SVOL icon

Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

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.

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.95%
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

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.12M
2
PFA
2
Peak Financial Advisors
Colorado
$9.86M
3
CP
3
Cumberland Partners
Ontario, Canada
$6.77M
4
ACM
4
Andina Capital Management
Utah
$1.17M
5
VWA
5
Visionary Wealth Advisors
Illinois
$1.46M

Top Sellers

1
TWM
1
TMD Wealth Management
Arizona
$0
2
AC
2
Avestar Capital
New York
$0
3
AWM
3
AE Wealth Management
Kansas
$3.2M
4
3AM
4
3EDGE Asset Management
Florida
$1.94M
5
Jane Street
5
Jane Street
New York
$4.73M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
1
OneDigital Investment Advisors
Kansas
$17.6M 784,198 +19,058 +2%
PFA
2
Peak Financial Advisors
Colorado
$9.86M 438,913 +96,758 +28%
CP
3
Cumberland Partners
Ontario, Canada
$6.77M 301,358 +42,329 +16%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.12M 272,646 +139,265 +104%
Jane Street
5
Jane Street
New York
$4.73M 210,423 -56,953 -21%
AWM
6
AE Wealth Management
Kansas
$3.2M 142,383 -70,879 -33%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.69M 119,800 -56,200 -32%
OCM
8
One Capital Management
California
$2.58M 114,745 +16,790 +17%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$2.07M 92,226 +2,308 +3%
3AM
10
3EDGE Asset Management
Florida
$1.94M 86,557 -60,774 -41%
SAF
11
Smith Anglin Financial
Texas
$1.89M 84,278 +5,925 +8%
AWA
12
Arete Wealth Advisors
Illinois
$1.83M 81,409 -814 -1%
VWA
13
Visionary Wealth Advisors
Illinois
$1.46M 65,117 +26,276 +68%
Citadel Advisors
14
Citadel Advisors
Florida
$1.24M 55,381 +22,515 +69%
CA
15
CoreCap Advisors
Michigan
$1.19M 53,197 +18,602 +54%
ACM
16
Andina Capital Management
Utah
$1.17M 51,905 +27,872 +116%
BW
17
Bison Wealth
Georgia
$1.07M 47,402 – –
PEA
18
Park Edge Advisors
Ohio
$967K 43,076 +8,040 +23%
HF
19
HRT Financial
New York
$927K 41,282 +10,279 +33%
AFP
20
Ausdal Financial Partners
Iowa
$753K 33,512 – –
HAS
21
HBW Advisory Services
California
$747K 33,277 +2,920 +10%
EWM
22
EPG Wealth Management
Georgia
– – -22,506 Closed
CA
23
Cambridge Advisors
Nebraska
$647K 28,820 +2,770 +11%
CWM
24
Collaborative Wealth Management
Florida
$570K 25,388 +7,282 +40%
DAS
25
Diversify Advisory Services
Utah
$539K 23,725 +23,725 New
1
2 3