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Simplify Volatility Premium ETF
SVOL

Overview Fund Activity

91 hedge funds and large institutions have $125M invested in Simplify Volatility Premium ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 21 closing their positions.

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
34
Reduced
26
Closed
21
Calls
$1.27M
Puts
$1.1M
Net Calls
+$165K
Net Calls Change
+$2.11M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$25.2M
2
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.9M
3
PIS
3
POM Investment Strategies
North Carolina
$6.3M
4
ECA
4
Elevated Capital Advisors
Utah
$4.31M
5
AWA
5
Authentikos Wealth Advisory
California
$2.13M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$90.2K
2
CP
2
Cumberland Partners
Ontario, Canada
$2.28M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$91K
5
ACM
5
AlphaStar Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$25.2M 1,384,816 +534,805 +63%
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.9M 873,164 +458,519 +111%
PFA
3
Peak Financial Advisors
Colorado
$9.13M 502,384 +15,523 +3%
PI
4
Parkside Investments
Illinois
$6.97M 383,495 +65,729 +21%
PIS
5
POM Investment Strategies
North Carolina
$6.3M 346,773 +346,773 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.95M 327,411 +17,206 +6%
ECA
7
Elevated Capital Advisors
Utah
$4.31M 236,968 +187,112 +375%
LWMI
8
Legacy Wealth Management (Idaho)
Idaho
$4.23M 232,920 -101,582 -30%
VWA
9
Visionary Wealth Advisors
Illinois
$3.01M 165,637 +61,772 +59%
CP
10
Cumberland Partners
Ontario, Canada
$2.28M 126,665 -208,483 -62%
AWA
11
Authentikos Wealth Advisory
California
$2.13M 117,191 +117,191 New
Citadel Advisors
12
Citadel Advisors
Florida
$2M 110,071 +29,992 +37%
DAS
13
Diversify Advisory Services
Utah
$1.81M 109,305 +9,644 +10%
AWA
14
Arete Wealth Advisors
Illinois
$1.79M 98,206 +8,310 +9%
AWA
15
ARQ Wealth Advisors
Arizona
$1.66M 91,096 +23,197 +34%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.58M 87,110 +13,723 +19%
PS
17
Principal Securities
Iowa
$1.48M 71,342 – –
ACM
18
Andina Capital Management
Utah
$1.46M 80,166 +7,184 +10%
DWM
19
Drive Wealth Management
Utah
$1.44M 79,053 +19,216 +32%
JHC
20
J. Hagan Capital
Kentucky
$1.36M 65,507 +65,507 New
FA
21
FSA Advisors
Michigan
$1.36M 74,813 +43,818 +141%
PEA
22
Park Edge Advisors
Ohio
$1.26M 69,516 +8,771 +14%
LPL Financial
23
LPL Financial
California
$1.1M 60,669 -4,879 -7%
OL
24
Owen LaRue
Kentucky
$1.04M 57,214 +57,214 New
TWC
25
TD Waterhouse Canada
Ontario, Canada
$1.04M 52,833 +33,933 +180%
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