McElhenny Sheffield Managed Risk ETF
MSMR
MSMR
12 hedge funds and large institutions have $123M invested in McElhenny Sheffield Managed Risk ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Holders
12
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$876K | |
| 2 | +$256K | |
| 3 | +$194K | |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$175K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$113K |
Top Sellers
| 1 | -$4.68M | |
| 2 | -$335K | |
| 3 | -$265K | |
| 4 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
-$51K |
| 5 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$20.1K |