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MFSB

MFS Active Core Plus Bond ETF
MFSB

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: 33 → 39 (+6)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$30.5M
2
PAG
Private Advisor Group
New Jersey
+$11M
3
WWA
WCG Wealth Advisors
Nevada
+$9.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.78M
5
Raymond James Financial
Raymond James Financial
Florida
+$5.62M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.63M
2
Goldman Sachs
Goldman Sachs
New York
-$1.04M
3
FA
Fermata Advisors
California
-$277K
4
Truist Financial
Truist Financial
North Carolina
-$238K
5
RIS
Richmond Investment Services
Wisconsin
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.19M -$1.04M -41,710 -47%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.17M +$717K +28,695 +158%
DC
28
Davenport & Co
Virginia
$1M +$70.8K +2,833 +8%
BEI
29
Benjamin Edwards Inc
Missouri
$942K +$944K +37,785 New
Brown Advisory
30
Brown Advisory
Maryland
$660K – – –
FTUS
31
Flow Traders U.S.
New York
$454K +$454K +18,192 New
LOWM
32
Laurel Oak Wealth Management
New Jersey
$321K -$191K -7,626 -37%
DA
33
Detalus Advisors
Missouri
$313K +$314K +12,550 New
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$225K +$226K +9,034 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$201K +$201K +8,046 New
GRP
36
Global Retirement Partners
California
$176K +$176K +7,059 New
IA
37
IFG Advisory
Georgia
$53.5K +$53.6K +2,144 New
T
38
Tidemark
California
$723 – – –
UBS Group
39
UBS Group
Switzerland
$224 -$4.37K -175 -95%
RIS
40
Richmond Investment Services
Wisconsin
– -$201K -8,081 Closed
HI
41
Harbour Investments
Wisconsin
– -$21.3K -854 Closed
1
2

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.