Soundwatch Hedged Equity ETF
SHDG
9 hedge funds and large institutions have $147M invested in Soundwatch Hedged Equity ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 0 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more funds holding
Funds holding: 7 → 9 (+2)
3% more capital invested
Capital invested by funds: $143M → $147M (+$3.75M)
48.35% less ownership
Funds ownership: 137.61% → 89.26% (-48%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$776K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$418K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$31 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Soundwatch Capital
Rowayton,
Connecticut
|
-$75.8M |
| 2 |
AF
Apexium Financial
Dallas,
Texas
|
-$3.66M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$16.5K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.66K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $142M | -$3.66M | -119,229 | -3% |
|
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $1.94M | -$75.8M | -2,466,688 | -98% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $800K | +$776K | +25,258 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $661K | +$418K | +13,598 | +187% |
|
|
ASN
5
Advisory Services Network
Atlanta,
Georgia
| $536K | -$1.66K | -54 | -0.3% |
|
|
AI
6
Atria Investments
Charlotte,
North Carolina
| $527K | -$16.5K | -538 | -3% |
|
|
NWA
7
Navis Wealth Advisors
Rye Brook,
New York
| $304K | – | – | – |
|
|
MCM
8
MAI Capital Management
Independence,
Ohio
| $95K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $32 | +$31 | +1 | New |
|
SHDG Hedge Fund Activity: Q3 2025 in Review
9 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Soundwatch Hedged Equity ETF (SHDG) for Q3 2025, worth a combined $147M — up 2.6% from $143M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SHDG positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $776K. The largest seller was Soundwatch Capital, cutting an estimated $75.8M.
- 9 institutional investors held Soundwatch Hedged Equity ETF (SHDG) as of Q3 2025, up from 7 in Q2 2025.
- Funds reported $147M of Soundwatch Hedged Equity ETF stock for Q3 2025, up 2.6% quarter-over-quarter.
- 2 funds opened new Soundwatch Hedged Equity ETF positions in Q3 2025 and 0 closed out, a net change of +2 holders.
- The largest Soundwatch Hedged Equity ETF buyer in Q3 2025 was Old Mission Capital, an estimated $776K added.
- The largest Soundwatch Hedged Equity ETF seller in Q3 2025 was Soundwatch Capital, an estimated $75.8M sold.
Based on aggregated 13F filings for Q3 2025.