MFS Active Value ETF
MFSV
45 hedge funds and large institutions have $434M invested in MFS Active Value ETF in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 4 closing their positions.
317% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 6
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
31% more capital invested
Capital invested by funds: $330M → $434M (+$103M)
10% more funds holding
Funds holding: 41 → 45 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.66% less ownership
Funds ownership: 87.13% → 83.47% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$31.4M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$16.8M |
| 3 |
PW
Potentia Wealth
San Jose,
California
|
+$7.43M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$6.85M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFG
Greenbush Financial Group
Albany,
New York
|
-$13.8M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$6.44M |
| 3 |
RIS
Richmond Investment Services
Mequon,
Wisconsin
|
-$393K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$357K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$223K |
MFSV Hedge Fund Activity: Q2 2026 in Review
45 of the 8,325 institutional investors tracked by Wall St. Rank reported a position in MFS Active Value ETF (MFSV) for Q2 2026, worth a combined $434M — up 31% from $330M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MFSV positions and 4 closed out — a net gain of 5 holders — while 25 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $31.4M. The largest seller was Greenbush Financial Group, exiting entirely with an estimated $13.8M sold.
- 45 institutional investors held MFS Active Value ETF (MFSV) as of Q2 2026, up from 41 in Q1 2026.
- Funds reported $434M of MFS Active Value ETF stock for Q2 2026, up 31% quarter-over-quarter.
- 9 funds opened new MFS Active Value ETF positions in Q2 2026 and 4 closed out, a net change of +5 holders.
- The largest MFS Active Value ETF buyer in Q2 2026 was LPL Financial, an estimated $31.4M added.
- The largest MFS Active Value ETF seller in Q2 2026 was Greenbush Financial Group, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2026.