McElhenny Sheffield Managed Risk ETF (MSMR)

• Market cap: $73.2M
• 1 day: 0.00%
• 5 days: -1.70%
• 1 month: -3.40%
• 3 months: 1.11%
• 6 months: 4.44%
• Year to date: -0.73%
• 1 year: 18.44%
• 5 years: 20.53%
• 10 years: 20.53%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

14% more funds holding

Funds holding: 7 [Q2] → 8 (+1) [Q3]

7% more capital invested

Capital invested by funds: $57.7M [Q2] → $61.9M (+$4.18M) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

2.82% less ownership

Funds ownership: 91.98% [Q2] → 89.16% (-2.82%) [Q3]