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Soundwatch Hedged Equity ETF
SHDG

Overview Fund Activity

5 hedge funds and large institutions have $118M invested in Soundwatch Hedged Equity ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 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
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
–
Increased
2
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Apexium Financial
Texas
$108M
2
OMC
2
Old Mission Capital
Illinois
$272K

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$9.06M
2
NWA
2
Navis Wealth Advisors
New York
$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
1
Apexium Financial
Texas
$108M +$7.5M +311,883 +7%
SC
2
Soundwatch Capital
Connecticut
$9.06M -$42.8M -297,997 -83%
NWA
3
Navis Wealth Advisors
New York
$283K -$51.1K -2,125 -15%
OMC
4
Old Mission Capital
Illinois
$272K +$6.37K +265 +2%
RPSA
5
Richard P. Slaughter Associates
Texas
$271K – – –