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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

39 hedge funds and large institutions have $64.6M invested in Simplify Volatility Premium ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
11
Reduced
14
Closed
11
Calls
–
Puts
$630K
Net Calls
-$630K
Net Calls Change
-$630K

Top Buyers

1
PFA
1
Peak Financial Advisors
Colorado
$4.29M
2
FEG
2
Financial Enhancement Group
Indiana
$2.22M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.88M
4
ACM
4
AlphaStar Capital Management
North Carolina
$1.79M
5
AWM
5
AE Wealth Management
Kansas
$1.67M

Top Sellers

1
BW
1
Bison Wealth
Georgia
$1.03M
2
PFG
2
Pacific Financial Group
Washington
$0
3
SAM
3
Simplify Asset Management
Nevada
$0
4
OMC
4
Old Mission Capital
Illinois
$343K
5
WAM
5
Worth Asset Management
Texas
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1
TMD Wealth Management
Arizona
$22.2M 987,688 -22,842 -2%
OIA
2
OneDigital Investment Advisors
Kansas
$8.38M 372,464 +33,394 +10%
CP
3
Cumberland Partners
Ontario, Canada
$5.65M 250,883 +484 +0.2%
PFA
4
Peak Financial Advisors
Colorado
$4.29M 190,636 +190,636 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.87M 127,657 -2,533 -2%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$2.29M 101,833 +2,572 +3%
FEG
7
Financial Enhancement Group
Indiana
$2.22M 99,164 +99,164 New
Renaissance Technologies
8
Renaissance Technologies
New York
$1.88M 83,300 +83,300 New
ACM
9
AlphaStar Capital Management
North Carolina
$1.79M 79,496 +79,496 New
AWM
10
AE Wealth Management
Kansas
$1.67M 74,269 +53,282 +254%
WAM
11
Worth Asset Management
Texas
$1.27M 56,486 -59,539 -51%
HF
12
HRT Financial
New York
$1.21M 53,624 +29,568 +123%
SAF
13
Smith Anglin Financial
Texas
$1.14M 50,779 -2,857 -5%
BW
14
Bison Wealth
Georgia
$1.03M 45,952 -239,342 -84%
AFP
15
Ausdal Financial Partners
Iowa
$691K 30,688 -21,060 -41%
Citadel Advisors
16
Citadel Advisors
Florida
$542K 24,081 +24,081 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$529K 23,488 +23,488 New
CA
18
Cambridge Advisors
Nebraska
$498K 22,108 +1,744 +9%
HAS
19
HBW Advisory Services
California
$485K 21,529 +21,529 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$445K 19,747 -1,065 -5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$381K 16,942 +16,942 New
CWM
22
Collaborative Wealth Management
Florida
$378K 16,787 – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$345K 15,346 -9,723 -39%
OMC
24
Old Mission Capital
Illinois
$343K 15,216 -62,072 -80%
TI
25
Tidal Investments
Wisconsin
$322K 14,321 -569 -4%
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