Simplify Volatility Premium ETF
SVOL
86 hedge funds and large institutions have $139M invested in Simplify Volatility Premium ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 19 closing their positions.
201% more call options, than puts
Call options by funds: $2.07M | Put options by funds: $688K
52% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 25
8% more capital invested
Capital invested by funds: $129M → $139M (+$9.79M)
2.22% more ownership
Funds ownership: 12.92% → 15.13% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less funds holding
Funds holding: 93 → 86 (-7)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.64M |
| 2 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
+$5.17M |
| 3 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
+$2.19M |
| 4 |
Jane Street
New York
|
+$1.96M |
| 5 |
FA
FSA Advisors
Troy,
Michigan
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
-$9.13M |
| 2 |
CP
Cumberland Partners
Toronto,
Ontario, Canada
|
-$2.28M |
| 3 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$1.81M |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.78M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.67M |
SVOL Hedge Fund Activity: Q2 2025 in Review
86 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q2 2025, worth a combined $139M — up 7.6% from $129M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of SVOL and 14 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 38 added.
The largest buyer was AE Wealth Management, adding an estimated $6.64M. The largest seller was Peak Financial Advisors, exiting entirely with an estimated $9.13M sold.
- 86 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q2 2025, down from 93 in Q1 2025.
- Funds reported $139M of Simplify Volatility Premium ETF stock for Q2 2025, up 7.6% quarter-over-quarter.
- 14 funds opened new Simplify Volatility Premium ETF positions in Q2 2025 and 19 closed out, a net change of -5 holders.
- The largest Simplify Volatility Premium ETF buyer in Q2 2025 was AE Wealth Management, an estimated $6.64M added.
- The largest Simplify Volatility Premium ETF seller in Q2 2025 was Peak Financial Advisors, an estimated $9.13M sold.
Based on aggregated 13F filings for Q2 2025.