Soundwatch Hedged Equity ETF
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.
22% more funds holding
Funds holding: 9 → 11 (+2)
2.49% more ownership
Funds ownership: 89.5% → 91.99% (+2.5%)
5% more capital invested
Capital invested by funds: $129M → $136M (+$6.31M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Apexium Financial
Dallas,
Texas
|
+$4.52M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$520K |
| 3 |
Goldman Sachs
New York
|
+$221K |
| 4 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$1.71K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$164K |
| 2 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$42.2K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$14.3K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.27K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$736 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $131M | +$4.52M | +153,610 | +4% |
|
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $1.78M | – | – | – |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $527K | -$14.3K | -484 | -3% |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $518K | -$4.27K | -145 | -0.8% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $514K | +$520K | +17,659 | New |
|
|
NWA
6
Navis Wealth Advisors
Rye Brook,
New York
| $309K | +$1.71K | +58 | +0.5% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $266K | -$164K | -5,580 | -38% |
|
|
8
Goldman Sachs
New York
| $219K | +$221K | +7,510 | New |
|
|
TCG
9
Transcendent Capital Group
Edmond,
Oklahoma
| $181K | – | – | – |
|
|
MCM
10
MAI Capital Management
Independence,
Ohio
| $175K | -$42.2K | -1,433 | -19% |
|
|
11
UBS Group
Zurich,
Switzerland
| $68.7K | -$736 | -25 | -1% |
|
SHDG Hedge Fund Activity: Q4 2024 in Review
11 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Soundwatch Hedged Equity ETF (SHDG) for Q4 2024, worth a combined $136M — up 4.9% from $129M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SHDG positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Apexium Financial, adding an estimated $4.52M. The largest seller was Susquehanna International Group, cutting an estimated $164K.
- 11 institutional investors held Soundwatch Hedged Equity ETF (SHDG) as of Q4 2024, up from 9 in Q3 2024.
- Funds reported $136M of Soundwatch Hedged Equity ETF stock for Q4 2024, up 4.9% quarter-over-quarter.
- 2 funds opened new Soundwatch Hedged Equity ETF positions in Q4 2024 and 0 closed out, a net change of +2 holders.
- The largest Soundwatch Hedged Equity ETF buyer in Q4 2024 was Apexium Financial, an estimated $4.52M added.
- The largest Soundwatch Hedged Equity ETF seller in Q4 2024 was Susquehanna International Group, an estimated $164K sold.
Based on aggregated 13F filings for Q4 2024.