Soundwatch Hedged Equity ETF
SHDG
SHDG
7 hedge funds and large institutions have $143M invested in Soundwatch Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Holders
7
Holding in Top 10
1
Calls
–
Puts
–
Top Sellers
| 1 | -$538K | |
| 2 | -$317K | |
| 3 | -$89.2K | |
| 4 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
-$29.7K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$22.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $137M |
|
|||
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $4.68M |
|
|||
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $516K |
|
|||
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $510K |
|
|||
|
NWA
5
Navis Wealth Advisors
Rye Brook,
New York
| $286K |
|
|||
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $216K |
|
|||
|
MCM
7
MAI Capital Management
Independence,
Ohio
| $89.2K |
|
|||
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| – |
|