Soundwatch Hedged Equity ETF
SHDG
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.
1.37% more ownership
Funds ownership: 100.04% → 101.41% (+1.4%)
4% more capital inflows, than outflows
Capital inflows: $7.16M | Capital outflows: $6.88M
0% more funds holding
Funds holding: 5 → 5 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Apexium Financial
Dallas,
Texas
|
+$7.15M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
+$6.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Soundwatch Capital
Rowayton,
Connecticut
|
-$6.84M |
| 2 |
Navis Wealth Advisors
Rye Brook,
New York
|
-$48.7K |
SHDG Hedge Fund Activity: Q2 2023 in Review
5 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Soundwatch Hedged Equity ETF (SHDG) for Q2 2023, worth a combined $118M — up 15% from $103M a quarter earlier.
Fund positioning in SHDG was balanced in Q2 2023: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Apexium Financial, adding an estimated $7.15M. The largest seller was Soundwatch Capital, cutting an estimated $6.84M.
- 5 institutional investors held Soundwatch Hedged Equity ETF (SHDG) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $118M of Soundwatch Hedged Equity ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 0 funds opened new Soundwatch Hedged Equity ETF positions in Q2 2023 and 0 closed out.
- The largest Soundwatch Hedged Equity ETF buyer in Q2 2023 was Apexium Financial, an estimated $7.15M added.
- The largest Soundwatch Hedged Equity ETF seller in Q2 2023 was Soundwatch Capital, an estimated $6.84M sold.
Based on aggregated 13F filings for Q2 2023.