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Simplify Volatility Premium ETF
SVOL

93 hedge funds and large institutions have $129M invested in Simplify Volatility Premium ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

15% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.1M

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

2.24% more ownership

Funds ownership: 10.68% → 12.92% (+2.2%)

0% more funds holding

Funds holding: 93 → 93 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% less capital invested

Capital invested by funds: $129M → $129M (-$24.8K)

Holders
93
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
34
Reduced
26
Closed
22
Calls
$1.27M
Puts
$1.1M
Net Calls
+$165K
Net Calls Change
+$2.11M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$10.9M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$9.32M
3
PIS
POM Investment Strategies
North Carolina
+$7.05M
4
ECA
Elevated Capital Advisors
Utah
+$3.8M
5
HBS
Howard Bailey Securities
Indiana
+$3.08M

Top Sellers

1
CP
Cumberland Partners
Ontario, Canada
-$4.24M
2
Jane Street
Jane Street
New York
-$3.37M
3
Morgan Stanley
Morgan Stanley
New York
-$3.06M
4
CA
CoreCap Advisors
Michigan
-$2.35M
5
ACM
AlphaStar Capital Management
North Carolina
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$329K – – –
HF
52
HRT Financial
New York
$329K +$368K +18,118 New
CAM
53
CPA Asset Management
Florida
$315K -$440K -21,651 -56%
AWS
54
Atria Wealth Solutions
New York
$304K +$6.1K +300 +2%
Creative Planning
55
Creative Planning
Kansas
$303K +$339K +16,669 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$303K +$338K +16,640 New
BCI
57
Brinker Capital Investments
Pennsylvania
$296K -$3.27K -161 -1%
OPS
58
Orion Portfolio Solutions
Nebraska
$296K -$3.27K -161 -1%
SPWM
59
Straight Path Wealth Management
Michigan
$275K +$308K +15,150 New
ACA
60
Aptus Capital Advisors
Alabama
$267K -$104K -5,120 -26%
TAP
61
Tounjian Advisory Partners
Florida
$264K +$295K +14,496 New
CNWM
62
Clay Northam Wealth Management
California
$237K +$265K +13,050 New
HighTower Advisors
63
HighTower Advisors
Illinois
$231K -$12.3K -604 -5%
T
64
Transce3nd
Texas
$228K +$255K +12,530 New
VIM
65
Vista Investment Management
Pennsylvania
$224K -$5.04K -248 -2%
BlackRock
66
BlackRock
New York
$208K +$233K +11,442 New
FPAS
67
Focus Partners Advisor Solutions
Missouri
$195K +$218K +10,734 New
CA
68
CoreCap Advisors
Michigan
$185K -$2.35M -115,568 -92%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$184K -$1.31M -64,388 -86%
SBIA
70
Sheaff Brock Investment Advisors
Indiana
$182K – – –
AAP
71
Arax Advisory Partners
Colorado
$161K +$7.18K +353 +4%
Morgan Stanley
72
Morgan Stanley
New York
$91K -$3.06M -150,336 -97%
WA
73
Whipplewood Advisors
Colorado
$90.2K -$91.4K -4,496 -100%
IA
74
IFP Advisors
Florida
$85.1K +$9.29K +457 +11%
FWA
75
FSC Wealth Advisors
New York
$83.2K – – –
1 2
3
4 5

SVOL Hedge Fund Activity: Q1 2025 in Review

93 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q1 2025, worth a combined $129M — down 0.02% from $129M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SVOL positions and 22 closed out — a net gain of 3 holders — while 34 added to existing stakes and 26 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $10.9M. The largest seller was Cumberland Partners, cutting an estimated $4.24M.

  • 93 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $129M of Simplify Volatility Premium ETF stock for Q1 2025, down 0.02% quarter-over-quarter.
  • 25 funds opened new Simplify Volatility Premium ETF positions in Q1 2025 and 22 closed out, a net change of +3 holders.
  • The largest Simplify Volatility Premium ETF buyer in Q1 2025 was AE Wealth Management, an estimated $10.9M added.
  • The largest Simplify Volatility Premium ETF seller in Q1 2025 was Cumberland Partners, an estimated $4.24M sold.

Based on aggregated 13F filings for Q1 2025.