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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

77 hedge funds and large institutions have $107M invested in Simplify Volatility Premium ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 13 closing their positions.

Holders
77
Holders Change
+12
Holders Change %
+18.46%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
25
Increased
32
Reduced
11
Closed
13
Calls
$345K
Puts
$3.57M
Net Calls
-$3.22M
Net Calls Change
-$3.21M

Top Buyers

1
LIS
1
Legacy Investment Solutions
Idaho
$10.6M
2
LWMI
2
Legacy Wealth Management (Idaho)
Idaho
$10.6M
3
PI
3
Parkside Investments
Illinois
$6.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.72M
5
MLM
5
Mount Lucas Management
Pennsylvania
$1.82M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$1.15M
2
Jane Street
2
Jane Street
New York
$1.29M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
CA
4
CoreCap Advisors
Michigan
$33.2K
5
TSS
5
Two Sigma Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LIS
1
Legacy Investment Solutions
Idaho
$10.6M 483,144 +483,144 New
LWMI
2
Legacy Wealth Management (Idaho)
Idaho
$10.6M 483,144 +483,144 New
PFA
3
Peak Financial Advisors
Colorado
$10.5M 479,555 +40,642 +9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.69M 350,129 +77,483 +28%
CP
5
Cumberland Partners
Ontario, Canada
$7.09M 322,944 +21,586 +7%
PI
6
Parkside Investments
Illinois
$6.7M 304,985 +304,985 New
AWM
7
AE Wealth Management
Kansas
$4.84M 220,468 +78,085 +55%
Citadel Advisors
8
Citadel Advisors
Florida
$4.72M 214,743 +159,362 +288%
OCM
9
One Capital Management
California
$2.55M 116,213 +1,468 +1%
3AM
10
3EDGE Asset Management
Florida
$2.1M 95,436 +8,879 +10%
AWA
11
Arete Wealth Advisors
Illinois
$1.97M 89,694 +8,285 +10%
VWA
12
Visionary Wealth Advisors
Illinois
$1.93M 88,113 +22,996 +35%
SAF
13
Smith Anglin Financial
Texas
$1.88M 85,774 +1,496 +2%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$1.86M 84,595 -7,631 -8%
MLM
15
Mount Lucas Management
Pennsylvania
$1.82M 83,100 +83,100 New
ACM
16
AlphaStar Capital Management
North Carolina
$1.78M 81,230 +81,230 New
DAS
17
Diversify Advisory Services
Utah
$1.77M 81,530 +57,805 +244%
Morgan Stanley
18
Morgan Stanley
New York
$1.49M 67,913 +58,623 +631%
BW
19
Bison Wealth
Georgia
$1.37M 62,571 +15,169 +32%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.34M 61,172 +61,172 New
PS
21
Principal Securities
Iowa
$1.32M 59,946 +59,946 New
Jane Street
22
Jane Street
New York
$1.29M 58,674 -151,749 -72%
AWA
23
ARQ Wealth Advisors
Arizona
$1.25M 55,812 +55,812 New
ACM
24
Andina Capital Management
Utah
$1.24M 56,467 +4,562 +9%
OIA
25
OneDigital Investment Advisors
Kansas
$1.15M 52,400 -731,798 -93%
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