MFS ACTIVE EXCHANGE TRADED F (MFSG): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

MFS ACTIVE EXCHANGE TRADED F (MFSG)

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

Smart Money Signals — MFSG

Based on 26 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q

For 4 consecutive quarters, more hedge funds added MFSG 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

26 hedge funds hold MFSG right now — the highest count in 1.2 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 — +767% more funds vs a year ago

fund count last 5Q

+23 new funds entered over the past year (+767% 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 79% buying

22 buying6 selling

Last quarter: 22 funds were net buyers (9 opened a brand new position + 13 added to an existing one). Only 6 were sellers (2 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 7 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 81% entered in last year

■ 0% conviction (2yr+) ■ 19% medium ■ 81% 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.

➡️

Steady discovery — ~9 new funds/quarter

6 → 7 → 10 → 9 new funds/Q

New funds entering each quarter: 6 → 7 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 26 current holders: 26 (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 — 24% AUM from major funds

24% from top-100 AUM funds

4 of 26 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.0

out of 10

High Exit Risk

Exit risk score 7.0/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	26	21	23.81%
13F Shares	4M	3M	33.12%
Total Value	$121M	$90M	34.01%
New Positions	9	10	-1
Increased Positions	13	5	+8
Closed Positions	4	2	+2
Reduced Positions	2	3	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

23.81%

13F Shares

33.12%

Total Value

$121M

$90M

34.01%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

26 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 10 institutional holders of MFSG — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Allegheny Financial Group	2.25%	653,413	$16.7M
2	Cornerstone Wealth Management, LLC	0.20%	153,880	$3.9M
3	Roxbury Financial LLC	0.12%	5,119	$131K
4	Richmond Investment Services, LLC	0.04%	10,505	$269K
5	Farther Finance Advisors, LLC	0.03%	140,641	$3.6M
6	Apollon Wealth Management, LLC	0.02%	56,540	$1.4M
7	IAG Wealth Partners, LLC	0.01%	1,874	$48K
8	Private Advisor Group, LLC	0.00%	37,257	$953K
9	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	83,843	$2.1M
10	Cambridge Investment Research Advisors, Inc.	0.00%	10,131	—

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 (MFSG)

What does the Smart Money Trend signal show for MFSG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added MFSG 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 MFSG?

More buyers than sellers — 79% buying: Last quarter: 22 funds were net buyers (9 opened a brand new position + 13 added to an existing one). Only 6 were sellers (2 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MFSG holders?

Strong quality — 24% AUM from major funds: 4 of 26 holders rank in the top 100 by AUM, accounting for 24% 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 MFSG?

Mostly new holders — 81% 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.

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MFS ACTIVE EXCHANGE TRADED F (MFSG)

Smart Money Signals — MFSG

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +767% more funds vs a year ago

More buyers than sellers — 79% buying

Steady new buyers — ~9 new funds per quarter

Mostly new holders — 81% entered in last year

Steady discovery — ~9 new funds/quarter

Early stage — 100% of holders entered in last year

Strong quality — 24% AUM from major funds

Hedge Fund Ownership: MFSG

Market Analysis: MFSG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MFSG

Hedge Fund Positioning: MFSG

Statistics: MFSG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — MFS ACTIVE EXCHANGE TRADED F (MFSG)

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