McElhenny Sheffield Managed Risk ETF
MSMR
MSMR
7 hedge funds and large institutions have $57.7M invested in McElhenny Sheffield Managed Risk ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
5
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
| $56.6M | +$11.3M | +400,912 | +25% |
|
|
W
2
WorthPointe
La Jolla,
California
| $436K | +$227K | +8,123 | +109% |
|
|
SF
3
Symphony Financial
Houston,
Texas
| $292K | +$66.3K | +2,365 | +29% |
|
4
Wolverine Trading
Chicago,
Illinois
| $257K | +$257K | +9,194 | New |
|
|
ACA
5
Aptus Capital Advisors
Fairhope,
Alabama
| $50.4K | +$25.8K | +920 | +104% |
|
6
UBS Group
Zurich,
Switzerland
| $1.51K | +$1.01K | +36 | +200% |
|
7
Morgan Stanley
New York
| $45 | – | – | – |
|