Simplify Volatility Premium ETF
SVOL
74 hedge funds and large institutions have $87.3M invested in Simplify Volatility Premium ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 23 closing their positions.
83% more call options, than puts
Call options by funds: $3.57M | Put options by funds: $1.95M
3.41% less ownership
Funds ownership: 15.13% → 11.72% (-3.4%)
12% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 26
14% less funds holding
Funds holding: 86 → 74 (-12)
30% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 23
37% less capital invested
Capital invested by funds: $139M → $87.3M (-$51.5M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$1.93M |
| 2 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$1.91M |
| 3 |
IC
IEQ Capital
Foster City,
California
|
+$1.29M |
| 4 |
Jane Street
New York
|
+$890K |
| 5 |
DWS
Discipline Wealth Solutions
Greenville,
South Carolina
|
+$800K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$14.2M |
| 2 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$10M |
| 3 |
PI
Parkside Investments
Deerfield,
Illinois
|
-$6.99M |
| 4 |
FA
FSA Advisors
Troy,
Michigan
|
-$3.37M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.96M |
SVOL Hedge Fund Activity: Q3 2025 in Review
74 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q3 2025, worth a combined $87.3M — down 37% from $139M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of SVOL and 16 opened new positions — a net loss of 7 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.
- 74 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q3 2025, down from 86 in Q2 2025.
- Funds reported $87.3M of Simplify Volatility Premium ETF stock for Q3 2025, down 37% quarter-over-quarter.
- 16 funds opened new Simplify Volatility Premium ETF positions in Q3 2025 and 23 closed out, a net change of -7 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.