Soundwatch Hedged Equity ETF
SHDG
11 hedge funds and large institutions have $159M invested in Soundwatch Hedged Equity ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
1.07% more ownership
Funds ownership: 100.29% → 101.36% (+1.1%)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
5% less capital invested
Capital invested by funds: $167M → $159M (-$7.88M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Soundwatch Capital
Rowayton,
Connecticut
|
+$2.3M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$265K |
| 3 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$29.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$26K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$899K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$754K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$580K |
| 4 |
TCG
Transcendent Capital Group
Edmond,
Oklahoma
|
-$200K |
| 5 |
GS
GTS Securities
New York
|
-$43.9K |
SHDG Hedge Fund Activity: Q1 2026 in Review
11 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Soundwatch Hedged Equity ETF (SHDG) for Q1 2026, worth a combined $159M — down 4.7% from $167M a quarter earlier.
Fund positioning in SHDG was balanced in Q1 2026: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was Soundwatch Capital, adding an estimated $2.3M. The largest seller was United Capital Financial Advisors, cutting an estimated $899K.
- 11 institutional investors held Soundwatch Hedged Equity ETF (SHDG) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $159M of Soundwatch Hedged Equity ETF stock for Q1 2026, down 4.7% quarter-over-quarter.
- 3 funds opened new Soundwatch Hedged Equity ETF positions in Q1 2026 and 3 closed out, a net change of 0 holders.
- The largest Soundwatch Hedged Equity ETF buyer in Q1 2026 was Soundwatch Capital, an estimated $2.3M added.
- The largest Soundwatch Hedged Equity ETF seller in Q1 2026 was United Capital Financial Advisors, an estimated $899K sold.
Based on aggregated 13F filings for Q1 2026.