McElhenny Sheffield Managed Risk ETF
MSMR
21 hedge funds and large institutions have $163M invested in McElhenny Sheffield Managed Risk ETF in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
21% more capital invested
Capital invested by funds: $134M → $163M (+$28.2M)
11% more funds holding
Funds holding: 19 → 21 (+2)
3.75% more ownership
Funds ownership: 84.71% → 88.47% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
+$9.7M |
| 2 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$9.52M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.32M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.92M |
| 5 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$404K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$230K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$38.9K |
| 3 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$22.4K |
| 4 |
SG
Sankala Group
Lyons,
Colorado
|
-$15K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$14K |
MSMR Hedge Fund Activity: Q2 2026 in Review
21 of the 8,323 institutional investors tracked by Wall St. Rank reported a position in McElhenny Sheffield Managed Risk ETF (MSMR) for Q2 2026, worth a combined $163M — up 21% from $134M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MSMR positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was McElhenny Sheffield Capital Management, adding an estimated $9.7M. The largest seller was Signal Advisors Wealth, cutting an estimated $230K.
- 21 institutional investors held McElhenny Sheffield Managed Risk ETF (MSMR) as of Q2 2026, up from 19 in Q1 2026.
- Funds reported $163M of McElhenny Sheffield Managed Risk ETF stock for Q2 2026, up 21% quarter-over-quarter.
- 4 funds opened new McElhenny Sheffield Managed Risk ETF positions in Q2 2026 and 2 closed out, a net change of +2 holders.
- The largest McElhenny Sheffield Managed Risk ETF buyer in Q2 2026 was McElhenny Sheffield Capital Management, an estimated $9.7M added.
- The largest McElhenny Sheffield Managed Risk ETF seller in Q2 2026 was Signal Advisors Wealth, an estimated $230K sold.
Based on aggregated 13F filings for Q2 2026.