Soundwatch Hedged Equity ETF
SHDG
SHDG
5 hedge funds and large institutions have $103M invested in Soundwatch Hedged Equity ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
–
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SC
Soundwatch Capital
Rowayton,
Connecticut
|
$8.12M |
| 2 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
$312K |
Top Sellers
| 1 |
AF
Apexium Financial
Dallas,
Texas
|
$93.8M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
$248K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
$0 |
| 4 |
UBS Group
Zurich,
Switzerland
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $93.8M | -$3.8M | -169,057 | -4% |
|
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $8.12M | +$8.12M | +361,148 | New |
|
|
NWA
3
Navis Wealth Advisors
Rye Brook,
New York
| $312K | +$312K | +13,902 | New |
|
|
RPSA
4
Richard P. Slaughter Associates
Austin,
Texas
| $254K | – | – | – |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $248K | -$132K | -5,869 | -35% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| – | -$118K | -5,598 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$5.53K | -263 | Closed |
|