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

MFS ACTIVE EXCHANGE TRADED F (MFSV)

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

Smart Money Signals — MFSV

Based on 29 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 MFSV 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

29 hedge funds hold MFSV 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 — +1350% more funds vs a year ago

fund count last 5Q

+27 new funds entered over the past year (+1350% 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 — 89% buying

25 buying3 selling

Last quarter: 25 funds were net buyers (13 opened a brand new position + 12 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new MFSV position: 6 → 8 → 6 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 79% entered in last year

■ 0% conviction (2yr+) ■ 21% medium ■ 79% 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

6 → 8 → 6 → 13 new funds/Q

New funds entering each quarter: 6 → 8 → 6 → 13. A growing number of institutions are discovering MFSV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 29 current holders: 29 (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 — 33% AUM from major funds

33% from top-100 AUM funds

5 of 29 holders rank in the top 100 by AUM, accounting for 33% 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	29	18	61.11%
13F Shares	5M	2M	202.2%
Total Value	$141M	$46M	207.12%
New Positions	13	6	+7
Increased Positions	12	8	+4
Closed Positions	2	2	-
Reduced Positions	1	2	-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

61.11%

13F Shares

202.2%

Total Value

$141M

$46M

207.12%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

29 + investors

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

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

Top 9 institutional holders of MFSV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SFG Wealth Management, LLC.	10.27%	933,598	$25.0M
2	Greenbush Financial Group, LLC	4.57%	515,923	$13.8M
3	Apollon Wealth Management, LLC	0.14%	317,718	$8.5M
4	Private Advisor Group, LLC	0.10%	820,527	$21.9M
5	Richmond Investment Services, LLC	0.06%	14,689	$393K
6	CRA Financial Services, LLC	0.03%	8,400	$225K
7	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	165,289	$4.4M
8	Cambridge Investment Research Advisors, Inc.	0.00%	13,273	—
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.00%	450	$12K

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 (MFSV)

What does the Smart Money Trend signal show for MFSV?

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

More buyers than sellers — 89% buying: Last quarter: 25 funds were net buyers (13 opened a brand new position + 12 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MFSV holders?

Strong quality — 33% AUM from major funds: 5 of 29 holders rank in the top 100 by AUM, accounting for 33% 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 MFSV?

Mostly new holders — 79% 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 (MFSV)

Smart Money Signals — MFSV

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +1350% more funds vs a year ago

More buyers than sellers — 89% buying

More new buyers each quarter (+7 vs last Q)

Mostly new holders — 79% entered in last year

Growing discovery — still being found

Early stage — 100% of holders entered in last year

Strong quality — 33% AUM from major funds

Hedge Fund Ownership: MFSV

Market Analysis: MFSV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MFSV

Hedge Fund Positioning: MFSV

Statistics: MFSV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

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

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