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Soundwatch Hedged Equity ETF
SHDG

9 hedge funds and large institutions have $136M invested in Soundwatch Hedged Equity ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

1.71% more ownership

Funds ownership: 98.99% → 100.7% (+1.7%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
9
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.7M
2
+$947K
3
+$501K
4
MCM
MAI Capital Management
Ohio
+$204K
5
UBS Group
UBS Group
Switzerland
+$2.06K

Top Sellers

1
-$342K
2
-$312K
3
-$14.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$133M
2
$947K
3
$509K
4
$501K
5
$289K
6
$254K
7
$204K
8
$170K
9
$2.06K
10
–
11
–