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MFSB

MFS Active Core Plus Bond ETF
MFSB

33 hedge funds and large institutions have $329M invested in MFS Active Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

200% more capital invested

Capital invested by funds: $110M → $329M (+$219M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

42.05% more ownership

Funds ownership: 69.13% → 111.18% (+42%)

38% more funds holding

Funds holding: 24 → 33 (+9)

Holders
33
Holders Change
+9
Holders Change %
+37.5%
% of All Funds
0.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
16
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$104M
2
WWA
WCG Wealth Advisors
Nevada
+$42.7M
3
ETC
Exchange Traded Concepts
Oklahoma
+$19.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12.3M
5
CWS
Confluence Wealth Services
Pennsylvania
+$10.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.49M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.39M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$435K
4
Jane Street
Jane Street
New York
-$136K
5
UBS Group
UBS Group
Switzerland
-$3.99K
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$659K – – –
LOWM
27
Laurel Oak Wealth Management
New Jersey
$510K +$145K +5,734 +39%
MML Investors Services
28
MML Investors Services
Massachusetts
$452K +$458K +18,160 New
Jane Street
29
Jane Street
New York
$370K -$136K -5,376 -27%
RIS
30
Richmond Investment Services
Wisconsin
$201K +$204K +8,081 New
HI
31
Harbour Investments
Wisconsin
$21.3K +$21.5K +854 New
UBS Group
32
UBS Group
Switzerland
$4.58K -$3.99K -158 -46%
T
33
Tidemark
California
$722 +$732 +29 New
Citadel Advisors
34
Citadel Advisors
Florida
– -$1.49M -59,082 Closed
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
– -$435K -17,234 Closed
1
2

MFSB Hedge Fund Activity: Q1 2026 in Review

33 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in MFS Active Core Plus Bond ETF (MFSB) for Q1 2026, worth a combined $329M — up 200% from $110M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MFSB positions and 2 closed out — a net gain of 10 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, adding an estimated $104M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.49M sold.

  • 33 institutional investors held MFS Active Core Plus Bond ETF (MFSB) as of Q1 2026, up from 24 in Q4 2025.
  • Funds reported $329M of MFS Active Core Plus Bond ETF stock for Q1 2026, up 200% quarter-over-quarter.
  • 12 funds opened new MFS Active Core Plus Bond ETF positions in Q1 2026 and 2 closed out, a net change of +10 holders.
  • The largest MFS Active Core Plus Bond ETF buyer in Q1 2026 was LPL Financial, an estimated $104M added.
  • The largest MFS Active Core Plus Bond ETF seller in Q1 2026 was Citadel Advisors, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2026.