Soundwatch Hedged Equity ETFSHDGETF
13F holders, Q1 2024 (March 31)7holders
$26.36avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding Soundwatch Hedged Equity ETF (SHDG) in their 13F filings. The largest holders were Apexium Financial, LP ($125.2M), Advisory Services Network, LLC ($504K) and Susquehanna International Group, LLP ($342K).
- Company
- Soundwatch Hedged Equity ETF
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q1 2024)
- CUSIP
- 00777X603
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $817K |
| Exits | 1 | $1.5M |
Ownership 7 holders
| Apexium Financial, LP | 9.50% | Add +0.4% | 4,751,068 | $125.2M |
| Advisory Services Network, LLC | 0.01% | Reduce -11.0% | 19,108 | $504K |
| Susquehanna International Group, LLP | 0.00% | New | 12,982 | $342K |
| Old Mission Capital LLC | 0.01% | New | 11,826 | $312K |
| Navis Wealth Advisors, LLC | 0.33% | No change | 10,555 | $278K |
| Richard P Slaughter Associates Inc | 0.06% | No change | 9,285 | $245K |
| Transcendent Capital Group LLC | 0.09% | New | 6,200 | $163K |
"% of holder's portfolio" is SHDG's weight in each manager's 13F, not the share of Soundwatch Hedged Equity ETF the manager owns.