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Simplify Volatility Premium ETF

83 hedge funds and large institutions have $133M invested in Simplify Volatility Premium ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-8
Holders Change %
-8.79%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
36
Reduced
24
Closed
19
Calls
$2.07M
Puts
$688K
Net Calls
+$1.39M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Shares
Change %
T
51
Transce3nd
Texas
$289K +$58.1K +3,159 +25%
SAF
52
Smith Anglin Financial
Texas
$280K -$307K -16,689 -52%
SPWM
53
Straight Path Wealth Management
Michigan
$278K -$920 -50 -0.3%
BCI
54
Brinker Capital Investments
Pennsylvania
$241K -$58.1K -3,157 -19%
Citadel Advisors
55
Citadel Advisors
Florida
$238K -$1.79M -97,123 -88%
HF
56
HRT Financial
New York
$234K -$98.6K -5,373 -30%
VIM
57
Vista Investment Management
Pennsylvania
$232K +$5.63K +306 +2%
CA
58
CoreCap Advisors
Michigan
$205K +$17.6K +959 +9%
TAP
59
Tounjian Advisory Partners
Florida
$198K -$65.4K -3,596 -25%
AF
60
Allworth Financial
California
$184K +$184K +10,000 New
AAP
61
Arax Advisory Partners
Colorado
$171K +$8.29K +451 +5%
Morgan Stanley
62
Morgan Stanley
New York
$140K +$47.5K +2,583 +52%
Belvedere Trading
63
Belvedere Trading
Illinois
$118K +$118K +6,427 New
WA
64
Whipplewood Advisors
Colorado
$91.2K +$90.9K +4,941 +24,705%
IA
65
IFP Advisors
Florida
$85.7K -$405 -22 -0.5%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$55K +$1.61K +87 +3%
ACM
67
Anfield Capital Management
California
$48.8K
BlackRock
68
BlackRock
New York
$43.7K -$167K -9,065 -79%
FFA
69
Farther Finance Advisors
California
$41.3K -$436K -23,703 -91%
HNB
70
Huntington National Bank
Ohio
$36.8K
Osaic Holdings
71
Osaic Holdings
Arizona
$26.5K -$19.2K -945 -42%
CA
72
Crewe Advisors
Utah
$21.8K +$129 +7 +0.6%
UBS Group
73
UBS Group
Switzerland
$14.1K -$27.2K -1,479 -66%
POIA
74
Pin Oak Investment Advisors
Texas
$14K +$939 +55 +7%
SIS
75
Sound Income Strategies
Florida
$9.57K