MSSM

Morgan Stanley Pathway Small-Mid Cap Equity ETF

17 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, 6 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$460M +$42.3M +907,091 +10%
Jane Street
2
Jane Street
New York
$2.39M +$1.9M +40,689 +383%
Citadel Advisors
3
Citadel Advisors
Florida
$2.24M +$2.24M +48,088 New
Comerica Bank
4
Comerica Bank
Texas
$726K +$515K +11,042 +244%
UBS Group
5
UBS Group
Switzerland
$71.1K +$58.6K +1,257 +467%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$55.9K +$52.8K +1,133 +1,691%
Raymond James Financial
7
Raymond James Financial
Florida
$10.3K +$10.3K +221 New
Wells Fargo
8
Wells Fargo
California
$9.46K +$6.67K +143 +238%
GRP
9
Global Retirement Partners
California
$3.03K +$3.03K +65 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +72 New
IA
11
IFP Advisors
Florida
$2.7K
Bank of America
12
Bank of America
North Carolina
$2.24K
AssetMark Inc
13
AssetMark Inc
California
$1.59K -$839 -18 -35%
GWM
14
Geneos Wealth Management
Colorado
$1.49K -$1.49K -32 -50%
SVWA
15
Sarver Vrooman Wealth Advisors
Missouri
$1.12K +$1.12K +24 New
PA
16
Parallel Advisors
California
$420 +$420 +9 New
PMFA
17
Plante Moran Financial Advisors
Michigan
$186 +$186 +4 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$894K -20,722 Closed
Jones Financial Companies
19
Jones Financial Companies
Missouri
-$909 -21 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
-$1K -13 Closed
Osaic Holdings
21
Osaic Holdings
Arizona
-$561 -13 Closed