Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mfs Active Exchange Traded F (MFSV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
5Q ▲
Buyers last Q
85%

Smart Money Signals — MFSV

Based on 41 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 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
41 hedge funds hold MFSV 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 — +486% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+486% 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 — 85% buying

33 buying6 selling
Last quarter: 33 funds were net buyers (12 opened a brand new position + 21 added to an existing one). Only 6 were sellers (5 trimmed + 1 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: 9 → 6 → 13 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 66% entered in last year

■ 0% conviction (2yr+) ■ 34% medium ■ 66% 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 → 9 → 6 → 13 → 12 new funds/Q
New funds entering each quarter: 9 → 6 → 13 → 12. A growing number of institutions are discovering MFSV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 95% of holders entered in last year

■ 0% veterans ■ 5% 1-2yr ■ 95% new
Of 41 current holders: 39 (95%) 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 — 52% AUM from top-100 funds

52% from top-100 AUM funds
9 of 41 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in MFSV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.6
out of 10
Moderate Exit Risk
Exit risk score 6.6/10 — 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 — MFSV

In 2026 Q1, 33 hedge funds were net buyers of MFSV (12 opened a new position, 21 added to an existing one), while 6 reduced or exited (5 trimmed, 1 sold completely) — a 85% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in MFSV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 41.

Hedge Fund Ownership: MFSV

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

Market Analysis: MFSV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MFSV

-- --

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

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

Signal Freshness measures how much MFSV 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 · 79d ago
MFSV
+6.4%
SPY
+13.9%

MFSV outperformed SPY by -7.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
MFSV
+4.1%
SPY
+0.2%

Since the filing became public, MFSV outperformed SPY by +3.9% .

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.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: MFSV
41 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 41 30 36.67%
13F Shares 12M 6M 109.0%
Total Value $329M $157M 109.49%
New Positions 12 13 -1
Increased Positions 21 13 +8
Closed Positions 1 2 -1
Reduced Positions 5 1 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFSV

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Financial Highlights

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Institutional Holders (2026 Q1)

41 + investors

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

QUARTER:
Top 25 MFSV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paul R. Ried Financial Group, LLC 11.91% 958,819 $25.6M
2 SFG Wealth Management, LLC. 10.27% 933,598 $25.0M
3 Greenbush Financial Group, LLC 4.57% 515,923 $13.8M
4 Mars Jewett Financial Group, INC. 0.71% 83,574 $2.2M
5 Prosperity Financial Group, Inc. 0.57% 57,607 $1.5M
6 BlueChip Wealth Advisors LLC 0.45% 38,287 $1.0M
7 Keating Financial Advisory Services, Inc. 0.41% 95,293 $2.5M
8 Arkadios Wealth Advisors 0.37% 855,977 $22.9M
9 Apollon Wealth Management, LLC 0.14% 317,718 $8.5M
10 Private Advisor Group, LLC 0.10% 820,527 $21.9M
11 Richmond Investment Services, LLC 0.06% 14,689 $393K
12 &Partners 0.04% 340,322 $9.1M
13 LPL Financial LLC 0.03% 4,568,658 $122.1M
14 CRA Financial Services, LLC 0.03% 8,400 $225K
15 IHT Wealth Management, LLC 0.03% 46,647 $1.2M
16 Advisory Services Network, LLC 0.03% 76,362 $2.0M
17 Regal Investment Advisors LLC 0.02% 14,515 $388K
18 Sittner & Nelson, LLC 0.02% 2,250 $60K
19 Kingsview Wealth Management, LLC 0.02% 44,324 $1.2M
20 Jones Financial Companies Lllp 0.01% 848,727 $22.3M
21 Equitable Holdings, Inc. 0.01% 59,956 $1.6M
22 Commonwealth Equity Services, LLC 0.01% 165,289 $4.4M
23 Cetera Investment Advisers 0.00% 127,891 $3.4M
24 Steward Partners Investment Advisory, LLC 0.00% 20,320 $543K
25 Envestnet Asset Management Inc 0.00% 333,508 $8.9M
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 — 5 quarters in a row: For 5 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 — 85% buying: Last quarter: 33 funds were net buyers (12 opened a brand new position + 21 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MFSV holders?

Elite ownership — 52% AUM from top-100 funds: 9 of 41 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in MFSV. 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 MFSV?

Mostly new holders — 66% 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 (MFSV) following the 2026 Q1 hedge fund 13F filings?

As of today, MFSV has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.9%. Since the quarter end (March 31, 2026), MFSV has gained +6.4% 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.

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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