Soundwatch Hedged Equity ETF
SHDG
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
Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
1
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $133M | +$2.7M | +98,445 | +2% |
|
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $947K | +$947K | +34,560 | New |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $509K | -$14.3K | -522 | -3% |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $501K | +$501K | +18,266 | New |
|
|
NWA
5
Navis Wealth Advisors
Rye Brook,
New York
| $289K | – | – | – |
|
|
RPSA
6
Richard P. Slaughter Associates
Austin,
Texas
| $254K | – | – | – |
|
|
MCM
7
MAI Capital Management
Independence,
Ohio
| $204K | +$204K | +7,433 | New |
|
|
TCG
8
Transcendent Capital Group
Edmond,
Oklahoma
| $170K | – | – | – |
|
9
UBS Group
Zurich,
Switzerland
| $2.06K | +$2.06K | +75 | New |
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$342K | -12,982 | Closed |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$312K | -11,826 | Closed |
|