McElhenny Sheffield Managed Risk ETF
MSMR
10 hedge funds and large institutions have $67.8M invested in McElhenny Sheffield Managed Risk ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
25% more funds holding
Funds holding: 8 → 10 (+2)
10% more capital invested
Capital invested by funds: $61.9M → $67.8M (+$5.96M)
6.24% more ownership
Funds ownership: 89.16% → 95.41% (+6.2%)
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
|
+$1.29M |
| 2 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
+$1.28M |
| 3 |
Cerity Partners
New York
|
+$1.11M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$530K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$483K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$343K |
| 2 |
SF
Symphony Financial
Houston,
Texas
|
-$303K |
| 3 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
-$13.7K |
| 4 |
Morgan Stanley
New York
|
-$45 |
MSMR Hedge Fund Activity: Q4 2024 in Review
10 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in McElhenny Sheffield Managed Risk ETF (MSMR) for Q4 2024, worth a combined $67.8M — up 9.6% from $61.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MSMR positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was McElhenny Sheffield Capital Management, adding an estimated $1.29M. The largest seller was Wolverine Trading, exiting entirely with an estimated $343K sold.
- 10 institutional investors held McElhenny Sheffield Managed Risk ETF (MSMR) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $67.8M of McElhenny Sheffield Managed Risk ETF stock for Q4 2024, up 9.6% quarter-over-quarter.
- 6 funds opened new McElhenny Sheffield Managed Risk ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
- The largest McElhenny Sheffield Managed Risk ETF buyer in Q4 2024 was McElhenny Sheffield Capital Management, an estimated $1.29M added.
- The largest McElhenny Sheffield Managed Risk ETF seller in Q4 2024 was Wolverine Trading, an estimated $343K sold.
Based on aggregated 13F filings for Q4 2024.