Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mfs Active Exchange Traded F (MFSV)

46 + 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
↑ +5
Streak
6Q ▲
Buyers last Q
76%

Smart Money Signals — MFSV

Based on 46 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
46 hedge funds hold MFSV right now — the highest count in 1.8 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 — +207% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+207% 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 — 76% buying

35 buying11 selling
Last quarter: 35 funds were net buyers (10 opened a brand new position + 25 added to an existing one). Only 11 were sellers (6 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 13 → 12 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 67% entered in last year

■ 0% conviction (2yr+) ■ 33% medium ■ 67% 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 — ~10 new funds/quarter

9 → 6 → 13 → 12 → 10 new funds/Q
New funds entering each quarter: 6 → 13 → 12 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 89% of holders entered in last year

■ 0% veterans ■ 11% 1-2yr ■ 89% new
Of 46 current holders: 41 (89%) 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 — 56% AUM from top-100 funds

56% from top-100 AUM funds
9 of 46 holders are among the 100 largest funds by AUM, controlling 56% 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.
6.7
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.

Institutional Sentiment Summary — MFSV

In 2026 Q2, 35 hedge funds were net buyers of MFSV (10 opened a new position, 25 added to an existing one), while 11 reduced or exited (6 trimmed, 5 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in MFSV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 46.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: MFSV
46 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 46 41 12.2%
13F Shares 15M 12M 22.8%
Total Value $431M $329M 30.96%
New Positions 10 12 -2
Increased Positions 25 21 +4
Closed Positions 5 1 +4
Reduced Positions 6 5 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFSV

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Institutional Holders (2026 Q2)

46 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paul R. Ried Financial Group, LLC 14.21% 1,138,859 $32.5M
2 SFG Wealth Management, LLC. 11.30% 1,099,524 $31.4M
3 Potentia Wealth 3.13% 267,667 $7.6M
4 BlueChip Wealth Advisors LLC 0.99% 91,486 $2.6M
5 Prosperity Financial Group, Inc. 0.51% 57,206 $1.6M
6 Mars Jewett Financial Group, INC. 0.46% 79,656 $2.3M
7 Arkadios Wealth Advisors 0.44% 1,013,458 $29.0M
8 Keating Financial Advisory Services, Inc. 0.38% 100,665 $2.9M
9 Apollon Wealth Management, LLC 0.12% 357,907 $10.2M
10 WCG Wealth Advisors LLC 0.08% 123,636 $3.5M
11 Private Advisor Group, LLC 0.08% 588,632 $16.8M
12 Savvy Advisors, Inc. 0.07% 122,050 $3.5M
13 &Partners 0.04% 346,332 $10.0M
14 LPL Financial LLC 0.04% 5,700,107 $162.9M
15 CRA Financial Services, LLC 0.03% 8,400 $240K
16 Advisory Services Network, LLC 0.03% 84,045 $2.4M
17 Kingsview Wealth Management, LLC 0.03% 77,906 $2.2M
18 Regal Investment Advisors LLC 0.02% 16,605 $474K
19 IHT Wealth Management, LLC 0.02% 33,802 $966K
20 Sittner & Nelson, LLC 0.02% 2,250 $64K
21 Jones Financial Companies Lllp 0.02% 1,452,707 $41.1M
22 Equitable Holdings, Inc. 0.01% 58,686 $1.7M
23 Commonwealth Equity Services, LLC 0.01% 212,316 $6.1M
24 IFG Advisory, LLC 0.01% 6,757 $193K
25 Global Retirement Partners, LLC 0.01% 12,876 $368K
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 — 6 quarters in a row: For 6 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 — 76% buying: Last quarter: 35 funds were net buyers (10 opened a brand new position + 25 added to an existing one). Only 11 were sellers (6 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MFSV holders?

Elite ownership — 56% AUM from top-100 funds: 9 of 46 holders are among the 100 largest funds by AUM, controlling 56% 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 — 67% 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.

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