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MFSG

MFS Active Growth ETF
MFSG

13 hedge funds and large institutions have $63.5M invested in MFS Active Growth ETF in 2025 Q2 according to their latest regulatory filings, with 7 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

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

141% more capital invested

Capital invested by funds: $26.4M → $63.5M (+$37.1M)

63% more funds holding

Funds holding: 8 → 13 (+5)

10.54% more ownership

Funds ownership: 45.14% → 55.69% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MC
McCarthy & Cox
Ohio
+$22.1M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.34M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.78M
4
AFG
Allegheny Financial Group
Pennsylvania
+$1.75M
5
Jane Street
Jane Street
New York
+$492K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$238K
2
Bank of America
Bank of America
North Carolina
-$210K
3
UBS Group
UBS Group
Switzerland
-$5.01K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1
McCarthy & Cox
Ohio
$48M +$22.1M +930,136 +105%
PFG
2
Prosperity Financial Group
California
$3.59M +$32.1K +1,350 +1%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.58M +$2.34M +98,216 New
ASN
4
Advisory Services Network
Georgia
$2.04M +$280K +11,787 +19%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.99M +$133K +5,580 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.99M +$1.78M +74,874 New
AFG
7
Allegheny Financial Group
Pennsylvania
$1.95M +$1.75M +73,577 New
Jane Street
8
Jane Street
New York
$549K +$492K +20,700 New
AWM
9
Apollon Wealth Management
South Carolina
$534K +$479K +20,150 New
RF
10
Roxbury Financial
New Jersey
$142K +$13K +545 +11%
FFA
11
Farther Finance Advisors
California
$61K +$54.7K +2,300 New
Bank of America
12
Bank of America
North Carolina
$52.9K -$210K -8,837 -82%
SPIA
13
Steward Partners Investment Advisory
New York
$32.5K +$29.2K +1,227 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
– -$238K -10,595 Closed
UBS Group
15
UBS Group
Switzerland
– -$5.01K -223 Closed

MFSG Hedge Fund Activity: Q2 2025 in Review

13 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in MFS Active Growth ETF (MFSG) for Q2 2025, worth a combined $63.5M — up 141% from $26.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MFSG positions and 2 closed out — a net gain of 5 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was McCarthy & Cox, adding an estimated $22.1M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $238K sold.

  • 13 institutional investors held MFS Active Growth ETF (MFSG) as of Q2 2025, up from 8 in Q1 2025.
  • Funds reported $63.5M of MFS Active Growth ETF stock for Q2 2025, up 141% quarter-over-quarter.
  • 7 funds opened new MFS Active Growth ETF positions in Q2 2025 and 2 closed out, a net change of +5 holders.
  • The largest MFS Active Growth ETF buyer in Q2 2025 was McCarthy & Cox, an estimated $22.1M added.
  • The largest MFS Active Growth ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $238K sold.

Based on aggregated 13F filings for Q2 2025.