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Simplify Volatility Premium ETF
SVOL

73 hedge funds and large institutions have $87.2M invested in Simplify Volatility Premium ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $3.57M | Put options by funds: $1.95M

3.42% less ownership

Funds ownership: 15.13% → 11.72% (-3.4%)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

15% less funds holding

Funds holding: 86 → 73 (-13)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

37% less capital invested

Capital invested by funds: $139M → $87.2M (-$51.5M)

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
73
Holders Change
-13
Holders Change %
-15.12%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
23
Reduced
26
Closed
23
Calls
$3.57M
Puts
$1.95M
Net Calls
+$1.62M
Net Calls Change
+$234K

Top Buyers

1
OCM
One Capital Management
California
+$1.93M
2
ECA
Elevated Capital Advisors
Utah
+$1.91M
3
IC
IEQ Capital
California
+$1.29M
4
Jane Street
Jane Street
New York
+$890K
5
DWS
Discipline Wealth Solutions
South Carolina
+$800K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$14.2M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$10M
3
PI
Parkside Investments
Illinois
-$6.99M
4
FA
FSA Advisors
Michigan
-$3.37M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$17.4M -$14.2M -806,227 -46%
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.9M -$10M -569,940 -49%
ECA
3
Elevated Capital Advisors
Utah
$6.22M +$1.91M +108,682 +46%
PIS
4
POM Investment Strategies
North Carolina
$5.67M -$2.8M -159,255 -34%
VWA
5
Visionary Wealth Advisors
Illinois
$3.63M +$218K +12,369 +7%
OL
6
Owen LaRue
Kentucky
$3.08M +$788K +44,784 +35%
Jane Street
7
Jane Street
New York
$2.97M +$890K +50,596 +44%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.83M -$2.96M -168,196 -52%
HBS
9
Howard Bailey Securities
Indiana
$2.43M -$1.44M -82,017 -38%
TA
10
Tactive Advisors
Florida
$2.07M +$283K +16,095 +16%
OCM
11
One Capital Management
California
$1.97M +$1.93M +109,479 New
LWMI
12
Legacy Wealth Management (Idaho)
Idaho
$1.94M -$973K -55,308 -34%
AWA
13
Authentikos Wealth Advisory
California
$1.62M -$1.27M -71,961 -44%
PEA
14
Park Edge Advisors
Ohio
$1.62M +$82K +4,661 +5%
JHC
15
J. Hagan Capital
Kentucky
$1.47M +$237K +13,469 +20%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.42M -$116K -6,591 -8%
IC
17
IEQ Capital
California
$1.32M +$1.29M +73,116 New
LPL Financial
18
LPL Financial
California
$1.11M +$214K +12,144 +25%
ACM
19
Andina Capital Management
Utah
$980K +$209K +11,888 +28%
BOSSRA
20
B.O.S.S. Retirement Advisors
Utah
$966K -$364K -20,697 -28%
CA
21
Cambridge Advisors
Nebraska
$855K -$14K -794 -2%
DWS
22
Discipline Wealth Solutions
South Carolina
$818K +$800K +45,457 New
CF
23
Claris Financial
Virginia
$815K +$22.8K +1,294 +3%
BFAG
24
Blackston Financial Advisory Group
Florida
$728K -$219K -12,454 -24%
NWM
25
Napa Wealth Management
California
$702K +$3.83K +218 +0.6%
1
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SVOL Hedge Fund Activity: Q3 2025 in Review

73 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q3 2025, worth a combined $87.2M — down 37% from $139M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SVOL and 15 opened new positions — a net loss of 8 holders — while 26 trimmed existing stakes and 23 added.

The largest buyer was One Capital Management, opening a new position worth an estimated $1.93M. The largest seller was AE Wealth Management, cutting an estimated $14.2M.

  • 73 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q3 2025, down from 86 in Q2 2025.
  • Funds reported $87.2M of Simplify Volatility Premium ETF stock for Q3 2025, down 37% quarter-over-quarter.
  • 15 funds opened new Simplify Volatility Premium ETF positions in Q3 2025 and 23 closed out, a net change of -8 holders.
  • The largest Simplify Volatility Premium ETF buyer in Q3 2025 was One Capital Management, an estimated $1.93M added.
  • The largest Simplify Volatility Premium ETF seller in Q3 2025 was AE Wealth Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2025.