MFS Active Growth ETF
MFSG
33 hedge funds and large institutions have $168M invested in MFS Active Growth ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 6
37% more capital invested
Capital invested by funds: $123M → $168M (+$44.9M)
22% more funds holding
Funds holding: 27 → 33 (+6)
2.78% more ownership
Funds ownership: 71.04% → 73.82% (+2.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$41.5M |
| 2 |
AFG
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
+$6.26M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$5.39M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.62M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$1.1M |
| 2 |
EWS
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
-$684K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$333K |
| 4 |
PFG
Prosperity Financial Group
San Ramon,
California
|
-$202K |
| 5 |
CWGL
Cedrus Wealth Group LLC
Andover,
Minnesota
|
-$157K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $259K | +$7.34K | +269 | +3% |
|
|
PWPS
27
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $205K | +$25.3K | +928 | +13% |
|
|
RF
28
Roxbury Financial
Mount Arlington,
New Jersey
| $131K | -$6.55K | -240 | -4% |
|
|
IWP
29
IAG Wealth Partners
Waukesha,
Wisconsin
| $48K | -$1.1M | -40,308 | -96% |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $31.4K | – | – | – |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $23.2K | +$24.7K | +907 | New |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $16.6K | +$8.92K | +327 | +102% |
|
|
T
33
Tidemark
San Diego,
California
| $1.38K | +$1.47K | +54 | New |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$333K | -11,767 | Closed |
|
MFSG Hedge Fund Activity: Q1 2026 in Review
33 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in MFS Active Growth ETF (MFSG) for Q1 2026, worth a combined $168M — up 37% from $123M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MFSG positions and 1 closed out — a net gain of 7 holders — while 18 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $41.5M. The largest seller was IAG Wealth Partners, cutting an estimated $1.1M.
- 33 institutional investors held MFS Active Growth ETF (MFSG) as of Q1 2026, up from 27 in Q4 2025.
- Funds reported $168M of MFS Active Growth ETF stock for Q1 2026, up 37% quarter-over-quarter.
- 8 funds opened new MFS Active Growth ETF positions in Q1 2026 and 1 closed out, a net change of +7 holders.
- The largest MFS Active Growth ETF buyer in Q1 2026 was LPL Financial, an estimated $41.5M added.
- The largest MFS Active Growth ETF seller in Q1 2026 was IAG Wealth Partners, an estimated $1.1M sold.
Based on aggregated 13F filings for Q1 2026.