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Soundwatch Hedged Equity ETF

5 hedge funds and large institutions have $118M invested in Soundwatch Hedged Equity ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
1
Increased
1
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
1
Apexium Financial
Texas
$116M +$106M +4,324,510 +1,060%
SC
2
Soundwatch Capital
Connecticut
$1.5M -$10.2M -416,001 -87%
ASN
3
Advisory Services Network
Georgia
$526K +$526K +21,478 New
NWA
4
Navis Wealth Advisors
New York
$258K -$23.8K -973 -8%
RPSA
5
Richard P. Slaughter Associates
Texas
$227K -$49K -2,000 -18%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
-$782K -33,859 Closed
OMC
7
Old Mission Capital
Illinois
-$357K -15,457 Closed