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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

48 hedge funds and large institutions have $92.8M invested in Simplify Volatility Premium ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
19
Reduced
10
Closed
4
Calls
$1.17M
Puts
$1.01M
Net Calls
+$168K
Net Calls Change
+$798K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$18.3M
2
TWM
2
TMD Wealth Management
Arizona
$26.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.28M
4
CP
4
Cumberland Partners
Ontario, Canada
$8.15M
5
CP
5
Castleview Partners
Texas
$2.39M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$0
2
HF
2
HRT Financial
New York
$218K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.05M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$133K
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1
TMD Wealth Management
Arizona
$26.4M 1,158,978 +171,290 +17%
OIA
2
OneDigital Investment Advisors
Kansas
$18.3M 801,516 +429,052 +115%
CP
3
Cumberland Partners
Ontario, Canada
$8.15M 360,883 +110,000 +44%
PFA
4
Peak Financial Advisors
Colorado
$6M 263,179 +72,543 +38%
Renaissance Technologies
5
Renaissance Technologies
New York
$5.28M 231,700 +148,400 +178%
ACM
6
AlphaStar Capital Management
North Carolina
$3.53M 155,111 +75,615 +95%
AWM
7
AE Wealth Management
Kansas
$3.47M 152,310 +78,041 +105%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.1M 136,123 +8,466 +7%
CP
9
Castleview Partners
Texas
$2.39M 105,119 +105,119 New
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$2.05M 89,789 -12,044 -12%
AWA
11
Arete Wealth Advisors
Illinois
$1.66M 73,022 +73,022 New
SAF
12
Smith Anglin Financial
Texas
$1.61M 70,758 +19,979 +39%
BW
13
Bison Wealth
Georgia
$1.1M 48,193 +2,241 +5%
WAM
14
Worth Asset Management
Texas
$1.03M 45,399 -11,087 -20%
Jane Street
15
Jane Street
New York
$1.03M 45,327 +45,327 New
OMC
16
Old Mission Capital
Illinois
$754K 33,099 +17,883 +118%
AFP
17
Ausdal Financial Partners
Iowa
$754K 33,088 +2,400 +8%
HAS
18
HBW Advisory Services
California
$692K 30,357 +8,828 +41%
CA
19
Cambridge Advisors
Nebraska
$553K 24,278 +2,170 +10%
LFGH
20
Lee Financial Group Hawaii
Hawaii
$548K 24,059 +24,059 New
Citadel Advisors
21
Citadel Advisors
Florida
$508K 22,287 -1,794 -7%
VWA
22
Visionary Wealth Advisors
Illinois
$477K 20,946 +10,046 +92%
PEA
23
Park Edge Advisors
Ohio
$415K 18,238 +6,777 +59%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$412K 18,075 +5,400 +43%
CWM
25
Collaborative Wealth Management
Florida
$382K 16,787 – –
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