Mfs Active Exchange Traded F (MFSB): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, MFSB has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), MFSB gained +0.5% vs +13.9% 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.

Mfs Active Exchange Traded F (MFSB)

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

Smart Money Signals — MFSB

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q

For 5 consecutive quarters, more hedge funds added MFSB 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

32 hedge funds hold MFSB right now — the highest count in 1.5 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.

🚀

Fast accumulation — +433% more funds vs a year ago

fund count last 6Q

+26 new funds entered over the past year (+433% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 79% buying

27 buying7 selling

Last quarter: 27 funds were net buyers (12 opened a brand new position + 15 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 6 → 12 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 75% entered in last year

■ 0% conviction (2yr+) ■ 25% medium ■ 75% 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.

📈

Growing discovery — still being found

5 → 4 → 6 → 12 → 12 new funds/Q

New funds entering each quarter: 4 → 6 → 12 → 12. A growing number of institutions are discovering MFSB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 97% of holders entered in last year

■ 0% veterans ■ 3% 1-2yr ■ 97% new

Of 32 current holders: 31 (97%) 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.

🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds

6 of 32 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in MFSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.9

out of 10

Moderate Exit Risk

Exit risk score 6.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	32	24	33.33%
13F Shares	13M	4M	201.38%
Total Value	$316M	$110M	187.87%
New Positions	12	12	-
Increased Positions	15	9	+6
Closed Positions	4	1	+3
Reduced Positions	3	2	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

33.33%

13F Shares

13M

201.38%

Total Value

$316M

$110M

187.87%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

32 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MFSB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Jeter Robert S II	5.70%	228,703	$5.7M
2	Marshall Financial Group, LLC	3.87%	970,357	$24.2M
3	Fermata Advisors, LLC	2.66%	474,153	$11.8M
4	Marshall Investment Management, LLC	2.16%	181,099	$4.5M
5	Flynn Zito Capital Management, LLC	1.31%	164,356	$4.1M
6	WCG Wealth Advisors LLC	1.18%	1,691,285	$42.1M
7	Confluence Wealth Services, Inc.	1.08%	1,122,766	$27.9M
8	Exchange Traded Concepts, LLC	0.14%	776,544	$19.3M
9	Laurel Oak Wealth Management, LLC	0.09%	20,503	$510K
10	Richmond Investment Services, LLC	0.03%	8,081	$201K
11	LPL Financial LLC	0.03%	4,845,652	$120.6M
12	Integrated Wealth Concepts LLC	0.02%	105,553	$2.6M
13	Cetera Investment Advisers	0.01%	504,471	$12.6M
14	Kingsview Wealth Management, LLC	0.01%	34,465	$858K
15	Jones Financial Companies Lllp	0.01%	734,124	$18.2M
16	&Partners	0.01%	49,687	$1.2M
17	DAVENPORT & Co LLC	0.01%	37,406	$931K
18	Private Advisor Group, LLC	0.00%	34,944	$870K
19	Osaic Holdings, INC.	0.00%	106,722	$2.7M
20	Commonwealth Equity Services, LLC	0.00%	82,343	$2.0M
21	Truist Financial Corp	0.00%	77,389	$1.9M
22	Raymond James Financial Inc	0.00%	262,631	$6.5M
23	Mml Investors Services, LLC	0.00%	18,160	$452K
24	Brown Advisory Inc	0.00%	26,480	$659K
25	Harbour Investments, INC.	0.00%	854	$21K

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 (MFSB)

What does the Smart Money Trend signal show for MFSB?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added MFSB 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 MFSB?

More buyers than sellers — 79% buying: Last quarter: 27 funds were net buyers (12 opened a brand new position + 15 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 MFSB holders?

Elite ownership — 45% AUM from top-100 funds: 6 of 32 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in MFSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MFSB?

Mostly new holders — 75% 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 (MFSB) following the 2026 Q1 hedge fund 13F filings?

As of today, MFSB has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), MFSB has gained +0.5% vs +13.9% 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.

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Mfs Active Exchange Traded F (MFSB)

Smart Money Signals — MFSB

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +433% more funds vs a year ago

More buyers than sellers — 79% buying

Steady new buyers — ~12 new funds per quarter

Mostly new holders — 75% entered in last year

Growing discovery — still being found

Early stage — 97% of holders entered in last year

Elite ownership — 45% AUM from top-100 funds

Institutional Sentiment Summary — MFSB

Hedge Fund Ownership: MFSB

Market Analysis: MFSB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MFSB

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

Hedge Fund Positioning: MFSB

Statistics: MFSB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

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

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