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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
AWM
1
AE Wealth Management
Kansas
$25.2M +$10.9M +534,805 +63%
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.9M +$9.32M +458,519 +111%
PFA
3
Peak Financial Advisors
Colorado
$9.13M +$316K +15,523 +3%
PI
4
Parkside Investments
Illinois
$6.97M +$1.34M +65,729 +21%
PIS
5
POM Investment Strategies
North Carolina
$6.3M +$7.05M +346,773 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.95M +$350K +17,206 +6%
ECA
7
Elevated Capital Advisors
Utah
$4.31M +$3.8M +187,112 +375%
LWMI
8
Legacy Wealth Management (Idaho)
Idaho
$4.23M -$2.07M -101,582 -30%
VWA
9
Visionary Wealth Advisors
Illinois
$3.01M +$1.26M +61,772 +59%
HBS
10
Howard Bailey Securities
Indiana
$2.75M +$3.08M +151,327 New
CP
11
Cumberland Partners
Ontario, Canada
$2.28M -$4.24M -208,483 -62%
AWA
12
Authentikos Wealth Advisory
California
$2.23M +$2.49M +122,608 New
Citadel Advisors
13
Citadel Advisors
Florida
$2M +$610K +29,992 +37%
DAS
14
Diversify Advisory Services
Utah
$1.81M +$196K +9,644 +10%
AWA
15
Arete Wealth Advisors
Illinois
$1.78M +$169K +8,310 +9%
AWA
16
ARQ Wealth Advisors
Arizona
$1.66M +$472K +23,197 +34%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.58M +$279K +13,723 +19%
PS
18
Principal Securities
Iowa
$1.48M – – –
ACM
19
Andina Capital Management
Utah
$1.46M +$146K +7,184 +10%
DWM
20
Drive Wealth Management
Utah
$1.44M +$391K +19,216 +32%
JHC
21
J. Hagan Capital
Kentucky
$1.36M +$1.33M +65,507 New
FA
22
FSA Advisors
Michigan
$1.36M +$891K +43,818 +141%
PEA
23
Park Edge Advisors
Ohio
$1.26M +$178K +8,771 +14%
LPL Financial
24
LPL Financial
California
$1.1M -$99.2K -4,879 -7%
OL
25
Owen LaRue
Kentucky
$1.04M +$1.16M +57,214 New
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.