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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

91 hedge funds and large institutions have $125M invested in Simplify Volatility Premium ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
34
Reduced
26
Closed
21
Calls
$1.27M
Puts
$1.1M
Net Calls
+$165K
Net Calls Change
+$2.11M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$25.2M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.9M
3
PIS
POM Investment Strategies
North Carolina
$6.3M
4
ECA
Elevated Capital Advisors
Utah
$4.31M
5
AWA
Authentikos Wealth Advisory
California
$2.13M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$90.2K
2
CP
Cumberland Partners
Ontario, Canada
$2.28M
3
Jane Street
Jane Street
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$91K
5
ACM
AlphaStar Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
51
CPA Asset Management
Florida
$315K -$394K -21,651 -56%
AWS
52
Atria Wealth Solutions
New York
$304K +$5.45K +300 +2%
Creative Planning
53
Creative Planning
Kansas
$303K +$303K +16,669 New
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$303K +$303K +16,640 New
BCI
55
Brinker Capital Investments
Pennsylvania
$296K -$2.93K -161 -1%
OPS
56
Orion Portfolio Solutions
Nebraska
$296K -$2.93K -161 -1%
SPWM
57
Straight Path Wealth Management
Michigan
$275K +$275K +15,150 New
ACA
58
Aptus Capital Advisors
Alabama
$267K -$93.1K -5,120 -26%
TAP
59
Tounjian Advisory Partners
Florida
$264K +$264K +14,496 New
CNWM
60
Clay Northam Wealth Management
California
$237K +$237K +13,050 New
HighTower Advisors
61
HighTower Advisors
Illinois
$231K -$11K -604 -5%
T
62
Transce3nd
Texas
$228K +$228K +12,530 New
VIM
63
Vista Investment Management
Pennsylvania
$224K -$4.51K -248 -2%
BlackRock
64
BlackRock
New York
$208K +$208K +11,442 New
FPAS
65
Focus Partners Advisor Solutions
Missouri
$195K +$195K +10,734 New
CA
66
CoreCap Advisors
Michigan
$185K -$2.1M -115,568 -92%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$184K -$1.17M -64,388 -86%
SBIA
68
Sheaff Brock Investment Advisors
Indiana
$182K – – –
AAP
69
Arax Advisory Partners
Colorado
$161K +$6.42K +353 +4%
Morgan Stanley
70
Morgan Stanley
New York
$91K -$2.73M -150,336 -97%
WA
71
Whipplewood Advisors
Colorado
$90.2K -$20.3M -4,496 -100%
IA
72
IFP Advisors
Florida
$85.1K +$8.31K +457 +11%
FWA
73
FSC Wealth Advisors
New York
$83.2K – – –
PSFG
74
Park Square Financial Group
Georgia
$62.6K +$62.6K +3,444 New
AC
75
AlphaCore Capital
California
$54.6K +$54.6K +3,004 New
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