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MSSM

Morgan Stanley Pathway Small-Mid Cap Equity ETF

18 hedge funds and large institutions have $466M invested in Morgan Stanley Pathway Small-Mid Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

29% more funds holding

Funds holding: 1418 (+4)

20% more capital invested

Capital invested by funds: $389M → $466M (+$77.3M)

0.93% less ownership

Funds ownership: 74.43%73.51% (-0.93%)

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$460M +$39.4M +907,091 +10%
Jane Street
2
Jane Street
New York
$2.39M +$1.77M +40,689 +383%
Citadel Advisors
3
Citadel Advisors
Florida
$2.24M +$2.09M +48,088 New
Comerica Bank
4
Comerica Bank
Texas
$726K +$480K +11,042 +244%
UBS Group
5
UBS Group
Switzerland
$71.1K +$54.6K +1,257 +467%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$55.9K +$49.2K +1,133 +1,691%
Raymond James Financial
7
Raymond James Financial
Florida
$10.3K +$9.61K +221 New
Wells Fargo
8
Wells Fargo
California
$9.46K +$6.21K +143 +238%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.45K +$2.65K +61 +469%
GRP
10
Global Retirement Partners
California
$3.03K +$2.83K +65 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.13K +72 New
IA
12
IFP Advisors
Florida
$2.7K
Bank of America
13
Bank of America
North Carolina
$2.24K
AssetMark Inc
14
AssetMark Inc
California
$1.58K -$782 -18 -35%
GWM
15
Geneos Wealth Management
Colorado
$1.49K -$1.39K -32 -50%
SVWA
16
Sarver Vrooman Wealth Advisors
Missouri
$1.12K +$1.04K +24 New
PA
17
Parallel Advisors
California
$420 +$391 +9 New
PMFA
18
Plante Moran Financial Advisors
Michigan
$186 +$174 +4 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$894K -20,722 Closed
Jones Financial Companies
20
Jones Financial Companies
Missouri
-$909 -21 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$1K -13 Closed

MSSM Hedge Fund Activity: Q2 2025 in Review

18 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) for Q2 2025, worth a combined $466M — up 20% from $389M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MSSM positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $894K sold.

  • 18 institutional investors held Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) as of Q2 2025, up from 14 in Q1 2025.
  • Funds reported $466M of Morgan Stanley Pathway Small-Mid Cap Equity ETF stock for Q2 2025, up 20% quarter-over-quarter.
  • 7 funds opened new Morgan Stanley Pathway Small-Mid Cap Equity ETF positions in Q2 2025 and 3 closed out, a net change of +4 holders.
  • The largest Morgan Stanley Pathway Small-Mid Cap Equity ETF buyer in Q2 2025 was Morgan Stanley, an estimated $39.4M added.
  • The largest Morgan Stanley Pathway Small-Mid Cap Equity ETF seller in Q2 2025 was Susquehanna International Group, an estimated $894K sold.

Based on aggregated 13F filings for Q2 2025.