Soundwatch Hedged Equity ETF
SHDG
5 hedge funds and large institutions have $92.2M invested in Soundwatch Hedged Equity ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
95.79% more ownership
Funds ownership: 0% → 95.79% (+96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Apexium Financial
Dallas,
Texas
|
+$92.5M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$360K |
| 3 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$240K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$119K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.6K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $91.5M | +$92.5M | +4,343,370 | New |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $355K | +$360K | +16,900 | New |
|
|
RPSA
3
Richard P. Slaughter Associates
Austin,
Texas
| $237K | +$240K | +11,285 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $118K | +$119K | +5,598 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $5.53K | +$5.6K | +263 | New |
|
SHDG Hedge Fund Activity: Q4 2022 in Review
5 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Soundwatch Hedged Equity ETF (SHDG) for Q4 2022, worth a combined $92.2M.
Buyers outnumbered sellers: 5 funds opened new SHDG positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Apexium Financial, opening a new position worth an estimated $92.5M.
- 5 institutional investors held Soundwatch Hedged Equity ETF (SHDG) as of Q4 2022, up from 0 in Q3 2022.
- Funds reported $92.2M of Soundwatch Hedged Equity ETF stock for Q4 2022.
- 5 funds opened new Soundwatch Hedged Equity ETF positions in Q4 2022 and 0 closed out, a net change of +5 holders.
- The largest Soundwatch Hedged Equity ETF buyer in Q4 2022 was Apexium Financial, an estimated $92.5M added.
Based on aggregated 13F filings for Q4 2022.