Soundwatch Hedged Equity ETF (SHDG)

• Market cap: $150M
• 1 day: 0.00%
• 5 days: -0.03%
• 1 month: -2.49%
• 3 months: 1.45%
• 6 months: 5.27%
• Year to date: 0.76%
• 1 year: 20.04%
• 5 years: 41.86%
• 10 years: 41.86%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% more funds holding

Funds holding: 9 [Q2] → 9 (+0) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

5% less capital invested

Capital invested by funds: $136M [Q2] → $129M (-$6.27M) [Q3]

11.2% less ownership

Funds ownership: 100.7% [Q2] → 89.5% (-11.2%) [Q3]