Owen LaRue LLC Increases Holdings in Simplify Volatility Premium ETF $SVOL

Owen LaRue LLC grew its position in shares of Simplify Volatility Premium ETF (NYSEARCA:SVOL) by 35.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 171,280 shares of the company’s stock after buying an additional 44,784 shares during the quarter. Simplify Volatility Premium ETF accounts for approximately 1.2% of Owen LaRue LLC’s holdings, making the stock its 23rd largest position. Owen LaRue LLC owned approximately 0.43% of Simplify Volatility Premium ETF worth $3,083,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of SVOL. Andina Capital Management LLC increased its position in Simplify Volatility Premium ETF by 27.9% during the third quarter. Andina Capital Management LLC now owns 54,424 shares of the company’s stock valued at $980,000 after acquiring an additional 11,888 shares during the last quarter. Root Financial Partners LLC bought a new stake in shares of Simplify Volatility Premium ETF during the 3rd quarter valued at about $50,000. Discipline Wealth Solutions LLC bought a new stake in shares of Simplify Volatility Premium ETF during the 3rd quarter valued at about $818,000. Tactive Advisors LLC increased its position in shares of Simplify Volatility Premium ETF by 16.3% during the 3rd quarter. Tactive Advisors LLC now owns 114,997 shares of the company’s stock valued at $2,070,000 after purchasing an additional 16,095 shares during the last quarter. Finally, Farther Finance Advisors LLC lifted its stake in shares of Simplify Volatility Premium ETF by 51.5% in the 3rd quarter. Farther Finance Advisors LLC now owns 3,399 shares of the company’s stock worth $61,000 after purchasing an additional 1,155 shares during the period.

Simplify Volatility Premium ETF Trading Down 0.3%

SVOL opened at $17.83 on Friday. The company’s 50 day moving average is $17.57 and its 200 day moving average is $17.59. The company has a market cap of $629.93 million, a price-to-earnings ratio of 25.19 and a beta of 0.65. Simplify Volatility Premium ETF has a 12-month low of $13.18 and a 12-month high of $21.79.

Simplify Volatility Premium ETF Company Profile

The Simplify Volatility Premium ETF (SVOL) is an exchange-traded fund that mostly invests in volatility alternatives. The fund is an actively managed portfolio that aims to provide income via short exposure to S&P 500 VIX short-term futures, reset daily. The fund also utilizes an option overlay strategy to protect against adverse moves in VIX. SVOL was launched on May 12, 2021 and is managed by Simplify.