McElhenny Sheffield Managed Risk ETF (MSMR)

• Market cap: $128M
• 1 day: -0.55%
• 5 days: 0.43%
• 1 month: 1.70%
• 3 months: 4.02%
• 6 months: -2.49%
• Year to date: 0.69%
• 1 year: 9.34%
• 5 years: 22.25%
• 10 years: 22.25%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 2 (+1) [Q1 2025]

40% more funds holding

Funds holding: 10 [Q4 2024] → 14 (+4) [Q1 2025]

37% more capital invested

Capital invested by funds: $67.8M [Q4 2024] → $93.1M (+$25.3M) [Q1 2025]

7.08% less ownership

Funds ownership: 95.41% [Q4 2024] → 88.32% (-7.08%) [Q1 2025]