MFSG

MFS Active Growth ETF

26 hedge funds and large institutions have $121M invested in MFS Active Growth ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWS
1
Evergreen Wealth Solutions
Pennsylvania
$54.5M
Jones Financial Companies
2
Jones Financial Companies
Missouri
$17.8M
AFG
3
Allegheny Financial Group
Pennsylvania
$12M
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.65M
PFG
5
Prosperity Financial Group
California
$5.02M
LPL Financial
6
LPL Financial
California
$4.98M
CWM
7
Cornerstone Wealth Management
Missouri
$4.45M
FFA
8
Farther Finance Advisors
California
$3.49M
ASN
9
Advisory Services Network
Georgia
$2.3M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.27M
AWM
11
Apollon Wealth Management
South Carolina
$1.58M
IWM
12
IHT Wealth Management
Illinois
$1.28M
IWP
13
IAG Wealth Partners
Wisconsin
$1.19M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$940K
MC
15
McCarthy & Cox
Ohio
$812K
Raymond James Financial
16
Raymond James Financial
Florida
$637K
Citadel Advisors
17
Citadel Advisors
Florida
$333K
PAG
18
Private Advisor Group
New Jersey
$281K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$279K
Jane Street
20
Jane Street
New York
$278K
DADC
21
D.A. Davidson & Co
Montana
$254K
Bank of America
22
Bank of America
North Carolina
$252K
PWPS
23
Pinnacle Wealth Planning Services
Ohio
$201K
RF
24
Roxbury Financial
New Jersey
$152K
SPIA
25
Steward Partners Investment Advisory
New York
$34.7K