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MSSM

Morgan Stanley Pathway Small-Mid Cap Equity ETF

14 hedge funds and large institutions have $389M invested in Morgan Stanley Pathway Small-Mid Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

17% more funds holding

Funds holding: 1214 (+2)

2.68% more ownership

Funds ownership: 71.75%74.43% (+2.7%)

2% less capital invested

Capital invested by funds: $399M → $389M (-$9.86M)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
1
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change

MSSM Hedge Fund Activity: Q1 2025 in Review

14 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) for Q1 2025, worth a combined $389M — down 2.5% from $399M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MSSM positions and 6 closed out — a net gain of 3 holders — while 1 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.39M sold.

  • 14 institutional investors held Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) as of Q1 2025, up from 12 in Q4 2024.
  • Funds reported $389M of Morgan Stanley Pathway Small-Mid Cap Equity ETF stock for Q1 2025, down 2.5% quarter-over-quarter.
  • 9 funds opened new Morgan Stanley Pathway Small-Mid Cap Equity ETF positions in Q1 2025 and 6 closed out, a net change of +3 holders.
  • The largest Morgan Stanley Pathway Small-Mid Cap Equity ETF buyer in Q1 2025 was Morgan Stanley, an estimated $23.2M added.
  • The largest Morgan Stanley Pathway Small-Mid Cap Equity ETF seller in Q1 2025 was Citadel Advisors, an estimated $1.39M sold.

Based on aggregated 13F filings for Q1 2025.