Soundwatch Hedged Equity ETF
SHDG
11 hedge funds and large institutions have $167M invested in Soundwatch Hedged Equity ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
22% more funds holding
Funds holding: 9 → 11 (+2)
13% more capital invested
Capital invested by funds: $147M → $167M (+$19.7M)
11.03% more ownership
Funds ownership: 89.26% → 100.29% (+11%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$160M |
| 2 |
GS
GTS Securities
New York
|
+$398K |
| 3 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$357K |
| 4 |
TCG
Transcendent Capital Group
Edmond,
Oklahoma
|
+$199K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$80K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$234K |
| 2 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
-$8.82K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$3.53K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.53K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$32 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
1
United Capital Financial Advisors
Irving,
Texas
| $161M | +$160M | +4,985,122 | New |
|
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $1.97M | – | – | – |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $754K | +$80K | +2,494 | +12% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $580K | -$234K | -7,309 | -29% |
|
|
ASN
5
Advisory Services Network
Atlanta,
Georgia
| $543K | -$3.53K | -110 | -0.7% |
|
|
AI
6
Atria Investments
Charlotte,
North Carolina
| $533K | -$3.53K | -110 | -0.7% |
|
|
GS
7
GTS Securities
New York
| $401K | +$398K | +12,406 | New |
|
|
CAG
8
Crestwood Advisors Group
Boston,
Massachusetts
| $360K | +$357K | +11,138 | New |
|
|
NWA
9
Navis Wealth Advisors
Rye Brook,
New York
| $302K | -$8.82K | -275 | -3% |
|
|
TCG
10
Transcendent Capital Group
Edmond,
Oklahoma
| $200K | +$199K | +6,200 | New |
|
|
MCM
11
MAI Capital Management
Independence,
Ohio
| $96.9K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$32 | -1 | Closed |
|
SHDG Hedge Fund Activity: Q4 2025 in Review
11 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Soundwatch Hedged Equity ETF (SHDG) for Q4 2025, worth a combined $167M — up 13% from $147M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SHDG positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $160M. The largest seller was Old Mission Capital, cutting an estimated $234K.
- 11 institutional investors held Soundwatch Hedged Equity ETF (SHDG) as of Q4 2025, up from 9 in Q3 2025.
- Funds reported $167M of Soundwatch Hedged Equity ETF stock for Q4 2025, up 13% quarter-over-quarter.
- 4 funds opened new Soundwatch Hedged Equity ETF positions in Q4 2025 and 1 closed out, a net change of +3 holders.
- The largest Soundwatch Hedged Equity ETF buyer in Q4 2025 was United Capital Financial Advisors, an estimated $160M added.
- The largest Soundwatch Hedged Equity ETF seller in Q4 2025 was Old Mission Capital, an estimated $234K sold.
Based on aggregated 13F filings for Q4 2025.