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.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
3% less capital invested
Capital invested by funds: $136M → $132M (-$3.69M)
1.03% less ownership
Funds ownership: 91.99% → 90.96% (-1%)
36% less funds holding
Funds holding: 11 → 7 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Apexium Financial
Dallas,
Texas
|
+$3.17M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$49.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$266K |
| 2 |
Goldman Sachs
New York
|
-$219K |
| 3 |
TCG
Transcendent Capital Group
Edmond,
Oklahoma
|
-$181K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$68.7K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$11.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $128M | +$3.17M | +108,525 | +2% |
|
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $1.7M | – | – | – |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $538K | +$49.5K | +1,693 | +10% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $493K | -$11.2K | -383 | -2% |
|
|
AI
5
Atria Investments
Charlotte,
North Carolina
| $484K | -$11.2K | -383 | -2% |
|
|
NWA
6
Navis Wealth Advisors
Rye Brook,
New York
| $295K | – | – | – |
|
|
MCM
7
MAI Capital Management
Independence,
Ohio
| $167K | – | – | – |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$266K | -9,127 | Closed |
|
|
9
Goldman Sachs
New York
| – | -$219K | -7,510 | Closed |
|
|
TCG
10
Transcendent Capital Group
Edmond,
Oklahoma
| – | -$181K | -6,200 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$68.7K | -2,358 | Closed |
|
SHDG Hedge Fund Activity: Q1 2025 in Review
7 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Soundwatch Hedged Equity ETF (SHDG) for Q1 2025, worth a combined $132M — down 2.7% from $136M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SHDG and 0 opened new positions — a net loss of 4 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Apexium Financial, adding an estimated $3.17M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $266K sold.
- 7 institutional investors held Soundwatch Hedged Equity ETF (SHDG) as of Q1 2025, down from 11 in Q4 2024.
- Funds reported $132M of Soundwatch Hedged Equity ETF stock for Q1 2025, down 2.7% quarter-over-quarter.
- 0 funds opened new Soundwatch Hedged Equity ETF positions in Q1 2025 and 4 closed out, a net change of -4 holders.
- The largest Soundwatch Hedged Equity ETF buyer in Q1 2025 was Apexium Financial, an estimated $3.17M added.
- The largest Soundwatch Hedged Equity ETF seller in Q1 2025 was Susquehanna International Group, an estimated $266K sold.
Based on aggregated 13F filings for Q1 2025.