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Dealer Flow
Vanna Flows Explained: How Falling Volatility Buys the Market
One of the market’s most powerful hidden engines: when volatility falls, a whole class of dealer hedging can quietly buy the market higher. That’s vanna flow.
NoVo Options Trading · 2026
Vanna flows are the dealer hedging trades triggered when implied volatility moves — because vanna links delta to volatility, a change in IV changes dealers’ deltas, forcing them to re-hedge. In the common short-vanna regime, that means falling vol forces buying.
The mechanism
When dealers are “short vanna,” a drop in IV increases the delta they need to hedge, so they buy futures/shares to stay neutral. That buying can lift price — which can calm vol further — which forces more buying: a self-reinforcing loop. It’s why markets so often grind higher as fear fades, and why a post-event vol crush can spark a rally.
When vanna flows dominate
They’re strongest around volatility resets — after a scare passes, into and after OPEX, and when a big VIX spike fades. In high-volume environments these vanna loops can produce outsized moves detached from fundamentals. They also work in reverse: rising vol can force selling.
Vanna flow is the market’s calm-buys-calm engine: falling volatility forces dealer buying, which calms things more, which buys more. A rally built on plumbing, not news.
What it means for a scalper
Vanna flows explain drift you can’t pin to a headline — especially the steady lift after fear subsides. You can’t see vanna directly, but you can recognize the regime (falling VIX, calming tape) and respect the upward bias it creates. It pairs with charm flows as the two big second-order forces on the tape.
More on this: Volatility Expansion and Contraction: The Market's Breathing
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NoVo is a software tool for market analysis and for executing trades you initiate, not financial advice. This article is general education, not investment advice. Options trading involves substantial risk of loss, up to and including your entire capital. NoVo makes no guarantee of profit, win rate, or performance, and past results do not predict future outcomes. You are responsible for your own broker account, configuration, and trading decisions.