Soundwatch Hedged Equity ETF
SHDG
SHDG
11 hedge funds and large institutions have $136M invested in Soundwatch Hedged Equity ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+2
Holders Change %
+22.22%
% of All Funds
0.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
2
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AF
1
Apexium Financial
Dallas,
Texas
|
$131M |
| 2 |
OMC
2
Old Mission Capital
Chicago,
Illinois
|
$514K |
| 3 |
3
Goldman Sachs
New York
|
$219K |
| 4 |
NWA
4
Navis Wealth Advisors
Rye Brook,
New York
|
$309K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $131M | +$4.47M | +153,610 | +4% |
|
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $1.78M | – | – | – |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $527K | -$14.1K | -484 | -3% |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $518K | -$4.22K | -145 | -0.8% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $514K | +$514K | +17,659 | New |
|
|
NWA
6
Navis Wealth Advisors
Rye Brook,
New York
| $309K | +$1.69K | +58 | +0.5% |
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $266K | -$162K | -5,580 | -38% |
|
|
8
Goldman Sachs
New York
| $219K | +$219K | +7,510 | New |
|
|
TCG
9
Transcendent Capital Group
Edmond,
Oklahoma
| $181K | – | – | – |
|
|
MCM
10
MAI Capital Management
Independence,
Ohio
| $175K | -$41.7K | -1,433 | -19% |
|
11
UBS Group
Zurich,
Switzerland
| $68.7K | -$728 | -25 | -1% |
|