Soundwatch Hedged Equity ETF
SHDG
SHDG
7 hedge funds and large institutions have $127M invested in Soundwatch Hedged Equity ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SC
Soundwatch Capital
Rowayton,
Connecticut
|
$0 |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
$504K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $125M | +$486K | +18,444 | +0.4% |
|
|
ASN
2
Advisory Services Network
Atlanta,
Georgia
| $504K | -$62.5K | -2,370 | -11% |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $342K | +$342K | +12,982 | New |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $312K | +$312K | +11,826 | New |
|
|
NWA
5
Navis Wealth Advisors
Rye Brook,
New York
| $278K | – | – | – |
|
|
RPSA
6
Richard P. Slaughter Associates
Austin,
Texas
| $245K | – | – | – |
|
|
TCG
7
Transcendent Capital Group
Edmond,
Oklahoma
| $163K | +$163K | +6,200 | New |
|
|
SC
8
Soundwatch Capital
Rowayton,
Connecticut
| – | -$1.5M | -61,100 | Closed |
|