We are live on ! Find out more
SVOL icon

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
PSFG
76
Park Square Financial Group
Georgia
$62.6K +$70K +3,444 New
AC
77
AlphaCore Capital
California
$54.6K +$61.1K +3,004 New
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$52K +$58.5K +2,877 New
IHWM
79
Iron Horse Wealth Management
Iowa
$49.1K +$50.8K +2,500 +1,250%
ACM
80
Anfield Capital Management
California
$48.3K – – –
Osaic Holdings
81
Osaic Holdings
Arizona
$40.9K +$19.8K +976 +77%
UBS Group
82
UBS Group
Switzerland
$40.8K -$254K -12,471 -85%
CA
83
Crewe Advisors
Utah
$21.4K -$2.6K -128 -10%
POIA
84
Pin Oak Investment Advisors
Texas
$15K +$13.2K +650 +565%
FWM
85
FSA Wealth Management
Massachusetts
$12K -$17K -838 -56%
SIS
86
Sound Income Strategies
Florida
$9.46K +$10.6K +521 New
JP Morgan Chase
87
JP Morgan Chase
New York
$8.58K -$161K -7,929 -94%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$5.34K +$7.77K +382 New
WIM
89
Westside Investment Management
California
$1.56K -$8.42K -414 -83%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$1K -$8.11K -399 -89%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$600 – – –
TH
92
TCTC Holdings
Texas
$145 – – –
LFG
93
Larson Financial Group
Missouri
$13 – – –
Jane Street
94
Jane Street
New York
– -$3.37M -162,050 Closed
ACM
95
AlphaStar Capital Management
North Carolina
– -$2.19M -105,228 Closed
MLM
96
Mount Lucas Management
Pennsylvania
– -$1.79M -86,264 Closed
OMC
97
Old Mission Capital
Illinois
– -$1.05M -50,601 Closed
AWA
98
Arkadios Wealth Advisors
Georgia
– -$665K -31,974 Closed
EWM
99
EPG Wealth Management
Georgia
– -$652K -31,381 Closed
Bank of America
100
Bank of America
North Carolina
– -$646K -31,065 Closed
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.