McElhenny Sheffield Managed Risk ETF
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.
28% more capital invested
Capital invested by funds: $45M → $57.7M (+$12.6M)
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.14% less ownership
Funds ownership: 93.12% → 91.98% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
+$11M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$251K |
| 3 |
W
WorthPointe
La Jolla,
California
|
+$222K |
| 4 |
SF
Symphony Financial
Houston,
Texas
|
+$64.6K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$25.1K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSCM
1
McElhenny Sheffield Capital Management
Dallas,
Texas
| $56.6M | +$11M | +400,912 | +25% |
|
|
W
2
WorthPointe
La Jolla,
California
| $436K | +$222K | +8,123 | +109% |
|
|
SF
3
Symphony Financial
Houston,
Texas
| $292K | +$64.6K | +2,365 | +29% |
|
|
4
Wolverine Trading
Chicago,
Illinois
| $257K | +$251K | +9,194 | New |
|
|
ACA
5
Aptus Capital Advisors
Fairhope,
Alabama
| $50.4K | +$25.1K | +920 | +104% |
|
6
UBS Group
Zurich,
Switzerland
| $1.51K | +$984 | +36 | +200% |
|
7
Morgan Stanley
New York
| $45 | – | – | – |
|
MSMR Hedge Fund Activity: Q2 2024 in Review
7 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in McElhenny Sheffield Managed Risk ETF (MSMR) for Q2 2024, worth a combined $57.7M — up 28% from $45M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MSMR positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 0 trimmed.
The largest buyer was McElhenny Sheffield Capital Management, adding an estimated $11M.
- 7 institutional investors held McElhenny Sheffield Managed Risk ETF (MSMR) as of Q2 2024, up from 6 in Q1 2024.
- Funds reported $57.7M of McElhenny Sheffield Managed Risk ETF stock for Q2 2024, up 28% quarter-over-quarter.
- 1 fund opened new McElhenny Sheffield Managed Risk ETF positions in Q2 2024 and 0 closed out, a net change of +1 holder.
- The largest McElhenny Sheffield Managed Risk ETF buyer in Q2 2024 was McElhenny Sheffield Capital Management, an estimated $11M added.
Based on aggregated 13F filings for Q2 2024.