Soundwatch Hedged Equity ETF (SHDG)

• Market cap: $145M
• 1 day: 0.18%
• 5 days: 1.65%
• 1 month: -0.43%
• 3 months: -7.26%
• 6 months: -4.61%
• Year to date: -4.87%
• 1 year: 8.54%
• 5 years: 32.52%
• 10 years: 32.52%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

22% more funds holding

Funds holding: 9 [Q3] → 11 (+2) [Q4]

2.49% more ownership

Funds ownership: 89.5% [Q3] → 91.99% (+2.49%) [Q4]

5% more capital invested

Capital invested by funds: $129M [Q3] → $136M (+$6.31M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5