MFSG

MFS Active Growth ETF
MFSG

Overview Fund Activity

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
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

1
MC
McCarthy & Cox
Ohio
$48M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.58M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.99M
4
AFG
Allegheny Financial Group
Pennsylvania
$1.95M
5
Jane Street
Jane Street
New York
$549K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
2
Bank of America
Bank of America
North Carolina
$52.9K
3
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
1
McCarthy & Cox
Ohio
$48M +$24.7M +930,136 +105%
PFG
2
Prosperity Financial Group
California
$3.59M +$35.8K +1,350 +1%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.58M +$2.58M +98,216 New
ASN
4
Advisory Services Network
Georgia
$2.04M +$325K +11,787 +19%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.99M +$148K +5,580 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.99M +$1.99M +74,874 New
AFG
7
Allegheny Financial Group
Pennsylvania
$1.95M +$1.95M +73,577 New
Jane Street
8
Jane Street
New York
$549K +$549K +20,700 New
AWM
9
Apollon Wealth Management
South Carolina
$534K +$534K +20,150 New
RF
10
Roxbury Financial
New Jersey
$142K +$14.4K +545 +11%
FFA
11
Farther Finance Advisors
California
$61K +$61K +2,300 New
Bank of America
12
Bank of America
North Carolina
$52.9K -$234K -8,837 -82%
SPIA
13
Steward Partners Investment Advisory
New York
$32.5K +$32.5K +1,227 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
– -$238K -10,595 Closed
UBS Group
15
UBS Group
Switzerland
– -$5.02K -223 Closed