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McElhenny Sheffield Managed Risk ETF
MSMR

1 hedge funds and large institutions have $8.73M invested in McElhenny Sheffield Managed Risk ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $7.15M → $8.73M (+$1.58M)

1.32% more ownership

Funds ownership: 21.14% → 22.46% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

50% less funds holding

Funds holding: 2 → 1 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
1
Holders Change
-1
Holders Change %
-50%
% of All Funds
0.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSCM
McElhenny Sheffield Capital Management
Texas
+$212K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.03K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
1
McElhenny Sheffield Capital Management
Texas
$8.73M +$212K +9,336 +3%
UBS Group
2
UBS Group
Switzerland
– -$2.03K -92 Closed

MSMR Hedge Fund Activity: Q2 2023 in Review

1 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in McElhenny Sheffield Managed Risk ETF (MSMR) for Q2 2023, worth a combined $8.73M — up 22% from $7.15M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of MSMR and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was McElhenny Sheffield Capital Management, adding an estimated $212K. The largest seller was UBS Group, exiting entirely with an estimated $2.03K sold.

  • 1 institutional investor held McElhenny Sheffield Managed Risk ETF (MSMR) as of Q2 2023, down from 2 in Q1 2023.
  • Funds reported $8.73M of McElhenny Sheffield Managed Risk ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 0 funds opened new McElhenny Sheffield Managed Risk ETF positions in Q2 2023 and 1 closed out, a net change of -1 holder.
  • The largest McElhenny Sheffield Managed Risk ETF buyer in Q2 2023 was McElhenny Sheffield Capital Management, an estimated $212K added.
  • The largest McElhenny Sheffield Managed Risk ETF seller in Q2 2023 was UBS Group, an estimated $2.03K sold.

Based on aggregated 13F filings for Q2 2023.