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MSSM

Morgan Stanley Pathway Small-Mid Cap Equity ETF

17 hedge funds and large institutions have $488M invested in Morgan Stanley Pathway Small-Mid Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1717 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3% less capital invested

Capital invested by funds: $501M → $488M (-$12.9M)

1.02% less ownership

Funds ownership: 72.97%71.95% (-1%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
4
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
$484M -$12.1M -237,083 -2%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.1M +$1.36M +26,635 +178%
Citadel Advisors
3
Citadel Advisors
Florida
$1.01M +$621K +12,130 +154%
Comerica Bank
4
Comerica Bank
Texas
$726K -$55.7K -1,089 -7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$43K +$38.6K +755 +803%
UBS Group
6
UBS Group
Switzerland
$22.8K -$11.1K -216 -32%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$17.4K +$17.6K +344 New
APW
8
Aventura Private Wealth
Florida
$17K +$17.2K +336 New
AA
9
Ancora Advisors
Ohio
$16.5K +$16.7K +326 New
TCOV
10
Trust Company of Vermont
Vermont
$5.67K +$5.73K +112 New
BHWM
11
Beaird Harris Wealth Management
Texas
$4.15K
Wells Fargo
12
Wells Fargo
California
$4K -$5.12K -100 -56%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.74K
IA
14
IFP Advisors
Florida
$2.94K
SVWA
15
Sarver Vrooman Wealth Advisors
Missouri
$1.21K
RFA
16
Reyes Financial Architecture
California
$860 +$870 +17 New
US Bancorp
17
US Bancorp
Minnesota
$708 +$717 +14 New
Jane Street
18
Jane Street
New York
-$571K -11,242 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
-$15K -300 Closed
GRP
20
Global Retirement Partners
California
-$3.3K -65 Closed
WANY
21
Wealthspire Advisors (New York)
New York
-$2.95K -58 Closed
GWM
22
Geneos Wealth Management
Colorado
-$1.63K -32 Closed
RCM
23
Raleigh Capital Management
North Carolina
-$305 -6 Closed

MSSM Hedge Fund Activity: Q4 2025 in Review

17 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) for Q4 2025, worth a combined $488M — down 2.6% from $501M a quarter earlier.

Fund positioning in MSSM was balanced in Q4 2025: 6 funds opened new positions, 6 closed out, 3 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.36M. The largest seller was Morgan Stanley, cutting an estimated $12.1M.

  • 17 institutional investors held Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $488M of Morgan Stanley Pathway Small-Mid Cap Equity ETF stock for Q4 2025, down 2.6% quarter-over-quarter.
  • 6 funds opened new Morgan Stanley Pathway Small-Mid Cap Equity ETF positions in Q4 2025 and 6 closed out, a net change of 0 holders.
  • The largest Morgan Stanley Pathway Small-Mid Cap Equity ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $1.36M added.
  • The largest Morgan Stanley Pathway Small-Mid Cap Equity ETF seller in Q4 2025 was Morgan Stanley, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2025.