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MFSG

MFS Active Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2733 (+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: 21 (-1)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
18
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWS
1
Evergreen Wealth Solutions
Pennsylvania
$48.6M -$684K -25,055 -1%
LPL Financial
2
LPL Financial
California
$43.4M +$41.5M +1,519,766 +864%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$20.5M +$5.39M +197,429 +31%
AFG
4
Allegheny Financial Group
Pennsylvania
$16.7M +$6.26M +229,458 +54%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.47M +$1.45M +53,158 +27%
PFG
6
Prosperity Financial Group
California
$4.35M -$202K -7,397 -4%
CWM
7
Cornerstone Wealth Management
Missouri
$3.94M -$87.8K -3,218 -2%
FFA
8
Farther Finance Advisors
California
$3.64M +$470K +17,221 +14%
ASN
9
Advisory Services Network
Georgia
$2.21M +$146K +5,354 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.15M +$103K +3,777 +5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.07M +$1.3M +47,736 +144%
DADC
12
D.A. Davidson & Co
Montana
$1.74M +$1.62M +59,230 +661%
AWM
13
Apollon Wealth Management
South Carolina
$1.45M +$24.1K +884 +2%
CWGL
14
Cedrus Wealth Group LLC
Minnesota
$1.34M -$157K -5,764 -10%
IWM
15
IHT Wealth Management
Illinois
$1.21M +$49.1K +1,798 +4%
Goldman Sachs
16
Goldman Sachs
New York
$1.17M +$1.25M +45,787 New
KWM
17
Kingsview Wealth Management
Oregon
$1.16M +$1.23M +45,176 New
Jane Street
18
Jane Street
New York
$1M +$800K +29,339 +298%
PAG
19
Private Advisor Group
New Jersey
$953K +$746K +27,344 +276%
GS
20
GWN Securities
Florida
$854K +$911K +33,380 New
Raymond James Financial
21
Raymond James Financial
Florida
$579K +$3.71K +136 +0.6%
DBFM
22
Dickmeyer Boyce Financial Management
Indiana
$428K +$456K +16,711 New
Stifel Financial
23
Stifel Financial
Missouri
$273K +$291K +10,671 New
RIS
24
Richmond Investment Services
Wisconsin
$269K +$287K +10,505 New
Bank of America
25
Bank of America
North Carolina
$269K +$43.5K +1,593 +18%

MFSG Hedge Fund Activity: Q1 2026 in Review

33 of the 8,128 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.