Soundwatch Hedged Equity ETF
SHDG
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
Holders
7
Holders Change
-4
Holders Change %
-36.36%
% of All Funds
0.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
–
Increased
2
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AF
Apexium Financial
Dallas,
Texas
|
+$3.02M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$47.1K |
Top Sellers
| 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 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$10.7K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $128M | +$3.02M | +108,525 | +2% |
|
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $1.7M | – | – | – |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $538K | +$47.1K | +1,693 | +10% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $493K | -$10.7K | -383 | -2% |
|
|
AI
5
Atria Investments
Charlotte,
North Carolina
| $484K | -$10.7K | -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 |
|