We are live on ! Find out more
MFSM

MFS Active Intermediate Muni Bond ETF
MFSM

16 hedge funds and large institutions have $33.9M invested in MFS Active Intermediate Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

374% more capital invested

Capital invested by funds: $7.16M → $33.9M (+$26.8M)

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

33% more funds holding

Funds holding: 12 → 16 (+4)

29.03% more ownership

Funds ownership: 13.62% → 42.64% (+29%)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$21.2M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.73M
3
KPWS
Kestra Private Wealth Services
Texas
+$1.57M
4
GSEP
Golden State Equity Partners
California
+$794K
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$792K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$604K
2
Bank of America
Bank of America
North Carolina
-$151K
3
CFS
CRA Financial Services
New Jersey
-$25.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$20.9M +$21.2M +841,488 New
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.91M +$1.73M +68,810 +827%
FWP
3
FAS Wealth Partners
Kansas
$1.68M +$82.2K +3,261 +5%
KPWS
4
Kestra Private Wealth Services
Texas
$1.55M +$1.57M +62,387 New
LOWM
5
Laurel Oak Wealth Management
New Jersey
$1.29M – – –
Raymond James Financial
6
Raymond James Financial
Florida
$1.09M +$355K +14,092 +47%
PWM
7
Platt Wealth Management
California
$916K – – –
GSEP
8
Golden State Equity Partners
California
$783K +$794K +31,500 New
Natixis Advisors
9
Natixis Advisors
Massachusetts
$781K +$792K +31,432 New
Jane Street
10
Jane Street
New York
$763K +$773K +30,689 New
LWMNY
11
Landmark Wealth Management (New York)
New York
$682K +$219K +8,700 +46%
MFGM
12
Marshall Financial Group (Maryland)
Maryland
$382K +$29.9K +1,188 +8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$381K +$33.1K +1,313 +9%
PAG
14
Private Advisor Group
New Jersey
$371K +$377K +14,945 New
CFS
15
CRA Financial Services
New Jersey
$311K -$25.2K -1,000 -7%
SPIA
16
Steward Partners Investment Advisory
New York
$101K – – –
Citadel Advisors
17
Citadel Advisors
Florida
– -$604K -24,103 Closed
Bank of America
18
Bank of America
North Carolina
– -$151K -6,039 Closed

MFSM Hedge Fund Activity: Q1 2026 in Review

16 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in MFS Active Intermediate Muni Bond ETF (MFSM) for Q1 2026, worth a combined $33.9M — up 374% from $7.16M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MFSM positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $21.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $604K sold.

  • 16 institutional investors held MFS Active Intermediate Muni Bond ETF (MFSM) as of Q1 2026, up from 12 in Q4 2025.
  • Funds reported $33.9M of MFS Active Intermediate Muni Bond ETF stock for Q1 2026, up 374% quarter-over-quarter.
  • 6 funds opened new MFS Active Intermediate Muni Bond ETF positions in Q1 2026 and 2 closed out, a net change of +4 holders.
  • The largest MFS Active Intermediate Muni Bond ETF buyer in Q1 2026 was LPL Financial, an estimated $21.2M added.
  • The largest MFS Active Intermediate Muni Bond ETF seller in Q1 2026 was Citadel Advisors, an estimated $604K sold.

Based on aggregated 13F filings for Q1 2026.