McElhenny Sheffield Managed Risk ETF
MSMR
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
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%)
Holders
14
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$8.74M | |
| 2 | +$6.07M | |
| 3 | +$3.65M | |
| 4 |
W
WorthPointe
La Jolla,
California
|
+$363K |
| 5 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
+$250K |
Top Sellers
| 1 | -$695K | |
| 2 | -$381K | |
| 3 | -$194K | |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$149K |
| 5 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
-$50.6K |