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Simplify Volatility Premium ETF

78 hedge funds and large institutions have $56.9M invested in Simplify Volatility Premium ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $1.82M

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

1% less funds holding

Funds holding: 7978 (-1)

1.43% less ownership

Funds ownership: 11.34%9.91% (-1.4%)

22% less capital invested

Capital invested by funds: $72.9M → $56.9M (-$15.9M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% 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
14
Increased
26
Reduced
26
Closed
13
Calls
$2.33M
Puts
$1.82M
Net Calls
+$507K
Net Calls Change
-$984K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$508K -$386K -22,876 -41%
MML Investors Services
27
MML Investors Services
Massachusetts
$499K +$55.5K +3,290 +11%
AWE
28
Avidian Wealth Enterprises
Texas
$477K
MG
29
Mather Group
Illinois
$461K +$507K +30,042 New
MWM
30
Maridea Wealth Management
New York
$393K +$432K +25,587 New
SI
31
Stirlingshire Investments
New York
$340K -$205K -12,142 -35%
SF
32
Summit Financial
New Jersey
$333K -$129K -7,658 -26%
IMC Chicago
33
IMC Chicago
Illinois
$325K +$357K +21,195 New
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$284K +$48.2K +2,859 +18%
RA
35
RFG Advisory
Alabama
$280K
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$220K +$43.2K +2,562 +22%
FA
37
Fiduciary Alliance
South Carolina
$217K -$62.1K -3,682 -21%
Simplex Trading
38
Simplex Trading
Illinois
$196K +$215K +12,774 New
MWM
39
Mosley Wealth Management
California
$186K -$67.2K -3,986 -28%
AO
40
Advisor OS
Illinois
$185K +$4.72K +280 +2%
DRP
41
Decker Retirement Planning
Utah
$177K -$9.45K -560 -5%
IP
42
Ignite Planners
California
$173K +$13.6K +804 +8%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$169K +$186K +11,013 New
ZA
44
Zazove Associates
Nevada
$167K +$184K +10,900 New
GPWA
45
Gaddis Premier Wealth Advisors
Oklahoma
$161K +$177K +10,500 New
JHC
46
J. Hagan Capital
Kentucky
$159K -$12K -710 -6%
AWA
47
Arkadios Wealth Advisors
Georgia
$156K +$172K +10,175 New
AAP
48
Arax Advisory Partners
Colorado
$156K +$4.07K +241 +2%
OMC
49
Old Mission Capital
Illinois
$156K -$390K -23,150 -70%
AF
50
Allworth Financial
California
$153K