Soundwatch Hedged Equity ETFSHDGETF
13F holders, Q2 2024 (June 30)9holders +2
4new positions
2sold out
$27.40avg. 13F price*
At the end of Q2 2024, 9 institutions reported holding Soundwatch Hedged Equity ETF (SHDG) in their 13F filings, up 2 from Q1 2024. 4 opened new positions and 2 sold out. The largest holders were Apexium Financial, LP ($132.9M), Soundwatch Capital LLC ($947K) and Advisory Services Network, LLC ($509K).
- Company
- Soundwatch Hedged Equity ETF
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q2 2024)
- CUSIP
- 00777X603
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.7M |
| Exits | 2 | $654K |
All 13F filers, Q1 2024 → Q2 2024: 158,779 shares bought and 25,330 shares sold, net +133,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Apexium Financial, LP | 9.49% | Add +2.1% | 4,849,513 | $132.9M |
| Soundwatch Capital LLC | 5.21% | New | 34,560 | $947K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.7% | 18,586 | $509K |
| Atria Investments, Inc | 0.01% | New | 18,266 | $501K |
| Navis Wealth Advisors, LLC | 0.33% | No change | 10,555 | $289K |
| Richard P Slaughter Associates Inc | 0.06% | No change | 9,285 | $254K |
| MAI Capital Management | 0.00% | New | 7,433 | $204K |
| Transcendent Capital Group LLC | 0.10% | No change | 6,200 | $170K |
| UBS Group AG | 0.00% | New | 75 | $2K |
"% of holder's portfolio" is SHDG's weight in each manager's 13F, not the share of Soundwatch Hedged Equity ETF the manager owns.