Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mfs Active Exchange Traded F (BRIE)

36 + Investors. Track Smart Money conviction in BRIE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
2Q ▲
Buyers last Q
82%

Smart Money Signals — BRIE

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added BRIE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
36 hedge funds hold BRIE right now — the highest count in 0.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 82% buying

33 buying7 selling
Last quarter: 33 funds were net buyers (21 opened a brand new position + 12 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new BRIE position: 13 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +119% but shares only +97% — price-driven

Value
+118%
Shares
+96%
Last quarter: the total dollar value of institutional holdings rose +119%, but actual share count only changed +97%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 36 current holders: 36 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
4 of 36 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BRIE

In 2026 Q2, 33 hedge funds were net buyers of BRIE (21 opened a new position, 12 added to an existing one), while 7 reduced or exited (3 trimmed, 4 sold completely) — a 82% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 27% of total institutional value in BRIE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 36.

Hedge Fund Ownership: BRIE

How many hedge funds hold BRIE — quarterly history vs. share price
Quarterly hedge fund ownership of BRIE vs. share price

Market Analysis: BRIE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BRIE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: BRIE
36 + Investors

Track Smart Money conviction in BRIE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 19 89.47%
13F Shares 11M 5M 96.87%
Total Value $325M $149M 118.8%
New Positions 21 13 +8
Increased Positions 12 4 +8
Closed Positions 4 0 +4
Reduced Positions 3 2 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BRIE

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Financial Highlights

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Institutional Holders (2026 Q2)

36 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BRIE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BRIE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valley Financial Group, Inc. 7.21% 482,366 $14.6M
2 Adamsbrown Wealth Consultants LLC 5.78% 1,010,498 $30.6M
3 Byrne Financial Freedom, LLC 2.54% 214,740 $6.5M
4 IAG Wealth Partners, LLC 0.99% 329,667 $10.0M
5 Cornell Pochily Investment Advisors, Inc. 0.71% 87,526 $2.7M
6 Krilogy Financial LLC 0.53% 591,261 $17.9M
7 Sowa Financial Group, Inc. 0.37% 26,111 $792K
8 Barnes Pettey Financial Advisors, LLC 0.34% 35,798 $1.1M
9 BlueChip Wealth Advisors LLC 0.24% 21,175 $642K
10 Childress Capital Advisors, LLC 0.18% 35,827 $1.1M
11 Cetera Investment Advisers 0.08% 3,026,406 $91.8M
12 one8zero8, LLC 0.05% 8,400 $255K
13 Unique Wealth, LLC 0.04% 12,723 $386K
14 Aspen Grove Capital, LLC 0.04% 10,000 $303K
15 Mgo One Seven LLC 0.04% 86,560 $2.6M
16 Bradley Foster & Sargent Inc/Ct 0.04% 98,028 $3.0M
17 Atlas Wealth LLC 0.04% 8,721 $264K
18 Commonwealth Equity Services, LLC 0.04% 935,631 $28.4M
19 &Partners 0.03% 220,065 $6.7M
20 Private Advisor Group, LLC 0.02% 127,934 $3.9M
21 LPL Financial LLC 0.02% 2,466,731 $74.8M
22 Smith, Moore & CO. 0.01% 6,999 $212K
23 Concurrent Investment Advisors, LLC 0.01% 41,068 $1.2M
24 Rockefeller Capital Management L.P. 0.01% 206,156 $6.3M
25 Kestra Advisory Services, LLC 0.00% 43,142 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Mfs Active Exchange Traded F (BRIE)

What does the Smart Money Trend signal show for BRIE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BRIE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BRIE?

More buyers than sellers — 82% buying: Last quarter: 33 funds were net buyers (21 opened a brand new position + 12 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BRIE holders?

Strong quality — 27% AUM from major funds: 4 of 36 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BRIE?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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