McElhenny Sheffield Managed Risk ETF
MSMR
15 hedge funds and large institutions have $132M invested in McElhenny Sheffield Managed Risk ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
25% more funds holding
Funds holding: 12 → 15 (+3)
8% more capital invested
Capital invested by funds: $123M → $132M (+$9.67M)
0.02% more ownership
Funds ownership: 85.78% → 85.81% (+0.02%)
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
|
+$2.94M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$1.41M |
| 3 |
SF
Symphony Financial
Houston,
Texas
|
+$541K |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$461K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
-$343K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$256K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.83K |
MSMR Hedge Fund Activity: Q4 2025 in Review
15 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in McElhenny Sheffield Managed Risk ETF (MSMR) for Q4 2025, worth a combined $132M — up 7.9% from $123M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MSMR positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was McElhenny Sheffield Capital Management, adding an estimated $2.94M. The largest seller was Heritage Oak Wealth Advisors, cutting an estimated $343K.
- 15 institutional investors held McElhenny Sheffield Managed Risk ETF (MSMR) as of Q4 2025, up from 12 in Q3 2025.
- Funds reported $132M of McElhenny Sheffield Managed Risk ETF stock for Q4 2025, up 7.9% quarter-over-quarter.
- 4 funds opened new McElhenny Sheffield Managed Risk ETF positions in Q4 2025 and 1 closed out, a net change of +3 holders.
- The largest McElhenny Sheffield Managed Risk ETF buyer in Q4 2025 was McElhenny Sheffield Capital Management, an estimated $2.94M added.
- The largest McElhenny Sheffield Managed Risk ETF seller in Q4 2025 was Heritage Oak Wealth Advisors, an estimated $343K sold.
Based on aggregated 13F filings for Q4 2025.