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Soundwatch Hedged Equity ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
1
Increased
1
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
1
Apexium Financial
Texas
$137M -$317K -10,654 -0.2%
SC
2
Soundwatch Capital
Connecticut
$4.68M +$4.57M +2,466,688 +4,037%
ASN
3
Advisory Services Network
Georgia
$516K -$22.7K -748 -4%
AI
4
Atria Investments
North Carolina
$510K -$6.99K -235 -1%
NWA
5
Navis Wealth Advisors
New York
$286K -$29.7K -1,000 -9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$216K +$216K +7,264 New
MCM
7
MAI Capital Management
Ohio
$89.2K -$89.2K -3,000 -50%
OMC
8
Old Mission Capital
Illinois
-$538K -19,352 Closed