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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, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

27% more funds holding

Funds holding: 48 → 61 (+13)

22% more capital invested

Capital invested by funds: $92.8M → $113M (+$20.2M)

1.53% less ownership

Funds ownership: 15.8% → 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

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
TMD Wealth Management
Arizona
+$6.61M
2
Jane Street
Jane Street
New York
+$5.06M
3
AC
Avestar Capital
New York
+$4.36M
4
3AM
3EDGE Asset Management
Florida
+$3.36M
5
OCM
One Capital Management
California
+$2.23M

Top Sellers

1
ACM
AlphaStar Capital Management
North Carolina
-$3.53M
2
CP
Cumberland Partners
Ontario, Canada
-$2.32M
3
CP
Castleview Partners
Texas
-$1.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.27M
5
OIA
OneDigital Investment Advisors
Kansas
-$829K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1
TMD Wealth Management
Arizona
$32.8M +$6.61M +290,107 +25%
OIA
2
OneDigital Investment Advisors
Kansas
$17.3M -$829K -36,376 -5%
PFA
3
Peak Financial Advisors
Colorado
$7.75M +$1.8M +78,976 +30%
Jane Street
4
Jane Street
New York
$6.06M +$5.06M +222,049 +490%
CP
5
Cumberland Partners
Ontario, Canada
$5.87M -$2.32M -101,854 -28%
AWM
6
AE Wealth Management
Kansas
$4.83M +$1.39M +60,952 +40%
AC
7
Avestar Capital
New York
$4.36M +$4.36M +191,315 New
Renaissance Technologies
8
Renaissance Technologies
New York
$3.99M -$1.27M -55,700 -24%
3AM
9
3EDGE Asset Management
Florida
$3.34M +$3.36M +147,331 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.02M -$62.5K -2,742 -2%
OCM
11
One Capital Management
California
$2.22M +$2.23M +97,955 New
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$2.04M +$2.94K +129 +0.1%
AWA
13
Arete Wealth Advisors
Illinois
$1.86M +$210K +9,201 +13%
SAF
14
Smith Anglin Financial
Texas
$1.78M +$173K +7,595 +11%
BW
15
Bison Wealth
Georgia
$1.07M -$18K -791 -2%
VWA
16
Visionary Wealth Advisors
Illinois
$880K +$408K +17,895 +85%
PEA
17
Park Edge Advisors
Ohio
$794K +$383K +16,798 +92%
CA
18
CoreCap Advisors
Michigan
$784K +$788K +34,595 New
AFP
19
Ausdal Financial Partners
Iowa
$759K +$9.66K +424 +1%
Citadel Advisors
20
Citadel Advisors
Florida
$745K +$241K +10,579 +47%
HF
21
HRT Financial
New York
$702K +$488K +21,391 +223%
HAS
22
HBW Advisory Services
California
$692K – – –
CA
23
Cambridge Advisors
Nebraska
$590K +$40.4K +1,772 +7%
LFGH
24
Lee Financial Group Hawaii
Hawaii
$577K +$32.2K +1,414 +6%
AFA
25
Atlas Financial Advisors
California
$548K +$551K +24,164 New
1
2 3

SVOL Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 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 $92.8M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SVOL positions and 9 closed out — a net gain of 13 holders — while 21 added to existing stakes and 12 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.