MFS Active Core Plus Bond ETF
MFSB
24 hedge funds and large institutions have $110M invested in MFS Active Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
88% more capital invested
Capital invested by funds: $58.4M → $110M (+$51.4M)
85% more funds holding
Funds holding: 13 → 24 (+11)
2.95% more ownership
Funds ownership: 66.18% → 69.13% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
+$17.8M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$8.75M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.29M |
| 4 |
MIM
Marshall Investment Management
Littleton,
Colorado
|
+$4.44M |
| 5 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.18M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$836K |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
-$502K |
MFSB Hedge Fund Activity: Q4 2025 in Review
24 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in MFS Active Core Plus Bond ETF (MFSB) for Q4 2025, worth a combined $110M — up 88% from $58.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MFSB positions and 1 closed out — a net gain of 11 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Confluence Wealth Services, opening a new position worth an estimated $17.8M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $2.18M sold.
- 24 institutional investors held MFS Active Core Plus Bond ETF (MFSB) as of Q4 2025, up from 13 in Q3 2025.
- Funds reported $110M of MFS Active Core Plus Bond ETF stock for Q4 2025, up 88% quarter-over-quarter.
- 12 funds opened new MFS Active Core Plus Bond ETF positions in Q4 2025 and 1 closed out, a net change of +11 holders.
- The largest MFS Active Core Plus Bond ETF buyer in Q4 2025 was Confluence Wealth Services, an estimated $17.8M added.
- The largest MFS Active Core Plus Bond ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $2.18M sold.
Based on aggregated 13F filings for Q4 2025.