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McElhenny Sheffield Managed Risk ETF

4 hedge funds and large institutions have $1.45M invested in McElhenny Sheffield Managed Risk ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

100% more funds holding

Funds holding: 24 (+2)

28% more capital invested

Capital invested by funds: $1.13M → $1.45M (+$313K)

0.96% more ownership

Funds ownership: 3.4%4.36% (+0.96%)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
1
Wolverine Trading
Illinois
$942K +$171K +7,866 +22%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$265K +$269K +12,329 New
AWM
3
Accurate Wealth Management
Florida
$220K +$135K +6,195 New
UBS Group
4
UBS Group
Switzerland
$20K +$20.4K +934 New
Citadel Advisors
5
Citadel Advisors
Florida
-$334K -15,051 Closed

MSMR Hedge Fund Activity: Q3 2022 in Review

4 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in McElhenny Sheffield Managed Risk ETF (MSMR) for Q3 2022, worth a combined $1.45M — up 28% from $1.13M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MSMR positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $269K. The largest seller was Citadel Advisors, exiting entirely with an estimated $334K sold.

  • 4 institutional investors held McElhenny Sheffield Managed Risk ETF (MSMR) as of Q3 2022, up from 2 in Q2 2022.
  • Funds reported $1.45M of McElhenny Sheffield Managed Risk ETF stock for Q3 2022, up 28% quarter-over-quarter.
  • 3 funds opened new McElhenny Sheffield Managed Risk ETF positions in Q3 2022 and 1 closed out, a net change of +2 holders.
  • The largest McElhenny Sheffield Managed Risk ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $269K added.
  • The largest McElhenny Sheffield Managed Risk ETF seller in Q3 2022 was Citadel Advisors, an estimated $334K sold.

Based on aggregated 13F filings for Q3 2022.