McElhenny Sheffield Managed Risk ETF
MSMR
MSMR
14 hedge funds and large institutions have $93.1M invested in McElhenny Sheffield Managed Risk ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
37% more capital invested
Capital invested by funds: $67.8M → $93.1M (+$25.3M)
7.08% less ownership
Funds ownership: 95.41% → 88.32% (-7.1%)
Holders
14
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$19.2M | |
| 2 | +$4.86M | |
| 3 | +$1.62M | |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$475K |
| 5 |
Jane Street
New York
|
+$381K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSCM
1
McElhenny Sheffield Capital Management
Dallas,
Texas
| $80.5M |
|
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|
HOWA
2
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| $6.1M |
|
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|
UAG
3
United Advisor Group
Cincinnati,
Ohio
| $1.82M |
|
|||
4
Cerity Partners
New York
| $1.35M |
|
|||
|
W
5
WorthPointe
La Jolla,
California
| $742K |
|
|||
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $695K |
|
|||
|
LFAS
7
Level Four Advisory Services
Dallas,
Texas
| $515K |
|
|||
|
AWM
8
Accurate Wealth Management
Wesley Chapel,
Florida
| $475K |
|
|||
9
Citadel Advisors
Miami,
Florida
| $459K |
|
|||
|
10
Jane Street
New York
| $381K |
|
|||
|
ACA
11
Aptus Capital Advisors
Fairhope,
Alabama
| $53.5K |
|
|||
12
UBS Group
Zurich,
Switzerland
| $25.6K |
|
|||
13
Osaic Holdings
Scottsdale,
Arizona
| $118 |
|
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14
Morgan Stanley
New York
| $46 |
|
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|
AWS
15
Atria Wealth Solutions
New York
| – |
|