Soundwatch Hedged Equity ETF
SHDG
9 hedge funds and large institutions have $163M invested in Soundwatch Hedged Equity ETF in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 6 closing their positions.
2% more capital invested
Capital invested by funds: $159M → $163M (+$3.93M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.2% less ownership
Funds ownership: 101.36% → 99.16% (-2.2%)
18% less funds holding
Funds holding: 11 → 9 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$594K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$450K |
| 3 |
TCG
Transcendent Capital Group
Edmond,
Oklahoma
|
+$200K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$12.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.4M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$514K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$505K |
| 4 |
GS
GTS Securities
Miami,
Florida
|
-$339K |
| 5 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
-$315K |
SHDG Hedge Fund Activity: Q2 2026 in Review
9 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Soundwatch Hedged Equity ETF (SHDG) for Q2 2026, worth a combined $163M — up 2.5% from $159M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SHDG and 4 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 0 added.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $594K. The largest seller was United Capital Financial Advisors, cutting an estimated $5.4M.
- 9 institutional investors held Soundwatch Hedged Equity ETF (SHDG) as of Q2 2026, down from 11 in Q1 2026.
- Funds reported $163M of Soundwatch Hedged Equity ETF stock for Q2 2026, up 2.5% quarter-over-quarter.
- 4 funds opened new Soundwatch Hedged Equity ETF positions in Q2 2026 and 6 closed out, a net change of -2 holders.
- The largest Soundwatch Hedged Equity ETF buyer in Q2 2026 was Old Mission Capital, an estimated $594K added.
- The largest Soundwatch Hedged Equity ETF seller in Q2 2026 was United Capital Financial Advisors, an estimated $5.4M sold.
Based on aggregated 13F filings for Q2 2026.