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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

91 hedge funds and large institutions have $125M invested in Simplify Volatility Premium ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-2
Holders Change %
-2.15%
% 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
23
Increased
34
Reduced
26
Closed
21
Calls
$1.27M
Puts
$1.1M
Net Calls
+$165K
Net Calls Change
+$2.11M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$25.2M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.9M
3
PIS
POM Investment Strategies
North Carolina
$6.3M
4
ECA
Elevated Capital Advisors
Utah
$4.31M
5
AWA
Authentikos Wealth Advisory
California
$2.13M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$90.2K
2
CP
Cumberland Partners
Ontario, Canada
$2.28M
3
Jane Street
Jane Street
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$91K
5
ACM
AlphaStar Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cambridge Advisors
Nebraska
$913K +$72K +3,960 +9%
FA
27
Fiduciary Alliance
South Carolina
$894K +$172K +9,452 +24%
PWM
28
Prosperity Wealth Management
California
$846K +$412K +22,636 +95%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$713K -$686K -37,730 -49%
NWM
30
Napa Wealth Management
California
$688K +$60.9K +3,352 +10%
AWS
31
Aspen Wealth Strategies
Colorado
$684K -$19.9K -1,095 -3%
GS
32
GWN Securities
Florida
$679K +$679K +34,860 New
IMC Chicago
33
IMC Chicago
Illinois
$677K +$677K +37,254 New
CCC
34
Compass Capital Corp
Massachusetts
$666K -$31K -2,146 -4%
Group One Trading
35
Group One Trading
Illinois
$625K +$625K +34,400 New
CCP
36
Clarity Capital Partners
California
$607K +$133K +7,340 +28%
AFP
37
Ausdal Financial Partners
Iowa
$594K -$15.5K -851 -3%
SAF
38
Smith Anglin Financial
Texas
$580K -$880K -48,402 -60%
SPC
39
Sigma Planning Corp
Michigan
$541K +$65.6K +3,610 +14%
CWM
40
Collaborative Wealth Management
Florida
$534K -$13.9K -762 -3%
MA
41
Mutual Advisors
Nebraska
$492K +$492K +29,950 New
FFA
42
Farther Finance Advisors
California
$475K -$541K -29,523 -53%
BOSSRA
43
B.O.S.S. Retirement Advisors
Utah
$459K +$166K +9,115 +56%
LC
44
Luminist Capital
Michigan
$428K +$38.2K +2,084 +10%
RA
45
RFG Advisory
Alabama
$402K +$402K +22,106 New
CPL
46
CAP Partners LLC
Tennessee
$391K +$24.3K +1,335 +7%
JSL
47
JT Stratford LLC
Georgia
$366K +$8.73K +480 +2%
DRP
48
Decker Retirement Planning
Utah
$335K +$271K +14,926 +425%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$329K – – –
HF
50
HRT Financial
New York
$329K +$329K +18,118 New
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