Soundwatch Hedged Equity ETF
SHDG
7 hedge funds and large institutions have $143M invested in Soundwatch Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.
46.64% more ownership
Funds ownership: 90.96% → 137.61% (+47%)
8% more capital invested
Capital invested by funds: $132M → $143M (+$11.1M)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Soundwatch Capital
Rowayton,
Connecticut
|
+$69.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$538K |
| 2 |
AF
Apexium Financial
Dallas,
Texas
|
-$301K |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$84.8K |
| 4 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
-$28.3K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$21.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $137M | -$301K | -10,654 | -0.2% |
|
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $4.68M | +$69.8M | +2,466,688 | +4,037% |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $516K | -$21.2K | -748 | -4% |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $510K | -$6.65K | -235 | -1% |
|
|
NWA
5
Navis Wealth Advisors
Rye Brook,
New York
| $286K | -$28.3K | -1,000 | -9% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $216K | +$205K | +7,264 | New |
|
|
MCM
7
MAI Capital Management
Independence,
Ohio
| $89.2K | -$84.8K | -3,000 | -50% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$538K | -19,352 | Closed |
|
SHDG Hedge Fund Activity: Q2 2025 in Review
7 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Soundwatch Hedged Equity ETF (SHDG) for Q2 2025, worth a combined $143M — up 8.4% from $132M a quarter earlier.
Fund positioning in SHDG was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 5 trimmed.
The largest buyer was Soundwatch Capital, adding an estimated $69.8M. The largest seller was Old Mission Capital, exiting entirely with an estimated $538K sold.
- 7 institutional investors held Soundwatch Hedged Equity ETF (SHDG) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $143M of Soundwatch Hedged Equity ETF stock for Q2 2025, up 8.4% quarter-over-quarter.
- 1 fund opened new Soundwatch Hedged Equity ETF positions in Q2 2025 and 1 closed out, a net change of 0 holders.
- The largest Soundwatch Hedged Equity ETF buyer in Q2 2025 was Soundwatch Capital, an estimated $69.8M added.
- The largest Soundwatch Hedged Equity ETF seller in Q2 2025 was Old Mission Capital, an estimated $538K sold.
Based on aggregated 13F filings for Q2 2025.