Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mfs Active Exchange Traded F (BRIE)

19 + 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
↑ +13
Streak
1Q ▲
Buyers last Q
89%

Smart Money Signals — BRIE

Based on 19 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, 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
19 hedge funds hold BRIE right now — the highest count in 0.5 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 — 89% buying

17 buying2 selling
Last quarter: 17 funds were net buyers (13 opened a brand new position + 4 added to an existing one). Only 2 were sellers (2 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
🔄

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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 19 current holders: 19 (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 — 28% AUM from major funds

28% from top-100 AUM funds
6 of 19 holders rank in the top 100 by AUM, accounting for 28% 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 Q1, 17 hedge funds were net buyers of BRIE (13 opened a new position, 4 added to an existing one), while 2 reduced or exited (2 trimmed their position) — a 89% buyer ratio, indicating clear institutional accumulation. 28% of total institutional value in BRIE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 19.

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

-- --

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

Is It Too Late to Buy Mfs Active Exchange Traded F (BRIE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BRIE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
BRIE
nan%
SPY
+15.1%

BRIE outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
BRIE
nan%
SPY
+1.3%

Since the filing became public, BRIE outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: BRIE
19 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 19 6 216.67%
13F Shares 5M 2M 256.45%
Total Value $149M $41M 258.44%
New Positions 13 6 +7
Increased Positions 4 0 +4
Closed Positions 0 0 -
Reduced Positions 2 0 +2
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 Q1)

19 + 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 19 BRIE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valley Financial Group, Inc. 6.91% 473,472 $12.8M
2 Krilogy Financial LLC 0.55% 596,000 $17.2M
3 Sowa Financial Group, Inc. 0.17% 12,523 $339K
4 Childress Capital Advisors, LLC 0.15% 29,969 $810K
5 Barnes Pettey Financial Advisors, LLC 0.09% 7,539 $204K
6 Cetera Investment Advisers 0.06% 2,088,791 $56.5M
7 Unique Wealth, LLC 0.05% 12,567 $340K
8 Mgo One Seven LLC 0.05% 83,516 $2.3M
9 Clayton Financial Group LLC 0.03% 2,291 $62K
10 Commonwealth Equity Services, LLC 0.02% 571,199 $15.4M
11 IAG Wealth Partners, LLC 0.02% 5,225 $141K
12 LPL Financial LLC 0.01% 1,095,503 $29.6M
13 Kestra Advisory Services, LLC 0.00% 35,251 $953K
14 Jane Street Group, LLC 0.00% 211,990 $5.7M
15 Citadel Advisors LLC 0.00% 154,392 $4.2M
16 Susquehanna International Group, LLP 0.00% 69,323 $1.9M
17 Aqr Capital Management LLC 0.00% 9,350 $253K
18 UBS Group AG 0.00% 2,623 $71K
19 Steward Partners Investment Advisory, LLC 0.00% 14 —
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 89% buying: Last quarter: 17 funds were net buyers (13 opened a brand new position + 4 added to an existing one). Only 2 were sellers (2 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BRIE holders?

Strong quality — 28% AUM from major funds: 6 of 19 holders rank in the top 100 by AUM, accounting for 28% 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.

Is it too late to buy Mfs Active Exchange Traded F (BRIE) following the 2026 Q1 hedge fund 13F filings?

As of today, BRIE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BRIE has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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