SVOL icon

Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

82 hedge funds and large institutions have $132M invested in Simplify Volatility Premium ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 18 closing their positions.

Holders
82
Holders Change
-9
Holders Change %
-9.89%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
35
Reduced
24
Closed
18
Calls
$2.07M
Puts
$688K
Net Calls
+$1.39M
Net Calls Change
+$1.22M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$32.6M
2
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.6M
3
LIS
3
Legacy Investment Solutions
Idaho
$3M
4
PIS
4
POM Investment Strategies
North Carolina
$8.72M
5
Jane Street
5
Jane Street
New York
$2.1M

Top Sellers

1
PFA
1
Peak Financial Advisors
Colorado
$0
2
CP
2
Cumberland Partners
Ontario, Canada
$0
3
DAS
3
Diversify Advisory Services
Utah
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$238K
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$32.6M 1,771,470 +386,654 +28%
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.6M 1,174,210 +301,046 +34%
PIS
3
POM Investment Strategies
North Carolina
$8.72M 474,221 +127,448 +37%
PI
4
Parkside Investments
Illinois
$6.99M 380,171 -3,324 -0.9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.98M 325,226 -2,185 -0.7%
ECA
6
Elevated Capital Advisors
Utah
$4.31M 236,968 – –
VWA
7
Visionary Wealth Advisors
Illinois
$3.48M 189,097 +23,460 +14%
FA
8
FSA Advisors
Michigan
$3.37M 183,457 +108,644 +145%
LWMI
9
Legacy Wealth Management (Idaho)
Idaho
$3M 163,193 -69,727 -30%
LIS
10
Legacy Investment Solutions
Idaho
$3M 163,193 +163,193 New
AWA
11
Authentikos Wealth Advisory
California
$2.77M 150,819 +33,628 +29%
OL
12
Owen LaRue
Kentucky
$2.33M 126,496 +69,282 +121%
Jane Street
13
Jane Street
New York
$2.1M 114,135 +114,135 New
TA
14
Tactive Advisors
Florida
$1.82M 98,902 +98,902 New
DWM
15
Drive Wealth Management
Utah
$1.73M 94,109 +15,056 +19%
AWA
16
ARQ Wealth Advisors
Arizona
$1.66M 91,096 – –
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.57M 85,403 -1,707 -2%
PEA
18
Park Edge Advisors
Ohio
$1.57M 85,156 +15,640 +22%
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$1.37M 74,349 +49,087 +194%
TWC
20
TD Waterhouse Canada
Ontario, Canada
$1.1M 84,900 +32,067 +61%
DRP
21
Decker Retirement Planning
Utah
$1.02M 55,253 +36,813 +200%
OMC
22
Old Mission Capital
Illinois
$981K 53,370 +53,370 New
BFAG
23
Blackston Financial Advisory Group
Florida
$944K 51,324 +51,324 New
LPL Financial
24
LPL Financial
California
$906K 49,278 -11,391 -19%
CA
25
Cambridge Advisors
Nebraska
$888K 48,288 -1,922 -4%
1
2 3 4 5