Simplify Volatility Premium ETF
SVOL
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, 22 increasing their positions, 11 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
27% more funds holding
Funds holding: 48 → 61 (+13)
22% more capital invested
Capital invested by funds: $92.7M → $113M (+$20.3M)
1.52% less ownership
Funds ownership: 15.79% → 14.27% (-1.5%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $954K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$6.61M |
| 2 |
Jane Street
New York
|
+$5.06M |
| 3 |
AC
Avestar Capital
New York
|
+$4.36M |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$3.36M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$3.53M |
| 2 |
CP
Cumberland Partners
Toronto,
Ontario, Canada
|
-$2.32M |
| 3 |
CP
Castleview Partners
Dallas,
Texas
|
-$1.9M |
| 4 |
Renaissance Technologies
New York
|
-$1.27M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$829K |
SVOL Hedge Fund Activity: Q1 2024 in Review
61 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q1 2024, worth a combined $113M — up 22% from $92.7M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SVOL positions and 9 closed out — a net gain of 13 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was TMD Wealth Management, adding an estimated $6.61M. The largest seller was AlphaStar Capital Management, exiting entirely with an estimated $3.53M sold.
- 61 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q1 2024, up from 48 in Q4 2023.
- Funds reported $113M of Simplify Volatility Premium ETF stock for Q1 2024, up 22% quarter-over-quarter.
- 22 funds opened new Simplify Volatility Premium ETF positions in Q1 2024 and 9 closed out, a net change of +13 holders.
- The largest Simplify Volatility Premium ETF buyer in Q1 2024 was TMD Wealth Management, an estimated $6.61M added.
- The largest Simplify Volatility Premium ETF seller in Q1 2024 was AlphaStar Capital Management, an estimated $3.53M sold.
Based on aggregated 13F filings for Q1 2024.