MFSM

MFS Active Intermediate Muni Bond ETF
MFSM

12 hedge funds and large institutions have $7.16M invested in MFS Active Intermediate Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

4.59% more ownership

Funds ownership: 9.03% → 13.62% (+4.6%)

Holders
12
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$351K
2
+$208K
3
+$151K
4
MFGM
Marshall Financial Group (Maryland)
Maryland
+$130K
5
Citadel Advisors
Citadel Advisors
Florida
+$22.6K

Top Sellers

1
-$426K
2
-$25.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1
FAS Wealth Partners
Kansas
$1.61M
LOWM
2
Laurel Oak Wealth Management
New Jersey
$1.3M
PWM
3
Platt Wealth Management
California
$923K
Raymond James Financial
4
Raymond James Financial
Florida
$745K
Citadel Advisors
5
Citadel Advisors
Florida
$604K
LWMNY
6
Landmark Wealth Management (New York)
New York
$469K
MFGM
7
Marshall Financial Group (Maryland)
Maryland
$355K
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$351K
CFS
9
CRA Financial Services
New Jersey
$338K
Jones Financial Companies
10
Jones Financial Companies
Missouri
$208K
Bank of America
11
Bank of America
North Carolina
$151K
SPIA
12
Steward Partners Investment Advisory
New York
$102K
Jane Street
13
Jane Street
New York
–