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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

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

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$7.11M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$5.54M
3
PIS
POM Investment Strategies
North Carolina
+$2.34M
4
Jane Street
Jane Street
New York
+$2.1M
5
FA
FSA Advisors
Michigan
+$2M

Top Sellers

1
PFA
Peak Financial Advisors
Colorado
-$9.13M
2
CP
Cumberland Partners
Ontario, Canada
-$2.28M
3
DAS
Diversify Advisory Services
Utah
-$1.81M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.79M
5
AWA
Arete Wealth Advisors
Illinois
-$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$8.33K +$8.33K +453 New
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$7.03K – – –
Raymond James Financial
78
Raymond James Financial
Florida
$5.76K +$5.76K +313 New
PA
79
Parallel Advisors
California
$3K +$3K +163 New
SA
80
Scarborough Advisors
Maryland
$2.76K +$2.76K +150 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$1K – – –
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$603 – – –
TH
83
TCTC Holdings
Texas
$147 – – –
LFG
84
Larson Financial Group
Missouri
$14 – – –
PFA
85
Peak Financial Advisors
Colorado
– -$9.13M -502,384 Closed
CP
86
Cumberland Partners
Ontario, Canada
– -$2.28M -126,665 Closed
DAS
87
Diversify Advisory Services
Utah
– -$1.81M -109,305 Closed
AWA
88
Arete Wealth Advisors
Illinois
– -$1.79M -98,206 Closed
PS
89
Principal Securities
Iowa
– -$1.48M -71,342 Closed
PWM
90
Prosperity Wealth Management
California
– -$846K -46,554 Closed
IMC Chicago
91
IMC Chicago
Illinois
– -$677K -37,254 Closed
GS
92
GWN Securities
Florida
– -$679K -34,860 Closed
MA
93
Mutual Advisors
Nebraska
– -$492K -29,950 Closed
CAM
94
CPA Asset Management
Florida
– -$315K -17,304 Closed
CNWM
95
Clay Northam Wealth Management
California
– -$237K -13,050 Closed
FPAS
96
Focus Partners Advisor Solutions
Missouri
– -$195K -10,734 Closed
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
– -$184K -10,100 Closed
FWA
98
FSC Wealth Advisors
New York
– -$83.2K -4,578 Closed
AC
99
AlphaCore Capital
California
– -$54.6K -3,004 Closed
IHWM
100
Iron Horse Wealth Management
Iowa
– -$49.1K -2,700 Closed
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