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MFSB

MFS Active Core Plus Bond ETF

39 hedge funds and large institutions have $407M invested in MFS Active Core Plus Bond ETF in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

23% more capital invested

Capital invested by funds: $329M → $407M (+$77.4M)

18% more funds holding

Funds holding: 3339 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

23.99% less ownership

Funds ownership: 111.18%87.19% (-24%)

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
20
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$151M +$30.5M +1,221,698 +25%
WWA
2
WCG Wealth Advisors
Nevada
$51.5M +$9.4M +376,249 +22%
CWS
3
Confluence Wealth Services
Pennsylvania
$29.1M +$1.12M +44,887 +4%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$26.2M +$7.78M +311,619 +42%
MFGM
5
Marshall Financial Group (Maryland)
Maryland
$25.7M +$1.53M +61,140 +6%
ETC
6
Exchange Traded Concepts
Oklahoma
$20.9M +$1.52M +60,840 +8%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$12.8M +$206K +8,261 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$12.2M +$5.62M +224,794 +86%
PAG
9
Private Advisor Group
New Jersey
$11.9M +$11M +441,913 +1,265%
FA
10
Fermata Advisors
California
$11.5M -$277K -11,074 -2%
Natixis Advisors
11
Natixis Advisors
Massachusetts
$6.25M +$1.81M +72,549 +41%
JRSI
12
Jeter Robert S II
$5.79M +$117K +4,679 +2%
MIM
13
Marshall Investment Management
Colorado
$4.48M -$35.8K -1,432 -0.8%
FZCM
14
Flynn Zito Capital Management
New York
$4.09M -$11.9K -477 -0.3%
P
15
&Partners
Tennessee
$3.94M +$2.71M +108,398 +218%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.5M -$2.63M -105,089 -43%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.84M +$176K +7,053 +7%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.82M +$194K +7,782 +7%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.81M +$181K +7,239 +7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.29M +$239K +9,554 +12%
Jane Street
21
Jane Street
New York
$1.94M +$1.57M +62,866 +423%
Truist Financial
22
Truist Financial
North Carolina
$1.69M -$238K -9,537 -12%
Stifel Financial
23
Stifel Financial
Missouri
$1.66M +$1.67M +66,758 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.45M +$477K +19,091 +49%
Citadel Advisors
25
Citadel Advisors
Florida
$1.27M +$1.28M +51,068 New

MFSB Hedge Fund Activity: Q2 2026 in Review

39 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in MFS Active Core Plus Bond ETF (MFSB) for Q2 2026, worth a combined $407M — up 23% from $329M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MFSB positions and 2 closed out — a net gain of 7 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $30.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.63M.

  • 39 institutional investors held MFS Active Core Plus Bond ETF (MFSB) as of Q2 2026, up from 33 in Q1 2026.
  • Funds reported $407M of MFS Active Core Plus Bond ETF stock for Q2 2026, up 23% quarter-over-quarter.
  • 9 funds opened new MFS Active Core Plus Bond ETF positions in Q2 2026 and 2 closed out, a net change of +7 holders.
  • The largest MFS Active Core Plus Bond ETF buyer in Q2 2026 was LPL Financial, an estimated $30.5M added.
  • The largest MFS Active Core Plus Bond ETF seller in Q2 2026 was Cambridge Investment Research Advisors, an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2026.