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Simplify Volatility Premium ETF

70 hedge funds and large institutions have $83.7M invested in Simplify Volatility Premium ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

37% less capital invested

Capital invested by funds: $134M → $83.7M (-$50.2M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
70
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.57M
Puts
$1.95M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$17.4M
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.9M
ECA
3
Elevated Capital Advisors
Utah
$6.22M
PIS
4
POM Investment Strategies
North Carolina
$5.67M
VWA
5
Visionary Wealth Advisors
Illinois
$3.63M
OL
6
Owen LaRue
Kentucky
$3.08M
Jane Street
7
Jane Street
New York
$2.97M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.83M
TA
9
Tactive Advisors
Florida
$2.07M
OCM
10
One Capital Management
California
$1.97M
LWMI
11
Legacy Wealth Management (Idaho)
Idaho
$1.94M
AWA
12
Authentikos Wealth Advisory
California
$1.62M
PEA
13
Park Edge Advisors
Ohio
$1.62M
JHC
14
J. Hagan Capital
Kentucky
$1.47M
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$1.42M
IC
16
IEQ Capital
California
$1.32M
LPL Financial
17
LPL Financial
California
$1.11M
ACM
18
Andina Capital Management
Utah
$980K
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$966K
CA
20
Cambridge Advisors
Nebraska
$855K
DWS
21
Discipline Wealth Solutions
South Carolina
$818K
BFAG
22
Blackston Financial Advisory Group
Florida
$728K
NWM
23
Napa Wealth Management
California
$702K
OMC
24
Old Mission Capital
Illinois
$697K
SF
25
Summit Financial
New Jersey
$664K