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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.

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

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$90.2K
2
CP
2
Cumberland Partners
Ontario, Canada
$2.28M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$91K
5
ACM
5
AlphaStar Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$52K +$52K +2,877 New
IHWM
77
Iron Horse Wealth Management
Iowa
$49.1K +$45.5K +2,500 +1,250%
ACM
78
Anfield Capital Management
California
$48.3K – – –
Osaic Holdings
79
Osaic Holdings
Arizona
$40.9K +$17.7K +976 +77%
UBS Group
80
UBS Group
Switzerland
$40.8K -$227K -12,471 -85%
CA
81
Crewe Advisors
Utah
$21.4K -$2.33K -128 -10%
POIA
82
Pin Oak Investment Advisors
Texas
$15K +$12.7K +650 +565%
FWM
83
FSA Wealth Management
Massachusetts
$12K -$15.2K -838 -56%
SIS
84
Sound Income Strategies
Florida
$9.46K +$9.46K +521 New
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$8.58K -$144K -7,929 -94%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$5.34K +$5.34K +382 New
WIM
87
Westside Investment Management
California
$1.56K -$7.52K -414 -83%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$1K -$8.14K -399 -89%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$600 – – –
TH
90
TCTC Holdings
Texas
$145 – – –
LFG
91
Larson Financial Group
Missouri
$13 – – –
Jane Street
92
Jane Street
New York
– -$3.37M -162,050 Closed
ACM
93
AlphaStar Capital Management
North Carolina
– -$2.19M -105,228 Closed
MLM
94
Mount Lucas Management
Pennsylvania
– -$1.79M -86,264 Closed
OMC
95
Old Mission Capital
Illinois
– -$1.05M -50,601 Closed
AWA
96
Arkadios Wealth Advisors
Georgia
– -$665K -31,974 Closed
EWM
97
EPG Wealth Management
Georgia
– -$652K -31,381 Closed
Bank of America
98
Bank of America
North Carolina
– -$646K -31,065 Closed
SPIA
99
Steward Partners Investment Advisory
New York
– -$518K -24,933 Closed
HAS
100
HBW Advisory Services
California
– -$462K -22,217 Closed
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