Soundwatch Hedged Equity ETF (SHDG)

• Market cap: $164M
• 1 day: 0.03%
• 5 days: 0.22%
• 1 month: 1.88%
• 3 months: 7.27%
• 6 months: 10.87%
• Year to date: 7.86%
• 1 year: 11.42%
• 5 years: 51.86%
• 10 years: 51.86%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

46.64% more ownership

Funds ownership: 90.96% [Q1] → 137.61% (+46.64%) [Q2]

8% more capital invested

Capital invested by funds: $132M [Q1] → $143M (+$11.1M) [Q2]

0% more funds holding

Funds holding: 7 [Q1] → 7 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5