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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

93 hedge funds and large institutions have $129M invested in Simplify Volatility Premium ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
43
Reduced
15
Closed
12
Calls
$239K
Puts
$2.18M
Net Calls
-$1.94M
Net Calls Change
+$1.28M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$17.7M
2
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.62M
3
CA
3
CoreCap Advisors
Michigan
$2.61M
4
Jane Street
4
Jane Street
New York
$3.37M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.23M

Top Sellers

1
LWMI
1
Legacy Wealth Management (Idaho)
Idaho
$7.08M
2
LIS
2
Legacy Investment Solutions
Idaho
$7.08M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.66M
4
OCM
4
One Capital Management
California
$0
5
3AM
5
3EDGE Asset Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$17.7M 850,011 +629,543 +286%
PFA
2
Peak Financial Advisors
Colorado
$10.1M 486,861 +7,306 +2%
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.62M 414,645 +414,645 New
LWMI
4
Legacy Wealth Management (Idaho)
Idaho
$7.08M 334,502 -148,642 -31%
LIS
5
Legacy Investment Solutions
Idaho
$7.08M 334,502 -148,642 -31%
CP
6
Cumberland Partners
Ontario, Canada
$6.97M 335,148 +12,204 +4%
PI
7
Parkside Investments
Illinois
$6.61M 317,766 +12,781 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.45M 310,205 -39,924 -11%
Jane Street
9
Jane Street
New York
$3.37M 162,050 +103,376 +176%
Morgan Stanley
10
Morgan Stanley
New York
$3.23M 155,343 +87,430 +129%
CA
11
CoreCap Advisors
Michigan
$2.61M 125,741 +124,231 +8,227%
ACM
12
AlphaStar Capital Management
North Carolina
$2.19M 105,228 +23,998 +30%
VWA
13
Visionary Wealth Advisors
Illinois
$2.16M 103,865 +15,752 +18%
DAS
14
Diversify Advisory Services
Utah
$2.02M 99,661 +18,131 +22%
AWA
15
Arete Wealth Advisors
Illinois
$1.87M 89,896 +202 +0.2%
MLM
16
Mount Lucas Management
Pennsylvania
$1.79M 86,264 +3,164 +4%
SAF
17
Smith Anglin Financial
Texas
$1.67M 80,329 -5,445 -6%
Citadel Advisors
18
Citadel Advisors
Florida
$1.66M 80,079 -134,664 -63%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.6M 76,965 +76,965 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.55M 74,488 +13,316 +22%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$1.53M 73,387 -11,208 -13%
ACM
22
Andina Capital Management
Utah
$1.52M 72,982 +16,515 +29%
PS
23
Principal Securities
Iowa
$1.48M 71,342 +11,396 +19%
AWA
24
ARQ Wealth Advisors
Arizona
$1.41M 67,899 +12,087 +22%
LPL Financial
25
LPL Financial
California
$1.36M 65,548 +19,207 +41%
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