McElhenny Sheffield Managed Risk ETF
MSMR
14 hedge funds and large institutions have $116M invested in McElhenny Sheffield Managed Risk ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
24% more capital invested
Capital invested by funds: $93.1M → $116M (+$22.4M)
0% more funds holding
Funds holding: 14 → 14 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.48% less ownership
Funds ownership: 88.32% → 87.84% (-0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
+$8.74M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$6.07M |
| 3 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$3.65M |
| 4 |
W
WorthPointe
La Jolla,
California
|
+$363K |
| 5 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$695K |
| 2 |
Jane Street
New York
|
-$381K |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$194K |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$149K |
| 5 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
-$50.6K |
MSMR Hedge Fund Activity: Q2 2025 in Review
14 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in McElhenny Sheffield Managed Risk ETF (MSMR) for Q2 2025, worth a combined $116M — up 24% from $93.1M a quarter earlier.
Fund positioning in MSMR was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 4 trimmed.
The largest buyer was McElhenny Sheffield Capital Management, adding an estimated $8.74M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $695K sold.
- 14 institutional investors held McElhenny Sheffield Managed Risk ETF (MSMR) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $116M of McElhenny Sheffield Managed Risk ETF stock for Q2 2025, up 24% quarter-over-quarter.
- 4 funds opened new McElhenny Sheffield Managed Risk ETF positions in Q2 2025 and 4 closed out, a net change of 0 holders.
- The largest McElhenny Sheffield Managed Risk ETF buyer in Q2 2025 was McElhenny Sheffield Capital Management, an estimated $8.74M added.
- The largest McElhenny Sheffield Managed Risk ETF seller in Q2 2025 was Susquehanna International Group, an estimated $695K sold.
Based on aggregated 13F filings for Q2 2025.