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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

83 hedge funds and large institutions have $133M invested in Simplify Volatility Premium ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-8
Holders Change %
-8.79%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
36
Reduced
24
Closed
19
Calls
$2.07M
Puts
$688K
Net Calls
+$1.39M
Net Calls Change
+$1.22M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$7.11M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$5.54M
3
PIS
POM Investment Strategies
North Carolina
+$2.34M
4
Jane Street
Jane Street
New York
+$2.1M
5
FA
FSA Advisors
Michigan
+$2M

Top Sellers

1
PFA
Peak Financial Advisors
Colorado
-$9.13M
2
CP
Cumberland Partners
Ontario, Canada
-$2.28M
3
DAS
Diversify Advisory Services
Utah
-$1.81M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.79M
5
AWA
Arete Wealth Advisors
Illinois
-$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cambridge Advisors
Nebraska
$888K -$35.3K -1,922 -4%
FA
27
Fiduciary Alliance
South Carolina
$817K -$87.1K -4,738 -10%
CF
28
Claris Financial
Virginia
$808K +$808K +43,963 New
ACM
29
Andina Capital Management
Utah
$782K -$692K -37,630 -47%
Group One Trading
30
Group One Trading
Illinois
$767K +$135K +7,330 +21%
NWM
31
Napa Wealth Management
California
$714K +$17.7K +962 +3%
CCP
32
Clarity Capital Partners
California
$711K +$97.8K +5,318 +16%
SPC
33
Sigma Planning Corp
Michigan
$623K +$75.4K +4,102 +14%
AFP
34
Ausdal Financial Partners
Iowa
$610K +$9.6K +522 +2%
CWM
35
Collaborative Wealth Management
Florida
$602K +$62.3K +3,389 +12%
AWE
36
Avidian Wealth Enterprises
Texas
$571K +$571K +31,065 New
GA
37
Guerra Advisors
Florida
$542K +$542K +29,485 New
CCC
38
Compass Capital Corp
Massachusetts
$458K -$326K -19,136 -42%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$450K +$144K +7,815 +47%
PSFG
40
Park Square Financial Group
Georgia
$443K +$380K +20,663 +600%
LC
41
Luminist Capital
Michigan
$425K -$1.61K -88 -0.4%
CPL
42
CAP Partners LLC
Tennessee
$408K +$13.2K +716 +3%
RA
43
RFG Advisory
Alabama
$400K -$6.62K -360 -2%
JSL
44
JT Stratford LLC
Georgia
$399K +$29.3K +1,595 +8%
AWS
45
Aspen Wealth Strategies
Colorado
$379K -$313K -17,010 -45%
HighTower Advisors
46
HighTower Advisors
Illinois
$324K +$90.3K +4,910 +39%
AWS
47
Atria Wealth Solutions
New York
$317K +$9.2K +500 +3%
Creative Planning
48
Creative Planning
Kansas
$315K +$8.31K +452 +3%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$314K -$18.4K -1,000 -6%
ACA
50
Aptus Capital Advisors
Alabama
$310K +$40.1K +2,180 +15%
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