McElhenny Sheffield Managed Risk ETF
MSMR
19 hedge funds and large institutions have $134M invested in McElhenny Sheffield Managed Risk ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
27% more funds holding
Funds holding: 15 → 19 (+4)
2% more capital invested
Capital invested by funds: $132M → $134M (+$2.13M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.1% less ownership
Funds ownership: 85.81% → 84.71% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
+$2.25M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$372K |
| 3 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$268K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$263K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$291K |
| 2 |
WS
Wilian Securities
Vadnais Heights,
Minnesota
|
-$234K |
| 3 |
W
WorthPointe
La Jolla,
California
|
-$59.8K |
| 4 |
SF
Symphony Financial
Houston,
Texas
|
-$44.6K |
| 5 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$43.5K |
MSMR Hedge Fund Activity: Q1 2026 in Review
19 of the 8,192 institutional investors tracked by Wall St. Rank reported a position in McElhenny Sheffield Managed Risk ETF (MSMR) for Q1 2026, worth a combined $134M — up 1.6% from $132M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MSMR positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was McElhenny Sheffield Capital Management, adding an estimated $2.25M. The largest seller was Citadel Advisors, exiting entirely with an estimated $291K sold.
- 19 institutional investors held McElhenny Sheffield Managed Risk ETF (MSMR) as of Q1 2026, up from 15 in Q4 2025.
- Funds reported $134M of McElhenny Sheffield Managed Risk ETF stock for Q1 2026, up 1.6% quarter-over-quarter.
- 6 funds opened new McElhenny Sheffield Managed Risk ETF positions in Q1 2026 and 2 closed out, a net change of +4 holders.
- The largest McElhenny Sheffield Managed Risk ETF buyer in Q1 2026 was McElhenny Sheffield Capital Management, an estimated $2.25M added.
- The largest McElhenny Sheffield Managed Risk ETF seller in Q1 2026 was Citadel Advisors, an estimated $291K sold.
Based on aggregated 13F filings for Q1 2026.