MFS Active Core Plus Bond ETF
MFSB
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.
1,404% more capital invested
Capital invested by funds: $2.14M → $32.1M (+$30M)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
46.47% more ownership
Funds ownership: 5.22% → 51.69% (+46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$18.1M |
| 2 |
FA
Fermata Advisors
Sonoma,
California
|
+$8.78M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.25M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$303K |
| 5 |
Goldman Sachs
New York
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$24.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFGM
1
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $18.2M | +$18.1M | +735,391 | New |
|
|
FA
2
Fermata Advisors
Sonoma,
California
| $8.9M | +$8.78M | +356,441 | New |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.28M | +$2.25M | +91,196 | New |
|
4
Brown Advisory
Baltimore,
Maryland
| $661K | – | – | – |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $609K | +$303K | +12,290 | +101% |
|
|
DC
6
Davenport & Co
Richmond,
Virginia
| $513K | – | – | – |
|
|
7
Goldman Sachs
New York
| $486K | +$235K | +9,554 | +96% |
|
8
Jane Street
New York
| $452K | +$51.1K | +2,073 | +13% |
|
9
UBS Group
Zurich,
Switzerland
| $4.97K | +$4.9K | +199 | New |
|
|
10
JP Morgan Chase
New York
| – | -$24.8K | -1,000 | Closed |
|
MFSB Hedge Fund Activity: Q2 2025 in Review
9 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in MFS Active Core Plus Bond ETF (MFSB) for Q2 2025, worth a combined $32.1M — up 1,404% from $2.14M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MFSB positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Marshall Financial Group (Maryland), opening a new position worth an estimated $18.1M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $24.8K sold.
- 9 institutional investors held MFS Active Core Plus Bond ETF (MFSB) as of Q2 2025, up from 6 in Q1 2025.
- Funds reported $32.1M of MFS Active Core Plus Bond ETF stock for Q2 2025, up 1,404% quarter-over-quarter.
- 4 funds opened new MFS Active Core Plus Bond ETF positions in Q2 2025 and 1 closed out, a net change of +3 holders.
- The largest MFS Active Core Plus Bond ETF buyer in Q2 2025 was Marshall Financial Group (Maryland), an estimated $18.1M added.
- The largest MFS Active Core Plus Bond ETF seller in Q2 2025 was JP Morgan Chase, an estimated $24.8K sold.
Based on aggregated 13F filings for Q2 2025.