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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
LPL Financial
1
LPL Financial
California
$121M +$104M +4,116,831 +565%
WWA
2
WCG Wealth Advisors
Nevada
$42.1M +$42.7M +1,691,285 New
CWS
3
Confluence Wealth Services
Pennsylvania
$27.9M +$10.5M +417,865 +59%
MFGM
4
Marshall Financial Group (Maryland)
Maryland
$24.2M +$1.44M +57,036 +6%
ETC
5
Exchange Traded Concepts
Oklahoma
$19.3M +$19.6M +776,544 New
Jones Financial Companies
6
Jones Financial Companies
Missouri
$18.2M +$8.23M +326,089 +80%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$12.6M +$12.3M +487,491 +2,871%
FA
8
Fermata Advisors
California
$11.8M +$169K +6,711 +1%
Raymond James Financial
9
Raymond James Financial
Florida
$6.54M +$6.62M +262,631 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.11M -$1.39M -55,146 -18%
JRSI
11
Jeter Robert S II
$5.73M +$5.77M +228,703 New
MIM
12
Marshall Investment Management
Colorado
$4.51M +$144K +5,725 +3%
Natixis Advisors
13
Natixis Advisors
Massachusetts
$4.44M +$1.92M +75,991 +74%
FZCM
14
Flynn Zito Capital Management
New York
$4.09M +$4.15M +164,356 New
Osaic Holdings
15
Osaic Holdings
Arizona
$2.66M +$2.67M +105,923 +13,257%
IWC
16
Integrated Wealth Concepts
Massachusetts
$2.63M +$2.66M +105,553 New
JP Morgan Chase
17
JP Morgan Chase
New York
$2.6M +$311K +12,345 +13%
Goldman Sachs
18
Goldman Sachs
New York
$2.23M +$2.26M +89,472 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.05M +$514K +20,387 +33%
Truist Financial
20
Truist Financial
North Carolina
$1.93M +$98.7K +3,913 +5%
P
21
&Partners
Tennessee
$1.24M – – –
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$972K +$598K +23,698 +154%
DC
23
Davenport & Co
Virginia
$931K +$271K +10,756 +40%
PAG
24
Private Advisor Group
New Jersey
$870K +$7.32K +290 +0.8%
KWM
25
Kingsview Wealth Management
Oregon
$858K +$869K +34,465 New
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.