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Simplify Volatility Premium ETF

72 hedge funds and large institutions have $86.4M invested in Simplify Volatility Premium ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

37% less capital invested

Capital invested by funds: $138M → $86.4M (-$51.8M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.57M
Puts
$1.95M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$17.4M
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.9M
ECA
3
Elevated Capital Advisors
Utah
$6.22M
PIS
4
POM Investment Strategies
North Carolina
$5.67M
VWA
5
Visionary Wealth Advisors
Illinois
$3.63M
OL
6
Owen LaRue
Kentucky
$3.08M
Jane Street
7
Jane Street
New York
$2.97M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.83M
HBS
9
Howard Bailey Securities
Indiana
$2.43M
TA
10
Tactive Advisors
Florida
$2.07M
OCM
11
One Capital Management
California
$1.97M
LWMI
12
Legacy Wealth Management (Idaho)
Idaho
$1.94M
AWA
13
Authentikos Wealth Advisory
California
$1.62M
PEA
14
Park Edge Advisors
Ohio
$1.62M
JHC
15
J. Hagan Capital
Kentucky
$1.47M
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.42M
IC
17
IEQ Capital
California
$1.32M
LPL Financial
18
LPL Financial
California
$1.11M
ACM
19
Andina Capital Management
Utah
$980K
BOSSRA
20
B.O.S.S. Retirement Advisors
Utah
$966K
CA
21
Cambridge Advisors
Nebraska
$855K
DWS
22
Discipline Wealth Solutions
South Carolina
$818K
BFAG
23
Blackston Financial Advisory Group
Florida
$728K
NWM
24
Napa Wealth Management
California
$702K
OMC
25
Old Mission Capital
Illinois
$697K