
Florida
$385K 16,787 +242 +1%
TI
22
Tidal Investments
Wisconsin
$342K 14,890 -2,369 -14%
Wolverine Trading
23
Wolverine Trading
Illinois
$339K 14,832 -39,869 -73%
MML Investors Services
24
MML Investors Services
Massachusetts
$323K 14,093 -1,810 -11%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$310K 13,500 +1,900 +16%