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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
SPIA
101
Steward Partners Investment Advisory
New York
– -$518K -24,933 Closed
HAS
102
HBW Advisory Services
California
– -$462K -22,217 Closed
TSS
103
Two Sigma Securities
New York
– -$404K -19,447 Closed
RPGK
104
Retirement Planning Group (Kansas)
Kansas
– -$353K -16,970 Closed
CW
105
CreativeOne Wealth
Kansas
– -$253K -12,188 Closed
BAM
106
Belpointe Asset Management
Nevada
– -$234K -10,485 Closed
BIP
107
Blueprint Investment Partners
North Carolina
– -$214K -10,313 Closed
Wolverine Trading
108
Wolverine Trading
Illinois
– -$207K -9,863 Closed
OIA
109
OneDigital Investment Advisors
Kansas
– -$204K -9,802 Closed
OWP
110
ORG Wealth Partners
Texas
– -$23.5K -1,132 Closed
TAM
111
Tucker Asset Management
Colorado
– -$14.3K -687 Closed
AWM
112
Avior Wealth Management
Nebraska
– -$7.48K -360 Closed
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
– -$6.3K -303 Closed
S
114
SignatureFD
Georgia
– -$1.12K -54 Closed
Fidelity Investments
115
Fidelity Investments
Massachusetts
– -$21 -1 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.