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MFSB

MFS Active Core Plus Bond ETF
MFSB

13 hedge funds and large institutions have $58.4M invested in MFS Active Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

82% more capital invested

Capital invested by funds: $32.1M → $58.4M (+$26.3M)

44% more funds holding

Funds holding: 9 → 13 (+4)

14.49% more ownership

Funds ownership: 51.69% → 66.18% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
13
Holders Change
+4
Holders Change %
+44.44%
% of All Funds
0.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$10.1M
2
FA
Fermata Advisors
California
+$3.28M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.81M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.31M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$486K
2
Jane Street
Jane Street
New York
-$452K
3
UBS Group
UBS Group
Switzerland
-$4.94K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$20.1M +$1.58M +63,117 +9%
FA
2
Fermata Advisors
California
$12.3M +$3.28M +130,819 +37%
LPL Financial
3
LPL Financial
California
$10.1M +$10.1M +401,279 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.13M +$2.81M +112,014 +123%
Citadel Advisors
5
Citadel Advisors
Florida
$2.32M +$2.31M +92,112 New
IWC
6
Integrated Wealth Concepts
Massachusetts
$2.18M +$2.16M +86,262 New
JP Morgan Chase
7
JP Morgan Chase
New York
$2.15M +$2.13M +85,110 New
Jones Financial Companies
8
Jones Financial Companies
Missouri
$1.58M +$1.57M +62,540 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$999K +$381K +15,208 +62%
Brown Advisory
10
Brown Advisory
Maryland
$668K – – –
DC
11
Davenport & Co
Virginia
$612K +$92.7K +3,700 +18%
PAG
12
Private Advisor Group
New Jersey
$246K +$244K +9,750 New
UBS Group
13
UBS Group
Switzerland
$50 -$4.94K -197 -99%
Goldman Sachs
14
Goldman Sachs
New York
– -$486K -19,490 Closed
Jane Street
15
Jane Street
New York
– -$452K -18,106 Closed

MFSB Hedge Fund Activity: Q3 2025 in Review

13 of the 7,626 institutional investors tracked by Wall St. Rank reported a position in MFS Active Core Plus Bond ETF (MFSB) for Q3 2025, worth a combined $58.4M — up 82% from $32.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MFSB positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $10.1M. The largest seller was Goldman Sachs, exiting entirely with an estimated $486K sold.

  • 13 institutional investors held MFS Active Core Plus Bond ETF (MFSB) as of Q3 2025, up from 9 in Q2 2025.
  • Funds reported $58.4M of MFS Active Core Plus Bond ETF stock for Q3 2025, up 82% quarter-over-quarter.
  • 6 funds opened new MFS Active Core Plus Bond ETF positions in Q3 2025 and 2 closed out, a net change of +4 holders.
  • The largest MFS Active Core Plus Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $10.1M added.
  • The largest MFS Active Core Plus Bond ETF seller in Q3 2025 was Goldman Sachs, an estimated $486K sold.

Based on aggregated 13F filings for Q3 2025.