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Soundwatch Hedged Equity ETF
SHDG

Overview Fund Activity

6 hedge funds and large institutions have $143M invested in Soundwatch Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
–
Increased
1
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Soundwatch Capital
Connecticut
$4.68M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
AF
2
Apexium Financial
Texas
$137M
3
MCM
3
MAI Capital Management
Ohio
$89.2K
4
NWA
4
Navis Wealth Advisors
New York
$286K
5
ASN
5
Advisory Services Network
Georgia
$516K
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Apexium Financial
Texas
$137M 4,605,476 -10,654 -0.2%
SC
2
Soundwatch Capital
Connecticut
$4.68M 2,527,788 +2,466,688 +4,037%
ASN
3
Advisory Services Network
Georgia
$516K 16,971 -748 -4%
AI
4
Atria Investments
North Carolina
$510K 17,164 -235 -1%
NWA
5
Navis Wealth Advisors
New York
$286K 9,613 -1,000 -9%
MCM
6
MAI Capital Management
Ohio
$89.2K 3,000 -3,000 -50%
OMC
7
Old Mission Capital
Illinois
– – -19,352 Closed