Simplify Volatility Premium ETF
SVOL
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.
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: 61 → 65 (+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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.14M |
| 2 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
+$2.18M |
| 3 |
CP
Cumberland Partners
Toronto,
Ontario, Canada
|
+$953K |
| 4 |
ACM
Andina Capital Management
Lehi,
Utah
|
+$628K |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$592K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$32.8M |
| 2 |
AC
Avestar Capital
New York
|
-$4.36M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.6M |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$1.37M |
| 5 |
Jane Street
New York
|
-$1.28M |
SVOL Hedge Fund Activity: Q2 2024 in Review
65 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q2 2024, worth a combined $81.1M — down 28% from $113M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SVOL positions and 8 closed out — a net gain of 5 holders — while 29 added to existing stakes and 12 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.14M. The largest seller was TMD Wealth Management, exiting entirely with an estimated $32.8M sold.
- 65 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q2 2024, up from 61 in Q1 2024.
- Funds reported $81.1M of Simplify Volatility Premium ETF stock for Q2 2024, down 28% quarter-over-quarter.
- 13 funds opened new Simplify Volatility Premium ETF positions in Q2 2024 and 8 closed out, a net change of +5 holders.
- The largest Simplify Volatility Premium ETF buyer in Q2 2024 was Commonwealth Equity Services, an estimated $3.14M added.
- The largest Simplify Volatility Premium ETF seller in Q2 2024 was TMD Wealth Management, an estimated $32.8M sold.
Based on aggregated 13F filings for Q2 2024.