SVOL icon

Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

61 hedge funds and large institutions have $113M invested in Simplify Volatility Premium ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
+13
Holders Change %
+27.08%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
21
Reduced
12
Closed
9
Calls
–
Puts
$954K
Net Calls
-$954K
Net Calls Change
-$1.12M

Top Buyers

1
TWM
1
TMD Wealth Management
Arizona
$32.8M
2
Jane Street
2
Jane Street
New York
$6.06M
3
AC
3
Avestar Capital
New York
$4.36M
4
3AM
4
3EDGE Asset Management
Florida
$3.34M
5
OCM
5
One Capital Management
California
$2.22M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$0
2
CP
2
Cumberland Partners
Ontario, Canada
$5.87M
3
CP
3
Castleview Partners
Texas
$495K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.99M
5
OIA
5
OneDigital Investment Advisors
Kansas
$17.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1
TMD Wealth Management
Arizona
$32.8M 1,449,085 +290,107 +25%
OIA
2
OneDigital Investment Advisors
Kansas
$17.3M 765,140 -36,376 -5%
PFA
3
Peak Financial Advisors
Colorado
$7.75M 342,155 +78,976 +30%
Jane Street
4
Jane Street
New York
$6.06M 267,376 +222,049 +490%
CP
5
Cumberland Partners
Ontario, Canada
$5.87M 259,029 -101,854 -28%
AWM
6
AE Wealth Management
Kansas
$4.83M 213,262 +60,952 +40%
AC
7
Avestar Capital
New York
$4.36M 191,315 +191,315 New
Renaissance Technologies
8
Renaissance Technologies
New York
$3.99M 176,000 -55,700 -24%
3AM
9
3EDGE Asset Management
Florida
$3.34M 147,331 +147,331 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.02M 133,381 -2,742 -2%
OCM
11
One Capital Management
California
$2.22M 97,955 +97,955 New
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$2.04M 89,918 +129 +0.1%
AWA
13
Arete Wealth Advisors
Illinois
$1.86M 82,223 +9,201 +13%
SAF
14
Smith Anglin Financial
Texas
$1.78M 78,353 +7,595 +11%
BW
15
Bison Wealth
Georgia
$1.07M 47,402 -791 -2%
VWA
16
Visionary Wealth Advisors
Illinois
$880K 38,841 +17,895 +85%
PEA
17
Park Edge Advisors
Ohio
$794K 35,036 +16,798 +92%
CA
18
CoreCap Advisors
Michigan
$784K 34,595 +34,595 New
AFP
19
Ausdal Financial Partners
Iowa
$759K 33,512 +424 +1%
Citadel Advisors
20
Citadel Advisors
Florida
$745K 32,866 +10,579 +47%
HF
21
HRT Financial
New York
$702K 31,003 +21,391 +223%
HAS
22
HBW Advisory Services
California
$692K 30,357 – –
CA
23
Cambridge Advisors
Nebraska
$590K 26,050 +1,772 +7%
LFGH
24
Lee Financial Group Hawaii
Hawaii
$577K 25,473 +1,414 +6%
AFA
25
Atlas Financial Advisors
California
$548K 24,164 +24,164 New
1
2 3