Simplify Volatility Premium ETFSVOL
SVOL
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
180% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 15
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
20% more capital invested
Capital invested by funds: $107M [Q3] → $129M (+$21.4M) [Q4]
19% more funds holding
Funds holding: 77 [Q3] → 92 (+15) [Q4]
2.0% more ownership
Funds ownership: 8.65% [Q3] → 10.64% (+2.0%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
89% less call options, than puts
Call options by funds: $239K | Put options by funds: $2.18M
Research analyst outlook
We haven’t received any recent analyst ratings for SVOL.
Financial journalist opinion
Based on 3 articles about SVOL published over the past 30 days
Positive
Seeking Alpha
1 week ago
SVOL: A 20%+ Yield From Volatility Reversion? Yes, Please
The Simplify Volatility Premium ETF (SVOL) is a Strong Buy due to high market volatility, which is generally short-lived, offering a strong entry point. SVOL's strategy involves shorting VIX futures and investing in income-generating assets, with a forward yield of over 20% at recent prices. The ETF manages risk with options and limited VIX futures exposure, making it less likely to implode like past volatility ETFs.
Negative
Seeking Alpha
1 week ago
SVOL: Spiking 'VVIX' Points To Extreme Stock Market Uncertainty With Highest Risk Since 2020
SVOL is akin to a "risk insurance provider" on the S&P 500. It earns premiums in stable markets, but faces huge losses during significant market drawdowns. SVOL's recent collapse highlights its vulnerability to rapid VIX rises, exacerbated by poor asset management practices. SVOL's high equity exposure and poor risk management exacerbate its losses, making it unsuitable for income-driven retired investors, but conditionally suitable for pro-risk speculators.
Negative
MarketBeat
3 weeks ago
3 ETFs to Ride the VIX Surge During Market Volatility
The Cboe Volatility Index (VIX), commonly known as the fear index, measures the market's expectation of short-term volatility among stocks. Based on S&P 500 index options with near-term expiration dates, the VIX can project 30 days' worth of volatility expectations.
Negative
Seeking Alpha
1 month ago
SVOL: Low-Quality Holdings Increase Downside Potential Significantly
I downgraded the Simplify Volatility Premium ETF to a Strong Sell due to its increased exposure to equities that increases risks and reduces its diversification benefits. SVOL's portfolio shifted drastically from U.S. treasuries and bonds to a significant 53.93% in SPDR® S&P 500® ETF Trust and other equity positions. The fund's addition of SPUC, which performs like a leveraged version of SPY, further increases downside potential.
Positive
Seeking Alpha
1 month ago
SVOL: Over 15% Distribution Yield, Interesting Buy If Market Stabilizes
The Simplify Volatility Premium ETF trades at a 15.25% yield by selling short-term VIX futures, benefiting from contango but vulnerable during backwardation. SVOL employs tail hedging and invests in adventurous fixed income securities, offering a stable return profile and active creative management. Currently, SVOL has a high S&P 500 exposure and limited VIX futures, making it less efficient for shorting volatility but safer during volatility spikes.
Neutral
Seeking Alpha
2 months ago
Navigating A Dynamic Volatility Environment
The Simplify Volatility Premium ETF exemplifies an innovative approach to volatility harvesting, aiming to generate sustainable income while maintaining Net Asset Value stability. In January 2025, a key strategic enhancement was implemented in SVOL to recalibrate the fund's positioning in response to significant shifts in market volatility dynamics. SVOL is structured into four primary groups: VIX Roll Yield, Income Generation, Risk Budgeting, and NAV Stability/Beta Targeting.
Negative
Seeking Alpha
2 months ago
SVOL: Questionable Changes In Holdings Add Too Much Risk (Rating Downgrade)
Due to recent unpredictable market conditions and significant shifts in SVOL's holdings, I am downgrading SVOL from a Buy to a Hold. SVOL has moved away from bonds and treasuries, adding complex and less predictable ETFs like QIS and SCY, raising concerns about its stability. SVOL's 54% allocation in SPY and its covered call strategy increase its risk and unpredictability, making it less appealing for income investors.
Positive
Seeking Alpha
2 months ago
SVOL: Double-Digit Yield And Likely To Outperform
The Simplify Volatility Premium ETF offers a high yield by writing options against the VIX, supported by actively managed core bond holdings. SVOL's strategy includes shorting VIX futures and holding high-quality fixed income securities, aiming for a stable income despite market volatility. Elevated volatility expected in 2025 could benefit SVOL, enhancing its yield and income generation, making it suitable for aggressive income investors.
Neutral
Seeking Alpha
2 months ago
Undercovered ETFs: Parking Cash, CLOs, Bonds, Mexico +
The 'Undercovered' Dozen series highlights lesser-covered ETFs, offering insights from various authors on potential opportunities and trends in this space. The Janus Henderson AAA CLO ETF (JAAA) invests in AAA tranches of CLOs, providing lower risk through diversification and predictable outcomes, according to John Bowman. Stratos Capital Partners views the Vanguard Extended Duration Treasury ETF (EDV) as attractive for its high-yield and potential bond price appreciation as interest rates decline.
Neutral
MarketBeat
3 months ago
Market Volatility Ahead? These 3 ETFs Stand Out
Volatility is an essential but dangerous component of investment. On the one hand, the capacity for the price of a security to swing back and forth around a mean provides investors with opportunities to profit using strategic buys or sells of that security.
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