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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
ACA
51
Aptus Capital Advisors
Alabama
$124K -$19.1K -1,135 -12%
Belvedere Trading
52
Belvedere Trading
Illinois
$118K +$130K +7,703 New
PIS
53
POM Investment Strategies
North Carolina
$114K -$3.34M -197,811 -96%
LC
54
Luminist Capital
Michigan
$105K +$25.5K +1,509 +28%
WA
55
Whipplewood Advisors
Colorado
$87.4K +$2.78K +165 +3%
CA
56
CoreCap Advisors
Michigan
$85.4K -$1.79K -106 -2%
IA
57
IFP Advisors
Florida
$64.9K +$9.7K +575 +16%
SFG
58
Strive Financial Group
Indiana
$56K
ACM
59
Anfield Capital Management
California
$40.7K
FFA
60
Farther Finance Advisors
California
$40.3K -$253K -15,002 -85%
JP Morgan Chase
61
JP Morgan Chase
New York
$38.5K +$43K +2,551 New
HNB
62
Huntington National Bank
Ohio
$30.7K
SIS
63
Sound Income Strategies
Florida
$24.6K +$2.28K +135 +9%
CA
64
Clearstead Advisors
Ohio
$22.6K +$3.46K +205 +16%
CA
65
Crewe Advisors
Utah
$18.3K
BlackRock
66
BlackRock
New York
$18.2K
UBS Group
67
UBS Group
Switzerland
$14.9K +$6.14K +364 +60%
SWM
68
SHP Wealth Management
Massachusetts
$11.7K -$14.2K -840 -52%
SAM
69
Smartleaf Asset Management
Massachusetts
$10.4K +$11.6K +685 New
TCM
70
Triumph Capital Management
Colorado
$7.98K
SC
71
Stance Capital
Massachusetts
$7.96K +$8.75K +519 New
RFP
72
Root Financial Partners
California
$3.94K
Osaic Holdings
73
Osaic Holdings
Arizona
$3.79K -$19K -1,125 -82%
DSC
74
Duncker Streett & Co
Missouri
$3.07K
MCI
75
MRP Capital Investments
Georgia
$3.07K

SVOL Hedge Fund Activity: Q1 2026 in Review

78 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q1 2026, worth a combined $56.9M — down 22% from $72.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SVOL positions and 13 closed out — a net gain of 1 holder — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Cavalier Investments, opening a new position worth an estimated $4.39M. The largest seller was POM Investment Strategies, cutting an estimated $3.34M.

  • 78 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q1 2026, down from 79 in Q4 2025.
  • Funds reported $56.9M of Simplify Volatility Premium ETF stock for Q1 2026, down 22% quarter-over-quarter.
  • 14 funds opened new Simplify Volatility Premium ETF positions in Q1 2026 and 13 closed out, a net change of +1 holder.
  • The largest Simplify Volatility Premium ETF buyer in Q1 2026 was Cavalier Investments, an estimated $4.39M added.
  • The largest Simplify Volatility Premium ETF seller in Q1 2026 was POM Investment Strategies, an estimated $3.34M sold.

Based on aggregated 13F filings for Q1 2026.