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Soundwatch Hedged Equity ETF
SHDG

7 hedge funds and large institutions have $132M invested in Soundwatch Hedged Equity ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

36% less funds holding

Funds holding: 11 → 7 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
7
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
+$3.02M
2
+$47.1K

Top Sellers

1
-$266K
2
-$219K
3
-$181K
4
UBS Group
UBS Group
Switzerland
-$68.7K
5
AI
Atria Investments
North Carolina
-$10.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1
Apexium Financial
Texas
$128M
SC
2
Soundwatch Capital
Connecticut
$1.7M
OMC
3
Old Mission Capital
Illinois
$538K
ASN
4
Advisory Services Network
Georgia
$493K
AI
5
Atria Investments
North Carolina
$484K
NWA
6
Navis Wealth Advisors
New York
$295K
MCM
7
MAI Capital Management
Ohio
$167K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
–
Goldman Sachs
9
Goldman Sachs
New York
–
TCG
10
Transcendent Capital Group
Oklahoma
–
UBS Group
11
UBS Group
Switzerland
–