SVOL icon

Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

81 hedge funds and large institutions have $132M invested in Simplify Volatility Premium ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 19 closing their positions.

Holders
81
Holders Change
-10
Holders Change %
-10.99%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
35
Reduced
24
Closed
19
Calls
$2.07M
Puts
$688K
Net Calls
+$1.39M
Net Calls Change
+$1.22M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$32.6M
2
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.6M
3
LIS
3
Legacy Investment Solutions
Idaho
$3M
4
PIS
4
POM Investment Strategies
North Carolina
$8.72M
5
Jane Street
5
Jane Street
New York
$2.1M

Top Sellers

1
PFA
1
Peak Financial Advisors
Colorado
$0
2
CP
2
Cumberland Partners
Ontario, Canada
$0
3
DAS
3
Diversify Advisory Services
Utah
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$238K
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
76
Raymond James Financial
Florida
$5.76K 313 +313 New
PA
77
Parallel Advisors
California
$3K 163 +163 New
SA
78
Scarborough Advisors
Maryland
$2.76K 150 +150 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$1K 49 – –
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$603 33 – –
TH
81
TCTC Holdings
Texas
$147 8 – –
LFG
82
Larson Financial Group
Missouri
$14 1 – –
PFA
83
Peak Financial Advisors
Colorado
– – -502,384 Closed
CP
84
Cumberland Partners
Ontario, Canada
– – -126,665 Closed
DAS
85
Diversify Advisory Services
Utah
– – -109,305 Closed
AWA
86
Arete Wealth Advisors
Illinois
– – -98,206 Closed
PS
87
Principal Securities
Iowa
– – -71,342 Closed
PWM
88
Prosperity Wealth Management
California
– – -46,554 Closed
IMC Chicago
89
IMC Chicago
Illinois
– – -37,254 Closed
GS
90
GWN Securities
Florida
– – -34,860 Closed
MA
91
Mutual Advisors
Nebraska
– – -29,950 Closed
CAM
92
CPA Asset Management
Florida
– – -17,304 Closed
CNWM
93
Clay Northam Wealth Management
California
– – -13,050 Closed
FPAS
94
Focus Partners Advisor Solutions
Missouri
– – -10,734 Closed
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
– – -10,100 Closed
FWA
96
FSC Wealth Advisors
New York
– – -4,578 Closed
AC
97
AlphaCore Capital
California
– – -3,004 Closed
IHWM
98
Iron Horse Wealth Management
Iowa
– – -2,700 Closed
FWM
99
FSA Wealth Management
Massachusetts
– – -662 Closed
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
– – -472 Closed
1 2 3
4
5