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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
$32.6M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.6M
3
PIS
POM Investment Strategies
North Carolina
$8.72M
4
Jane Street
Jane Street
New York
$2.1M
5
FA
FSA Advisors
Michigan
$3.37M

Top Sellers

1
PFA
Peak Financial Advisors
Colorado
$0
2
CP
Cumberland Partners
Ontario, Canada
$0
3
DAS
Diversify Advisory Services
Utah
$0
4
Citadel Advisors
Citadel Advisors
Florida
$238K
5
AWA
Arete Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$32.6M +$7.11M +386,654 +28%
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.6M +$5.54M +301,046 +34%
PIS
3
POM Investment Strategies
North Carolina
$8.72M +$2.34M +127,448 +37%
PI
4
Parkside Investments
Illinois
$6.99M -$61.1K -3,324 -0.9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.98M -$40.2K -2,185 -0.7%
ECA
6
Elevated Capital Advisors
Utah
$4.31M – – –
VWA
7
Visionary Wealth Advisors
Illinois
$3.48M +$431K +23,460 +14%
FA
8
FSA Advisors
Michigan
$3.37M +$2M +108,644 +145%
LWMI
9
Legacy Wealth Management (Idaho)
Idaho
$3M -$1.28M -69,727 -30%
LIS
10
Legacy Investment Solutions
Idaho
$3M +$3M +163,193 New
AWA
11
Authentikos Wealth Advisory
California
$2.77M +$618K +33,628 +29%
OL
12
Owen LaRue
Kentucky
$2.33M +$1.27M +69,282 +121%
Jane Street
13
Jane Street
New York
$2.1M +$2.1M +114,135 New
TA
14
Tactive Advisors
Florida
$1.82M +$1.82M +98,902 New
DWM
15
Drive Wealth Management
Utah
$1.73M +$277K +15,056 +19%
AWA
16
ARQ Wealth Advisors
Arizona
$1.66M – – –
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.57M -$31.4K -1,707 -2%
PEA
18
Park Edge Advisors
Ohio
$1.57M +$288K +15,640 +22%
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$1.37M +$903K +49,087 +194%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.21M +$488K +26,520 +68%
TWC
21
TD Waterhouse Canada
Ontario, Canada
$1.1M +$415K +32,067 +61%
DRP
22
Decker Retirement Planning
Utah
$1.02M +$677K +36,813 +200%
OMC
23
Old Mission Capital
Illinois
$981K +$981K +53,370 New
BFAG
24
Blackston Financial Advisory Group
Florida
$944K +$944K +51,324 New
LPL Financial
25
LPL Financial
California
$906K -$209K -11,391 -19%
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