Soundwatch Hedged Equity ETF
SHDG
SHDG
9 hedge funds and large institutions have $129M invested in Soundwatch Hedged Equity ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SC
1
Soundwatch Capital
Rowayton,
Connecticut
|
$1.76M |
| 2 |
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$424K |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$68.7K |
Top Sellers
| 1 |
AF
1
Apexium Financial
Dallas,
Texas
|
$126M |
| 2 |
RPSA
2
Richard P. Slaughter Associates
Austin,
Texas
|
$0 |
| 3 |
AI
3
Atria Investments
Charlotte,
North Carolina
|
$517K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $126M | -$14.3M | -495,518 | -10% |
|
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $1.76M | +$765K | +26,540 | +77% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $517K | -$9.77K | -339 | -2% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $509K | – | – | – |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $424K | +$424K | +14,707 | New |
|
|
NWA
6
Navis Wealth Advisors
Rye Brook,
New York
| $304K | – | – | – |
|
|
MCM
7
MAI Capital Management
Independence,
Ohio
| $214K | – | – | – |
|
|
TCG
8
Transcendent Capital Group
Edmond,
Oklahoma
| $179K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $68.7K | +$66.5K | +2,308 | +3,077% |
|
|
RPSA
10
Richard P. Slaughter Associates
Austin,
Texas
| – | -$254K | -9,285 | Closed |
|