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MFSG

MFS Active Growth ETF

27 hedge funds and large institutions have $123M invested in MFS Active Growth ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more capital invested

Capital invested by funds: $90.3M → $123M (+$32.4M)

29% more funds holding

Funds holding: 2127 (+6)

10.44% more ownership

Funds ownership: 60.59%71.04% (+10%)

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
10
Increased
13
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWS
1
Evergreen Wealth Solutions
Pennsylvania
$54.5M +$54.4M +1,925,487 New
Jones Financial Companies
2
Jones Financial Companies
Missouri
$17.8M +$7.67M +271,406 +76%
AFG
3
Allegheny Financial Group
Pennsylvania
$12M +$8.25M +291,901 +221%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.65M +$3.37M +119,336 +148%
PFG
5
Prosperity Financial Group
California
$5.02M +$1.19M +42,154 +31%
LPL Financial
6
LPL Financial
California
$4.98M +$2.53M +89,644 +104%
CWM
7
Cornerstone Wealth Management
Missouri
$4.45M -$138K -4,868 -3%
FFA
8
Farther Finance Advisors
California
$3.49M +$3.42M +121,120 +5,266%
ASN
9
Advisory Services Network
Georgia
$2.3M +$234K +8,280 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.27M +$419K +14,823 +23%
CWGL
11
Cedrus Wealth Group LLC
Minnesota
$1.64M +$1.64M +58,088 New
AWM
12
Apollon Wealth Management
South Carolina
$1.58M
IWM
13
IHT Wealth Management
Illinois
$1.28M +$1.28M +45,296 New
IWP
14
IAG Wealth Partners
Wisconsin
$1.19M +$1.04M +36,750 +677%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$940K +$559K +19,779 +147%
MC
16
McCarthy & Cox
Ohio
$812K -$55.4M -1,961,110 -99%
Raymond James Financial
17
Raymond James Financial
Florida
$637K +$636K +22,496 New
Citadel Advisors
18
Citadel Advisors
Florida
$333K +$81.5K +2,883 +32%
PAG
19
Private Advisor Group
New Jersey
$281K +$280K +9,913 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$279K +$66.7K +2,360 +31%
Jane Street
21
Jane Street
New York
$278K +$278K +9,837 New
DADC
22
D.A. Davidson & Co
Montana
$254K +$253K +8,958 New
Bank of America
23
Bank of America
North Carolina
$252K +$252K +8,909 New
PWPS
24
Pinnacle Wealth Planning Services
Ohio
$201K +$201K +7,098 New
RF
25
Roxbury Financial
New Jersey
$152K +$28 +1 +0%

MFSG Hedge Fund Activity: Q4 2025 in Review

27 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in MFS Active Growth ETF (MFSG) for Q4 2025, worth a combined $123M — up 36% from $90.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MFSG positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 2 trimmed.

The largest buyer was Evergreen Wealth Solutions, opening a new position worth an estimated $54.4M. The largest seller was McCarthy & Cox, cutting an estimated $55.4M.

  • 27 institutional investors held MFS Active Growth ETF (MFSG) as of Q4 2025, up from 21 in Q3 2025.
  • Funds reported $123M of MFS Active Growth ETF stock for Q4 2025, up 36% quarter-over-quarter.
  • 10 funds opened new MFS Active Growth ETF positions in Q4 2025 and 4 closed out, a net change of +6 holders.
  • The largest MFS Active Growth ETF buyer in Q4 2025 was Evergreen Wealth Solutions, an estimated $54.4M added.
  • The largest MFS Active Growth ETF seller in Q4 2025 was McCarthy & Cox, an estimated $55.4M sold.

Based on aggregated 13F filings for Q4 2025.