We are live on ! Find out more
SVOL icon

Simplify Volatility Premium ETF

65 hedge funds and large institutions have $81.1M invested in Simplify Volatility Premium ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

7% more funds holding

Funds holding: 6165 (+4)

6.2% less ownership

Funds ownership: 14.27%8.07% (-6.2%)

13% less call options, than puts

Call options by funds: $112K | Put options by funds: $128K

28% less capital invested

Capital invested by funds: $113M → $81.1M (-$31.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
29
Reduced
12
Closed
8
Calls
$112K
Puts
$128K
Net Calls
-$16K
Net Calls Change
+$938K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$17.6M +$429K +19,058 +2%
PFA
2
Peak Financial Advisors
Colorado
$9.86M +$2.18M +96,758 +28%
CP
3
Cumberland Partners
Ontario, Canada
$6.77M +$953K +42,329 +16%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.12M +$3.14M +139,265 +104%
Jane Street
5
Jane Street
New York
$4.73M -$1.28M -56,953 -21%
AWM
6
AE Wealth Management
Kansas
$3.2M -$1.6M -70,879 -33%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.69M -$1.27M -56,200 -32%
OCM
8
One Capital Management
California
$2.58M +$378K +16,790 +17%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$2.07M +$52K +2,308 +3%
3AM
10
3EDGE Asset Management
Florida
$1.94M -$1.37M -60,774 -41%
SAF
11
Smith Anglin Financial
Texas
$1.89M +$133K +5,925 +8%
AWA
12
Arete Wealth Advisors
Illinois
$1.83M -$18.3K -814 -1%
VWA
13
Visionary Wealth Advisors
Illinois
$1.46M +$592K +26,276 +68%
Citadel Advisors
14
Citadel Advisors
Florida
$1.24M +$507K +22,515 +69%
CA
15
CoreCap Advisors
Michigan
$1.19M +$419K +18,602 +54%
ACM
16
Andina Capital Management
Utah
$1.17M +$628K +27,872 +116%
BW
17
Bison Wealth
Georgia
$1.07M
PEA
18
Park Edge Advisors
Ohio
$967K +$181K +8,040 +23%
HF
19
HRT Financial
New York
$927K +$231K +10,279 +33%
AFP
20
Ausdal Financial Partners
Iowa
$753K
HAS
21
HBW Advisory Services
California
$747K +$65.8K +2,920 +10%
EWM
22
EPG Wealth Management
Georgia
$672K -$507K -22,506 Closed
CA
23
Cambridge Advisors
Nebraska
$647K +$62.4K +2,770 +11%
CWM
24
Collaborative Wealth Management
Florida
$570K +$164K +7,282 +40%
DAS
25
Diversify Advisory Services
Utah
$539K +$534K +23,725 New