Soundwatch Hedged Equity ETF (SHDG)

• Market cap: $152M
• 1 day: -0.78%
• 5 days: -0.44%
• 1 month: 1.46%
• 3 months: 4.47%
• 6 months: -3.05%
• Year to date: 0.27%
• 1 year: 7.19%
• 5 years: 41.18%
• 10 years: 41.18%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

3% less capital invested

Capital invested by funds: $136M [Q4 2024] → $132M (-$3.69M) [Q1 2025]

1.03% less ownership

Funds ownership: 91.99% [Q4 2024] → 90.96% (-1.03%) [Q1 2025]

36% less funds holding

Funds holding: 11 [Q4 2024] → 7 (-4) [Q1 2025]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4