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Simplify Volatility Premium ETF
SVOL

73 hedge funds and large institutions have $87.2M invested in Simplify Volatility Premium ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $3.57M | Put options by funds: $1.95M

3.42% less ownership

Funds ownership: 15.13% → 11.72% (-3.4%)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

15% less funds holding

Funds holding: 86 → 73 (-13)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

37% less capital invested

Capital invested by funds: $139M → $87.2M (-$51.5M)

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
73
Holders Change
-13
Holders Change %
-15.12%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
23
Reduced
26
Closed
23
Calls
$3.57M
Puts
$1.95M
Net Calls
+$1.62M
Net Calls Change
+$234K

Top Buyers

1
OCM
One Capital Management
California
+$1.93M
2
ECA
Elevated Capital Advisors
Utah
+$1.91M
3
IC
IEQ Capital
California
+$1.29M
4
Jane Street
Jane Street
New York
+$890K
5
DWS
Discipline Wealth Solutions
South Carolina
+$800K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$14.2M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$10M
3
PI
Parkside Investments
Illinois
-$6.99M
4
FA
FSA Advisors
Michigan
-$3.37M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
76
FSA Advisors
Michigan
– -$3.37M -183,457 Closed
AWA
77
ARQ Wealth Advisors
Arizona
– -$1.66M -91,096 Closed
TWC
78
TD Waterhouse Canada
Ontario, Canada
– -$1.1M -84,900 Closed
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
– -$1.21M -65,755 Closed
Group One Trading
80
Group One Trading
Illinois
– -$767K -41,730 Closed
PSFG
81
Park Square Financial Group
Georgia
– -$443K -24,107 Closed
CPL
82
CAP Partners LLC
Tennessee
– -$408K -22,213 Closed
JSL
83
JT Stratford LLC
Georgia
– -$399K -21,711 Closed
AWS
84
Aspen Wealth Strategies
Colorado
– -$379K -20,606 Closed
T
85
Transce3nd
Texas
– -$289K -15,689 Closed
BCI
86
Brinker Capital Investments
Pennsylvania
– -$241K -13,100 Closed
Citadel Advisors
87
Citadel Advisors
Florida
– -$228K -12,948 Closed
HF
88
HRT Financial
New York
– -$234K -12,745 Closed
VIM
89
Vista Investment Management
Pennsylvania
– -$232K -12,611 Closed
TAP
90
Tounjian Advisory Partners
Florida
– -$198K -10,900 Closed
AAP
91
Arax Advisory Partners
Colorado
– -$171K -9,304 Closed
POIA
92
Pin Oak Investment Advisors
Texas
– -$14K -820 Closed
UBS Group
93
UBS Group
Switzerland
– -$14.1K -767 Closed
Raymond James Financial
94
Raymond James Financial
Florida
– -$5.76K -313 Closed
PA
95
Parallel Advisors
California
– -$3K -163 Closed
SA
96
Scarborough Advisors
Maryland
– -$2.76K -150 Closed
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
– -$603 -33 Closed
1 2 3
4

SVOL Hedge Fund Activity: Q3 2025 in Review

73 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q3 2025, worth a combined $87.2M — down 37% from $139M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SVOL and 15 opened new positions — a net loss of 8 holders — while 26 trimmed existing stakes and 23 added.

The largest buyer was One Capital Management, opening a new position worth an estimated $1.93M. The largest seller was AE Wealth Management, cutting an estimated $14.2M.

  • 73 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q3 2025, down from 86 in Q2 2025.
  • Funds reported $87.2M of Simplify Volatility Premium ETF stock for Q3 2025, down 37% quarter-over-quarter.
  • 15 funds opened new Simplify Volatility Premium ETF positions in Q3 2025 and 23 closed out, a net change of -8 holders.
  • The largest Simplify Volatility Premium ETF buyer in Q3 2025 was One Capital Management, an estimated $1.93M added.
  • The largest Simplify Volatility Premium ETF seller in Q3 2025 was AE Wealth Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2025.