Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
21 hedge funds and large institutions have $463M invested in Morgan Stanley Pathway Small-Mid Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
24% more funds holding
Funds holding: 17 → 21 (+4)
4.99% less ownership
Funds ownership: 71.95% → 66.97% (-5%)
5% less capital invested
Capital invested by funds: $488M → $463M (-$24.6M)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$646K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$39.9K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$25.7K |
| 4 |
TC
Truvestments Capital
Sarasota,
Florida
|
+$19.5K |
| 5 |
CTA
Colonial Trust Advisors
Spartanburg,
South Carolina
|
+$5.55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$34.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$696K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$89.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$22.8K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$21.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
26
Reyes Financial Architecture
San Diego,
California
| – | -$860 | -17 | Closed |
|
27
US Bancorp
Minneapolis,
Minnesota
| – | -$708 | -14 | Closed |
|
MSSM Hedge Fund Activity: Q1 2026 in Review
21 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) for Q1 2026, worth a combined $463M — down 5.1% from $488M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MSSM positions and 6 closed out — a net gain of 6 holders — while 1 added to existing stakes and 6 trimmed.
The largest buyer was Fifth Third Bancorp, opening a new position worth an estimated $646K. The largest seller was Morgan Stanley, cutting an estimated $34.7M.
- 21 institutional investors held Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) as of Q1 2026, up from 17 in Q4 2025.
- Funds reported $463M of Morgan Stanley Pathway Small-Mid Cap Equity ETF stock for Q1 2026, down 5.1% quarter-over-quarter.
- 12 funds opened new Morgan Stanley Pathway Small-Mid Cap Equity ETF positions in Q1 2026 and 6 closed out, a net change of +6 holders.
- The largest Morgan Stanley Pathway Small-Mid Cap Equity ETF buyer in Q1 2026 was Fifth Third Bancorp, an estimated $646K added.
- The largest Morgan Stanley Pathway Small-Mid Cap Equity ETF seller in Q1 2026 was Morgan Stanley, an estimated $34.7M sold.
Based on aggregated 13F filings for Q1 2026.