MSSM

Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM

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.

Upgrade to unlock
New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
17
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.36M
2
+$621K
3
+$38.6K
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$17.6K
5
APW
Aventura Private Wealth
Florida
+$17.2K

Top Sellers

1
-$12.1M
2
-$571K
3
-$55.7K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$15K
5
UBS Group
UBS Group
Switzerland
-$11.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$484M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.1M
Citadel Advisors
3
Citadel Advisors
Florida
$1.01M
Comerica Bank
4
Comerica Bank
Texas
$726K
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$43K
UBS Group
6
UBS Group
Switzerland
$22.8K
Jones Financial Companies
7
Jones Financial Companies
Missouri
$17.4K
APW
8
Aventura Private Wealth
Florida
$17K
AA
9
Ancora Advisors
Ohio
$16.5K
TCOV
10
Trust Company of Vermont
Vermont
$5.67K
BHWM
11
Beaird Harris Wealth Management
Texas
$4.15K
Wells Fargo
12
Wells Fargo
California
$4K
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
US Bancorp
17
US Bancorp
Minnesota
$708
Jane Street
18
Jane Street
New York
–
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
–
GRP
20
Global Retirement Partners
California
–
WANY
21
Wealthspire Advisors (New York)
New York
–
GWM
22
Geneos Wealth Management
Colorado
–
RCM
23
Raleigh Capital Management
North Carolina
–