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Simplify Volatility Premium ETF

78 hedge funds and large institutions have $56.9M invested in Simplify Volatility Premium ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $1.82M

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

1% less funds holding

Funds holding: 7978 (-1)

1.43% less ownership

Funds ownership: 11.34%9.91% (-1.4%)

22% less capital invested

Capital invested by funds: $72.9M → $56.9M (-$15.9M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% 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
14
Increased
26
Reduced
26
Closed
13
Calls
$2.33M
Puts
$1.82M
Net Calls
+$507K
Net Calls Change
-$984K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$10.7M -$1.09M -64,484 -8%
ECA
2
Elevated Capital Advisors
Utah
$4.67M -$1.84M -108,948 -26%
CI
3
Cavalier Investments
Georgia
$4M +$4.39M +260,455 New
OL
4
Owen LaRue
Kentucky
$3.57M -$1.7M -100,521 -30%
VWA
5
Visionary Wealth Advisors
Illinois
$2.73M -$169K -10,010 -5%
KCM
6
Key Capital Management
Tennessee
$2.62M +$387K +22,948 +16%
OCM
7
One Capital Management
California
$1.99M +$362K +21,441 +20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.89M -$603K -35,745 -23%
HBS
9
Howard Bailey Securities
Indiana
$1.87M +$229K +13,556 +13%
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$1.54M +$103K +6,106 +6%
LWMI
11
Legacy Wealth Management (Idaho)
Idaho
$1.53M -$36.2K -2,144 -2%
PEA
12
Park Edge Advisors
Ohio
$1.5M +$42.1K +2,494 +3%
FA
13
FSA Advisors
Michigan
$1.32M -$9.75K -578 -0.7%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$1.25M +$158K +9,397 +13%
BCMLT
15
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.09M -$722K -42,792 -38%
AWA
16
Authentikos Wealth Advisory
California
$927K -$78.3K -4,640 -7%
TA
17
Tactive Advisors
Florida
$888K -$46K -2,728 -5%
BFAG
18
Blackston Financial Advisory Group
Florida
$812K +$117K +6,928 +15%
CF
19
Claris Financial
Virginia
$807K +$69.8K +4,137 +9%
CA
20
Cambridge Advisors
Nebraska
$759K +$27.6K +1,638 +3%
Jane Street
21
Jane Street
New York
$669K +$736K +43,642 New
SPC
22
Sigma Planning Corp
Michigan
$596K +$23.9K +1,419 +4%
NA
23
Networth Advisors
Pennsylvania
$554K +$104K +6,174 +21%
DWS
24
Discipline Wealth Solutions
South Carolina
$537K -$332K -19,675 -36%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$508K +$21K +1,244 +4%