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Simplify Volatility Premium ETF
SVOL

73 hedge funds and large institutions have $87.2M invested in Simplify Volatility Premium ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $3.57M | Put options by funds: $1.95M

3.42% less ownership

Funds ownership: 15.13% → 11.72% (-3.4%)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

15% less funds holding

Funds holding: 86 → 73 (-13)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

37% less capital invested

Capital invested by funds: $139M → $87.2M (-$51.5M)

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
73
Holders Change
-13
Holders Change %
-15.12%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
23
Reduced
26
Closed
23
Calls
$3.57M
Puts
$1.95M
Net Calls
+$1.62M
Net Calls Change
+$234K

Top Buyers

1
OCM
One Capital Management
California
+$1.93M
2
ECA
Elevated Capital Advisors
Utah
+$1.91M
3
IC
IEQ Capital
California
+$1.29M
4
Jane Street
Jane Street
New York
+$890K
5
DWS
Discipline Wealth Solutions
South Carolina
+$800K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$14.2M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$10M
3
PI
Parkside Investments
Illinois
-$6.99M
4
FA
FSA Advisors
Michigan
-$3.37M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$697K -$258K -14,648 -27%
SF
27
Summit Financial
New Jersey
$664K +$649K +36,907 New
SPC
28
Sigma Planning Corp
Michigan
$641K +$30.9K +1,757 +5%
FA
29
Fiduciary Alliance
South Carolina
$616K -$179K -10,199 -23%
CWM
30
Collaborative Wealth Management
Florida
$594K +$4.12K +234 +0.7%
DWM
31
Drive Wealth Management
Utah
$588K -$1.08M -61,467 -65%
AFP
32
Ausdal Financial Partners
Iowa
$586K -$10.6K -604 -2%
AWE
33
Avidian Wealth Enterprises
Texas
$559K – – –
MML Investors Services
34
MML Investors Services
Massachusetts
$535K +$523K +29,719 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$535K +$92.3K +5,246 +21%
DRP
36
Decker Retirement Planning
Utah
$527K -$457K -25,984 -47%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$523K +$511K +29,043 New
SIA
38
Soltis Investment Advisors
Utah
$516K +$504K +28,667 New
LC
39
Luminist Capital
Michigan
$379K -$42.6K -2,419 -10%
RA
40
RFG Advisory
Alabama
$328K -$62K -3,523 -16%
Creative Planning
41
Creative Planning
Kansas
$311K +$2.73K +155 +0.9%
CCC
42
Compass Capital Corp
Massachusetts
$291K -$186K -10,597 -39%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$289K -$17.6K -1,000 -6%
SPWM
44
Straight Path Wealth Management
Michigan
$272K – – –
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$270K +$264K +14,984 New
HighTower Advisors
46
HighTower Advisors
Illinois
$266K -$50.2K -2,852 -16%
GA
47
Guerra Advisors
Florida
$254K -$270K -15,355 -52%
AO
48
Advisor OS
Illinois
$181K +$177K +10,061 New
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$181K +$177K +10,061 New
AF
50
Allworth Financial
California
$180K – – –
1
2
3 4

SVOL Hedge Fund Activity: Q3 2025 in Review

73 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q3 2025, worth a combined $87.2M — down 37% from $139M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SVOL and 15 opened new positions — a net loss of 8 holders — while 26 trimmed existing stakes and 23 added.

The largest buyer was One Capital Management, opening a new position worth an estimated $1.93M. The largest seller was AE Wealth Management, cutting an estimated $14.2M.

  • 73 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q3 2025, down from 86 in Q2 2025.
  • Funds reported $87.2M of Simplify Volatility Premium ETF stock for Q3 2025, down 37% quarter-over-quarter.
  • 15 funds opened new Simplify Volatility Premium ETF positions in Q3 2025 and 23 closed out, a net change of -8 holders.
  • The largest Simplify Volatility Premium ETF buyer in Q3 2025 was One Capital Management, an estimated $1.93M added.
  • The largest Simplify Volatility Premium ETF seller in Q3 2025 was AE Wealth Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2025.