McElhenny Sheffield Managed Risk ETF
MSMR
6 hedge funds and large institutions have $45M invested in McElhenny Sheffield Managed Risk ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 0 closing their positions.
200% more funds holding
Funds holding: 2 → 6 (+4)
20% more capital invested
Capital invested by funds: $37.5M → $45M (+$7.59M)
0.85% more ownership
Funds ownership: 92.27% → 93.12% (+0.85%)
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
|
+$3.64M |
| 2 |
SF
Symphony Financial
Houston,
Texas
|
+$214K |
| 3 |
W
WorthPointe
La Jolla,
California
|
+$198K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$17.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$478 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSCM
1
McElhenny Sheffield Capital Management
Dallas,
Texas
| $44.6M | +$3.64M | +137,120 | +9% |
|
|
SF
2
Symphony Financial
Houston,
Texas
| $224K | +$214K | +8,054 | New |
|
|
W
3
WorthPointe
La Jolla,
California
| $207K | +$198K | +7,441 | New |
|
|
ACA
4
Aptus Capital Advisors
Fairhope,
Alabama
| $24.5K | +$17.7K | +665 | +308% |
|
|
5
UBS Group
Zurich,
Switzerland
| $501 | +$478 | +18 | New |
|
6
Morgan Stanley
New York
| $50 | +$27 | +1 | New |
|
MSMR Hedge Fund Activity: Q1 2024 in Review
6 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in McElhenny Sheffield Managed Risk ETF (MSMR) for Q1 2024, worth a combined $45M — up 20% from $37.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MSMR positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was McElhenny Sheffield Capital Management, adding an estimated $3.64M.
- 6 institutional investors held McElhenny Sheffield Managed Risk ETF (MSMR) as of Q1 2024, up from 2 in Q4 2023.
- Funds reported $45M of McElhenny Sheffield Managed Risk ETF stock for Q1 2024, up 20% quarter-over-quarter.
- 4 funds opened new McElhenny Sheffield Managed Risk ETF positions in Q1 2024 and 0 closed out, a net change of +4 holders.
- The largest McElhenny Sheffield Managed Risk ETF buyer in Q1 2024 was McElhenny Sheffield Capital Management, an estimated $3.64M added.
Based on aggregated 13F filings for Q1 2024.