McElhenny Sheffield Managed Risk ETF
MSMR
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.
New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+4
Holders Change %
+200%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
MSCM
1
McElhenny Sheffield Capital Management
Dallas,
Texas
| $44.6M | +$3.79M | +137,120 | +9% |
|
|
SF
2
Symphony Financial
Houston,
Texas
| $224K | +$224K | +8,054 | New |
|
|
W
3
WorthPointe
La Jolla,
California
| $207K | +$207K | +7,441 | New |
|
|
ACA
4
Aptus Capital Advisors
Fairhope,
Alabama
| $24.5K | +$18.5K | +665 | +308% |
|
5
UBS Group
Zurich,
Switzerland
| $501 | +$501 | +18 | New |
|
6
Morgan Stanley
New York
| $50 | +$50 | +1 | New |
|