McElhenny Sheffield Managed Risk ETF
MSMR
MSMR
8 hedge funds and large institutions have $61.9M invested in McElhenny Sheffield Managed Risk ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SF
1
Symphony Financial
Houston,
Texas
|
$303K |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
MSCM
1
McElhenny Sheffield Capital Management
Dallas,
Texas
| $60.2M | +$198K | +6,650 | +0.3% |
|
|
W
2
WorthPointe
La Jolla,
California
| $712K | +$249K | +8,347 | +54% |
|
3
Wolverine Trading
Chicago,
Illinois
| $343K | +$70K | +2,360 | +26% |
|
|
SF
4
Symphony Financial
Houston,
Texas
| $303K | -$6.1K | -206 | -2% |
|
5
Cerity Partners
New York
| $262K | +$262K | +8,799 | New |
|
|
ACA
6
Aptus Capital Advisors
Fairhope,
Alabama
| $53.6K | – | – | – |
|
|
BHWM
7
Beaird Harris Wealth Management
Dallas,
Texas
| $13.7K | +$13.7K | +460 | New |
|
8
Morgan Stanley
New York
| $45 | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$1.51K | -54 | Closed |
|