McElhenny Sheffield Managed Risk ETF (MSMR)

• Market cap: $114M
• 1 day: 0.21%
• 5 days: 0.48%
• 1 month: -1.38%
• 3 months: -5.33%
• 6 months: -2.66%
• Year to date: -3.43%
• 1 year: 10.03%
• 5 years: 17.25%
• 10 years: 17.25%

Fund manager confidence

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

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

25% more funds holding

Funds holding: 8 [Q3] → 10 (+2) [Q4]

10% more capital invested

Capital invested by funds: $61.9M [Q3] → $67.8M (+$5.96M) [Q4]

6.24% more ownership

Funds ownership: 89.16% [Q3] → 95.41% (+6.24%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]