Soundwatch Hedged Equity ETF
SHDG
SHDG
9 hedge funds and large institutions have $147M invested in Soundwatch Hedged Equity ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Holders
9
Holding in Top 10
2
Calls
–
Puts
–
Top Sellers
| 1 | -$78.1M | |
| 2 | -$3.78M | |
| 3 | -$17K | |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.71K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $142M |
|
|||
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $1.94M |
|
|||
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $800K |
|
|||
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $661K |
|
|||
|
ASN
5
Advisory Services Network
Atlanta,
Georgia
| $536K |
|
|||
|
AI
6
Atria Investments
Charlotte,
North Carolina
| $527K |
|
|||
|
NWA
7
Navis Wealth Advisors
Rye Brook,
New York
| $304K |
|
|||
|
MCM
8
MAI Capital Management
Independence,
Ohio
| $95K |
|
|||
9
UBS Group
Zurich,
Switzerland
| $32 |
|