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Simplify Volatility Premium ETF
SVOL

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 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

43% more capital invested

Capital invested by funds: $64.9M → $92.8M (+$27.9M)

20% more funds holding

Funds holding: 40 → 48 (+8)

17% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $1M

1.34% more ownership

Funds ownership: 14.46% → 15.8% (+1.3%)

Holders
48
Holders Change
+8
Holders Change %
+20%
% 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
5
Calls
$1.17M
Puts
$1M
Net Calls
+$168K
Net Calls Change
+$798K

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$9.68M
2
TWM
TMD Wealth Management
Arizona
+$3.86M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.35M
4
CP
Cumberland Partners
Ontario, Canada
+$2.48M
5
CP
Castleview Partners
Texas
+$2.37M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$2.22M
2
HF
HRT Financial
New York
-$993K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$529K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$272K
5
IFG
Independent Financial Group
California
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1
TMD Wealth Management
Arizona
$26.4M +$3.86M +171,290 +17%
OIA
2
OneDigital Investment Advisors
Kansas
$18.3M +$9.68M +429,052 +115%
CP
3
Cumberland Partners
Ontario, Canada
$8.15M +$2.48M +110,000 +44%
PFA
4
Peak Financial Advisors
Colorado
$6M +$1.64M +72,543 +38%
Renaissance Technologies
5
Renaissance Technologies
New York
$5.28M +$3.35M +148,400 +178%
ACM
6
AlphaStar Capital Management
North Carolina
$3.53M +$1.71M +75,615 +95%
AWM
7
AE Wealth Management
Kansas
$3.47M +$1.76M +78,041 +105%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.1M +$191K +8,466 +7%
CP
9
Castleview Partners
Texas
$2.39M +$2.37M +105,119 New
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$2.05M -$272K -12,044 -12%
AWA
11
Arete Wealth Advisors
Illinois
$1.66M +$1.65M +73,022 New
SAF
12
Smith Anglin Financial
Texas
$1.61M +$451K +19,979 +39%
BW
13
Bison Wealth
Georgia
$1.1M +$50.5K +2,241 +5%
WAM
14
Worth Asset Management
Texas
$1.03M -$250K -11,087 -20%
Jane Street
15
Jane Street
New York
$1.03M +$1.02M +45,327 New
OMC
16
Old Mission Capital
Illinois
$754K +$403K +17,883 +118%
AFP
17
Ausdal Financial Partners
Iowa
$754K +$54.1K +2,400 +8%
HAS
18
HBW Advisory Services
California
$692K +$199K +8,828 +41%
CA
19
Cambridge Advisors
Nebraska
$553K +$48.9K +2,170 +10%
LFGH
20
Lee Financial Group Hawaii
Hawaii
$548K +$543K +24,059 New
Citadel Advisors
21
Citadel Advisors
Florida
$508K -$40.5K -1,794 -7%
VWA
22
Visionary Wealth Advisors
Illinois
$477K +$227K +10,046 +92%
PEA
23
Park Edge Advisors
Ohio
$415K +$153K +6,777 +59%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$412K +$122K +5,400 +43%
CWM
25
Collaborative Wealth Management
Florida
$382K – – –
1
2 3

SVOL Hedge Fund Activity: Q4 2023 in Review

48 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q4 2023, worth a combined $92.8M — up 43% from $64.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SVOL positions and 5 closed out — a net gain of 8 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $9.68M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $2.22M sold.

  • 48 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q4 2023, up from 40 in Q3 2023.
  • Funds reported $92.8M of Simplify Volatility Premium ETF stock for Q4 2023, up 43% quarter-over-quarter.
  • 13 funds opened new Simplify Volatility Premium ETF positions in Q4 2023 and 5 closed out, a net change of +8 holders.
  • The largest Simplify Volatility Premium ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $9.68M added.
  • The largest Simplify Volatility Premium ETF seller in Q4 2023 was Financial Enhancement Group, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2023.