MFSB

MFS Active Core Plus Bond ETF

9 hedge funds and large institutions have $32.1M invested in MFS Active Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+3
Holders Change %
+50%
% of All Funds
0.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
4
Increased
3
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$18.2M +$18.2M +735,391 New
FA
2
Fermata Advisors
California
$8.9M +$8.9M +356,441 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.28M +$2.28M +91,196 New
Brown Advisory
4
Brown Advisory
Maryland
$661K
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$609K +$307K +12,290 +101%
DC
6
Davenport & Co
Virginia
$513K
Goldman Sachs
7
Goldman Sachs
New York
$486K +$238K +9,554 +96%
Jane Street
8
Jane Street
New York
$452K +$51.7K +2,073 +13%
UBS Group
9
UBS Group
Switzerland
$4.97K +$4.97K +199 New
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
-$24.8K -1,000 Closed