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MSSM

Morgan Stanley Pathway Small-Mid Cap Equity ETF

17 hedge funds and large institutions have $501M invested in Morgan Stanley Pathway Small-Mid Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $466M → $501M (+$34.7M)

0.53% less ownership

Funds ownership: 73.51%72.97% (-0.53%)

6% less funds holding

Funds holding: 1817 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 7

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$498M -$3.82M -77,989 -0.8%
Comerica Bank
2
Comerica Bank
Texas
$785K -$6.31K -129 -0.8%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$760K +$731K +14,947 New
Jane Street
4
Jane Street
New York
$571K -$1.96M -40,062 -78%
Citadel Advisors
5
Citadel Advisors
Florida
$400K -$1.97M -40,220 -84%
UBS Group
6
UBS Group
Switzerland
$33.9K -$42.1K -860 -56%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15K +$14.7K +300 New
Wells Fargo
8
Wells Fargo
California
$9.1K -$1.17K -24 -12%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$4.78K -$54.1K -1,106 -92%
BHWM
10
Beaird Harris Wealth Management
Texas
$4.17K +$4.01K +82 New
Osaic Holdings
11
Osaic Holdings
Arizona
$3.75K
GRP
12
Global Retirement Partners
California
$3.3K
WANY
13
Wealthspire Advisors (New York)
New York
$2.95K +$2.84K +58 New
IA
14
IFP Advisors
Florida
$2.95K
GWM
15
Geneos Wealth Management
Colorado
$1.63K
SVWA
16
Sarver Vrooman Wealth Advisors
Missouri
$1.22K
RCM
17
Raleigh Capital Management
North Carolina
$305 +$294 +6 New
Raymond James Financial
18
Raymond James Financial
Florida
-$10.3K -221 Closed
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
-$3K -72 Closed
Bank of America
20
Bank of America
North Carolina
-$2.24K -48 Closed
AssetMark Inc
21
AssetMark Inc
California
-$1.58K -34 Closed
PA
22
Parallel Advisors
California
-$420 -9 Closed
PMFA
23
Plante Moran Financial Advisors
Michigan
-$186 -4 Closed

MSSM Hedge Fund Activity: Q3 2025 in Review

17 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) for Q3 2025, worth a combined $501M — up 7.5% from $466M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MSSM and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 0 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $731K. The largest seller was Morgan Stanley, cutting an estimated $3.82M.

  • 17 institutional investors held Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) as of Q3 2025, down from 18 in Q2 2025.
  • Funds reported $501M of Morgan Stanley Pathway Small-Mid Cap Equity ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 5 funds opened new Morgan Stanley Pathway Small-Mid Cap Equity ETF positions in Q3 2025 and 6 closed out, a net change of -1 holder.
  • The largest Morgan Stanley Pathway Small-Mid Cap Equity ETF buyer in Q3 2025 was Susquehanna International Group, an estimated $731K added.
  • The largest Morgan Stanley Pathway Small-Mid Cap Equity ETF seller in Q3 2025 was Morgan Stanley, an estimated $3.82M sold.

Based on aggregated 13F filings for Q3 2025.