McElhenny Sheffield Managed Risk ETF
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.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more funds holding
Funds holding: 10 → 14 (+4)
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
+$19.6M |
| 2 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
+$4.95M |
| 3 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$1.65M |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$499K |
| 5 |
Jane Street
New York
|
+$389K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$360K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$10.5K |
MSMR Hedge Fund Activity: Q1 2025 in Review
14 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in McElhenny Sheffield Managed Risk ETF (MSMR) for Q1 2025, worth a combined $93.1M — up 37% from $67.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MSMR positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was McElhenny Sheffield Capital Management, adding an estimated $19.6M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $360K sold.
- 14 institutional investors held McElhenny Sheffield Managed Risk ETF (MSMR) as of Q1 2025, up from 10 in Q4 2024.
- Funds reported $93.1M of McElhenny Sheffield Managed Risk ETF stock for Q1 2025, up 37% quarter-over-quarter.
- 5 funds opened new McElhenny Sheffield Managed Risk ETF positions in Q1 2025 and 1 closed out, a net change of +4 holders.
- The largest McElhenny Sheffield Managed Risk ETF buyer in Q1 2025 was McElhenny Sheffield Capital Management, an estimated $19.6M added.
- The largest McElhenny Sheffield Managed Risk ETF seller in Q1 2025 was Atria Wealth Solutions, an estimated $360K sold.
Based on aggregated 13F filings for Q1 2025.