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Simplify Volatility Premium ETF

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 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $760K

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

8% more funds holding

Funds holding: 7379 (+6)

0.38% less ownership

Funds ownership: 11.72%11.34% (-0.38%)

16% less capital invested

Capital invested by funds: $87.2M → $72.9M (-$14.4M)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
21
Reduced
26
Closed
13
Calls
$2.25M
Puts
$760K
Net Calls
+$1.49M
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$13.4M -$3.54M -200,836 -21%
ECA
2
Elevated Capital Advisors
Utah
$7.26M +$1.2M +67,939 +20%
OL
3
Owen LaRue
Kentucky
$5.85M +$2.85M +162,059 +95%
PIS
4
POM Investment Strategies
North Carolina
$3.6M -$1.93M -109,727 -35%
VWA
5
Visionary Wealth Advisors
Illinois
$3.3M -$243K -13,792 -7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.79M +$31K +1,762 +1%
KCM
7
Key Capital Management
Tennessee
$2.59M +$2.6M +147,552 New
BCMLT
8
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.99M -$8.64M -490,736 -81%
OCM
9
One Capital Management
California
$1.9M -$21.3K -1,210 -1%
HBS
10
Howard Bailey Securities
Indiana
$1.9M -$474K -26,909 -20%
LWMI
11
Legacy Wealth Management (Idaho)
Idaho
$1.79M -$103K -5,836 -5%
PEA
12
Park Edge Advisors
Ohio
$1.67M +$94.4K +5,362 +6%
BOSSRA
13
B.O.S.S. Retirement Advisors
Utah
$1.65M +$713K +40,484 +75%
FA
14
FSA Advisors
Michigan
$1.52M +$1.53M +86,628 New
IC
15
IEQ Capital
California
$1.29M +$3.98K +226 +0.3%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.27M -$118K -6,677 -8%
AWA
17
Authentikos Wealth Advisory
California
$1.14M -$441K -25,024 -28%
TA
18
Tactive Advisors
Florida
$1.06M -$958K -54,412 -47%
GFG
19
Greenberg Financial Group
Arizona
$985K +$987K +56,080 New
LPL Financial
20
LPL Financial
California
$983K -$95.9K -5,446 -9%
DWS
21
Discipline Wealth Solutions
South Carolina
$961K +$163K +9,243 +20%
CF
22
Claris Financial
Virginia
$851K +$56.9K +3,232 +7%
CA
23
Cambridge Advisors
Nebraska
$840K +$6.34K +360 +0.8%
BFAG
24
Blackston Financial Advisory Group
Florida
$808K +$98K +5,564 +14%
ACM
25
Andina Capital Management
Utah
$802K -$154K -8,748 -16%