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MFSM

MFS Active Intermediate Muni Bond ETF

8 hedge funds and large institutions have $4.48M invested in MFS Active Intermediate Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more capital invested

Capital invested by funds: $1.33M → $4.48M (+$3.15M)

167% more funds holding

Funds holding: 38 (+5)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

5.99% more ownership

Funds ownership: 3.03%9.03% (+6%)

Holders
8
Holders Change
+5
Holders Change %
+166.67%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1
FAS Wealth Partners
Kansas
$1.6M +$1.58M +64,298 New
Raymond James Financial
2
Raymond James Financial
Florida
$764K +$755K +30,764 New
Citadel Advisors
3
Citadel Advisors
Florida
$576K +$38.5K +1,568 +7%
LWMNY
4
Landmark Wealth Management (New York)
New York
$460K +$79.5K +3,240 +21%
Jane Street
5
Jane Street
New York
$426K -$11.7K -476 -3%
CFS
6
CRA Financial Services
New Jersey
$335K +$331K +13,500 New
MFGM
7
Marshall Financial Group (Maryland)
Maryland
$223K +$220K +8,985 New
SPIA
8
Steward Partners Investment Advisory
New York
$101K +$100K +4,081 New

MFSM Hedge Fund Activity: Q3 2025 in Review

8 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in MFS Active Intermediate Muni Bond ETF (MFSM) for Q3 2025, worth a combined $4.48M — up 236% from $1.33M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MFSM positions and 0 closed out — a net gain of 5 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was FAS Wealth Partners, opening a new position worth an estimated $1.58M. The largest seller was Jane Street, cutting an estimated $11.7K.

  • 8 institutional investors held MFS Active Intermediate Muni Bond ETF (MFSM) as of Q3 2025, up from 3 in Q2 2025.
  • Funds reported $4.48M of MFS Active Intermediate Muni Bond ETF stock for Q3 2025, up 236% quarter-over-quarter.
  • 5 funds opened new MFS Active Intermediate Muni Bond ETF positions in Q3 2025 and 0 closed out, a net change of +5 holders.
  • The largest MFS Active Intermediate Muni Bond ETF buyer in Q3 2025 was FAS Wealth Partners, an estimated $1.58M added.
  • The largest MFS Active Intermediate Muni Bond ETF seller in Q3 2025 was Jane Street, an estimated $11.7K sold.

Based on aggregated 13F filings for Q3 2025.