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MFSV

MFS Active Value ETF
MFSV

30 hedge funds and large institutions have $157M invested in MFS Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 1

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

206% more capital invested

Capital invested by funds: $51.3M → $157M (+$106M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

58% more funds holding

Funds holding: 19 → 30 (+11)

23.81% more ownership

Funds ownership: 53.07% → 76.88% (+24%)

Holders
30
Holders Change
+11
Holders Change %
+57.89%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
13
Increased
13
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$25.3M
2
PAG
Private Advisor Group
New Jersey
+$20.6M
3
SWM
SFG Wealth Management
Maryland
+$17.2M
4
PRRFG
Paul R. Ried Financial Group
Washington
+$10.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.74M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$23.1K
2
AAS
Ameritas Advisory Services
Nebraska
-$6.8K
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$26
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$34.3M +$25.3M +969,181 +301%
PAG
2
Private Advisor Group
New Jersey
$20.9M +$20.6M +788,829 New
AWA
3
Arkadios Wealth Advisors
Georgia
$18.7M +$4.06M +155,537 +28%
SWM
4
SFG Wealth Management
Maryland
$17.5M +$17.2M +659,563 New
PRRFG
5
Paul R. Ried Financial Group
Washington
$15.8M +$10.3M +394,269 +195%
GFG
6
Greenbush Financial Group
New York
$10.2M +$1.83M +70,196 +22%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$10M +$7.74M +296,750 +367%
AWM
8
Apollon Wealth Management
South Carolina
$6.32M +$681K +26,099 +12%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.7M +$2.66M +101,841 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.68M +$1.14M +43,857 +77%
Bank of America
11
Bank of America
North Carolina
$2.42M +$2.38M +91,059 New
MJFG
12
Mars Jewett Financial Group
Washington
$2.3M +$2.14M +81,884 New
Stifel Financial
13
Stifel Financial
Missouri
$2.03M +$382K +14,644 +24%
ASN
14
Advisory Services Network
Georgia
$1.85M +$202K +7,747 +13%
PFG
15
Prosperity Financial Group
California
$1.53M +$1.5M +57,477 New
Jane Street
16
Jane Street
New York
$1.31M +$765K +29,306 +147%
IWM
17
IHT Wealth Management
Illinois
$1.28M +$1.26M +48,371 New
Citadel Advisors
18
Citadel Advisors
Florida
$1.13M +$1.11M +42,460 New
P
19
&Partners
Tennessee
$761K +$175K +6,717 +31%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$753K +$741K +28,381 New
SPIA
21
Steward Partners Investment Advisory
New York
$556K -$23.1K -885 -4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$537K +$229K +8,775 +77%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$418K +$411K +15,761 New
Brown Advisory
24
Brown Advisory
Maryland
$378K – – –
Raymond James Financial
25
Raymond James Financial
Florida
$226K +$222K +8,521 New
1
2

MFSV Hedge Fund Activity: Q4 2025 in Review

30 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in MFS Active Value ETF (MFSV) for Q4 2025, worth a combined $157M — up 206% from $51.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MFSV positions and 2 closed out — a net gain of 11 holders — while 13 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.3M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $23.1K.

  • 30 institutional investors held MFS Active Value ETF (MFSV) as of Q4 2025, up from 19 in Q3 2025.
  • Funds reported $157M of MFS Active Value ETF stock for Q4 2025, up 206% quarter-over-quarter.
  • 13 funds opened new MFS Active Value ETF positions in Q4 2025 and 2 closed out, a net change of +11 holders.
  • The largest MFS Active Value ETF buyer in Q4 2025 was LPL Financial, an estimated $25.3M added.
  • The largest MFS Active Value ETF seller in Q4 2025 was Steward Partners Investment Advisory, an estimated $23.1K sold.

Based on aggregated 13F filings for Q4 2025.