Soundwatch Hedged Equity ETF (SHDG)

• Market cap: $150M
• 1 day: 0.87%
• 5 days: -1.62%
• 1 month: -2.78%
• 3 months: -3.61%
• 6 months: 5.36%
• Year to date: -0.21%
• 1 year: 12.59%
• 5 years: 40.50%
• 10 years: 40.50%

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

22% more funds holding

Funds holding: 9 [Q3] → 11 (+2) [Q4]

2.49% more ownership

Funds ownership: 89.5% [Q3] → 91.99% (+2.49%) [Q4]

5% more capital invested

Capital invested by funds: $129M [Q3] → $136M (+$6.31M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5