Simplify Volatility Premium ETF
SVOL
79 hedge funds and large institutions have $72.9M invested in Simplify Volatility Premium ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 14 closing their positions.
196% more call options, than puts
Call options by funds: $2.25M | Put options by funds: $760K
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
7% more funds holding
Funds holding: 74 → 79 (+5)
0.38% less ownership
Funds ownership: 11.72% → 11.34% (-0.38%)
17% less capital invested
Capital invested by funds: $87.3M → $72.9M (-$14.4M)
19% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OL
Owen LaRue
Elizabethtown,
Kentucky
|
+$2.85M |
| 2 |
FA
FSA Advisors
Troy,
Michigan
|
+$1.53M |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$1.2M |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$713K |
| 5 |
GIM
Guild Investment Management
Los Angeles,
California
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$8.64M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.54M |
| 3 |
Jane Street
New York
|
-$2.9M |
| 4 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
-$1.93M |
| 5 |
JHC
J. Hagan Capital
Louisville,
Kentucky
|
-$1.24M |
SVOL Hedge Fund Activity: Q4 2025 in Review
79 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Simplify Volatility Premium ETF (SVOL) for Q4 2025, worth a combined $72.9M — down 17% from $87.3M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SVOL positions and 14 closed out — a net gain of 7 holders — while 21 added to existing stakes and 26 trimmed.
The largest buyer was Owen LaRue, adding an estimated $2.85M. The largest seller was Beacon Capital Management LLC (Tennessee), cutting an estimated $8.64M.
- 79 institutional investors held Simplify Volatility Premium ETF (SVOL) as of Q4 2025, up from 74 in Q3 2025.
- Funds reported $72.9M of Simplify Volatility Premium ETF stock for Q4 2025, down 17% quarter-over-quarter.
- 21 funds opened new Simplify Volatility Premium ETF positions in Q4 2025 and 14 closed out, a net change of +7 holders.
- The largest Simplify Volatility Premium ETF buyer in Q4 2025 was Owen LaRue, an estimated $2.85M added.
- The largest Simplify Volatility Premium ETF seller in Q4 2025 was Beacon Capital Management LLC (Tennessee), an estimated $8.64M sold.
Based on aggregated 13F filings for Q4 2025.