Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MFS ACTIVE EXCHANGE TRADED F (MFSI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
4Q ▲
Buyers last Q
84%

Smart Money Signals — MFSI

Based on 49 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 MFSI 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
49 hedge funds hold MFSI 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 — +2350% more funds vs a year ago

fund count last 5Q
+47 new funds entered over the past year (+2350% 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 — 84% buying

41 buying8 selling
Last quarter: 41 funds were net buyers (13 opened a brand new position + 28 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 11 → 13 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 69% entered in last year

■ 0% conviction (2yr+) ■ 31% medium ■ 69% 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 — ~13 new funds/quarter

15 → 11 → 13 → 13 new funds/Q
New funds entering each quarter: 15 → 11 → 13 → 13. 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 49 current holders: 49 (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 — 21% AUM from major funds

21% from top-100 AUM funds
5 of 49 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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.

Hedge Fund Ownership: MFSI

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

Market Analysis: MFSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MFSI

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: MFSI
2026 Q1 Stats Unlock in 13 days 49 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 49 38 28.95%
13F Shares 16M 13M 27.73%
Total Value $501M $380M 31.76%
New Positions 13 13 -
Increased Positions 28 21 +7
Closed Positions 2 2 -
Reduced Positions 6 4 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFSI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

49 + investors

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

Top 25 institutional holders of MFSI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Baron Wealth Management LLC 8.66% 974,446 $29.0M
2 OLD SECOND NATIONAL BANK OF AURORA 8.51% 1,385,288 $41.2M
3 River Street Advisors LLC 7.05% 701,739 $20.9M
4 Spectrum Wealth Advisory Group, LLC 4.20% 379,635 $11.3M
5 CMH Wealth Management LLC 3.22% 631,190 $18.8M
6 Soltis Investment Advisors LLC 0.88% 471,473 $14.0M
7 Flaharty Asset Management, LLC 0.77% 209,354 $6.2M
8 KESTRA PRIVATE WEALTH SERVICES, LLC 0.38% 1,049,543 $31.2M
9 BOYUM WEALTH ARCHITECTS LLC 0.38% 28,979 $907K
10 Annex Advisory Services, LLC 0.33% 587,778 $17.5M
11 VICTORY FINANCIAL GROUP, LLC 0.31% 85,805 $2.6M
12 Baer Investment Advisory LLC 0.31% 85,805 $2.6M
13 Walleye Partners, LLC 0.30% 8,200 $244K
14 JM2 Capital Inc. 0.20% 8,269 $246K
15 Lynx Investment Advisory 0.10% 7,000 $208K
16 Fortis Capital Advisors, LLC 0.07% 18,838 $560K
17 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.04% 2,954 $88K
18 SMITH, MOORE & CO. 0.04% 18,263 $543K
19 DAVENPORT & Co LLC 0.04% 221,313 $6.6M
20 LPL Financial LLC 0.03% 3,722,274 $110.6M
21 Belpointe Asset Management LLC 0.02% 18,838 $560K
22 MML INVESTORS SERVICES, LLC 0.02% 203,363 $6.0M
23 Provenance Wealth Advisors, LLC 0.02% 4,954 $147K
24 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 277,637 $8.3M
25 Private Advisor Group, LLC 0.01% 69,865 $2.1M
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 (MFSI)

What does the Smart Money Trend signal show for MFSI?

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

More buyers than sellers — 84% buying: Last quarter: 41 funds were net buyers (13 opened a brand new position + 28 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MFSI holders?

Strong quality — 21% AUM from major funds: 5 of 49 holders rank in the top 100 by AUM, accounting for 21% 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 MFSI?

Mostly new holders — 69% 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.