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MFSV

MFS Active Value ETF
MFSV

41 hedge funds and large institutions have $330M invested in MFS Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

320% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 5

110% more capital invested

Capital invested by funds: $157M → $330M (+$173M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

37% more funds holding

Funds holding: 30 → 41 (+11)

10.25% more ownership

Funds ownership: 76.88% → 87.13% (+10%)

Holders
41
Holders Change
+11
Holders Change %
+36.67%
% of All Funds
0.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
21
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$89.6M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$12.9M
3
Bank of America
Bank of America
North Carolina
+$12.3M
4
PRRFG
Paul R. Ried Financial Group
Washington
+$9.91M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.57M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
2
Stifel Financial
Stifel Financial
Missouri
-$586K
3
Jane Street
Jane Street
New York
-$363K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$167K
5
IWM
IHT Wealth Management
Illinois
-$47.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$122M +$89.6M +3,277,847 +254%
PRRFG
2
Paul R. Ried Financial Group
Washington
$25.6M +$9.91M +362,395 +61%
SWM
3
SFG Wealth Management
Maryland
$25M +$7.49M +274,035 +42%
AWA
4
Arkadios Wealth Advisors
Georgia
$22.9M +$4.16M +152,166 +22%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$22.3M +$12.9M +471,173 +125%
PAG
6
Private Advisor Group
New Jersey
$21.9M +$867K +31,698 +4%
Bank of America
7
Bank of America
North Carolina
$14.4M +$12.3M +448,097 +492%
GFG
8
Greenbush Financial Group
New York
$13.8M +$3.59M +131,086 +34%
P
9
&Partners
Tennessee
$9.1M +$8.52M +311,656 +1,087%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.91M +$8.57M +313,290 +1,550%
AWM
11
Apollon Wealth Management
South Carolina
$8.49M +$2.18M +79,629 +33%
Raymond James Financial
12
Raymond James Financial
Florida
$7.68M +$7.63M +278,850 +3,273%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.42M +$1.75M +64,165 +63%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.42M +$712K +26,050 +26%
KFAS
15
Keating Financial Advisory Services
Kansas
$2.55M +$2.61M +95,293 New
MJFG
16
Mars Jewett Financial Group
Washington
$2.23M +$46.2K +1,690 +2%
ASN
17
Advisory Services Network
Georgia
$2.04M +$185K +6,779 +10%
EH
18
Equitable Holdings
New York
$1.6M +$1.64M +59,956 New
PFG
19
Prosperity Financial Group
California
$1.54M +$3.56K +130 +0.2%
Stifel Financial
20
Stifel Financial
Missouri
$1.47M -$586K -21,415 -28%
IWM
21
IHT Wealth Management
Illinois
$1.25M -$47.1K -1,724 -4%
KWM
22
Kingsview Wealth Management
Oregon
$1.18M +$1.21M +44,324 New
BWA
23
BlueChip Wealth Advisors
Georgia
$1.02M +$1.05M +38,287 New
Jane Street
24
Jane Street
New York
$962K -$363K -13,261 -27%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$595K -$167K -6,117 -22%
1
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MFSV Hedge Fund Activity: Q1 2026 in Review

41 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in MFS Active Value ETF (MFSV) for Q1 2026, worth a combined $330M — up 110% from $157M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MFSV positions and 1 closed out — a net gain of 11 holders — while 21 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $89.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.13M sold.

  • 41 institutional investors held MFS Active Value ETF (MFSV) as of Q1 2026, up from 30 in Q4 2025.
  • Funds reported $330M of MFS Active Value ETF stock for Q1 2026, up 110% quarter-over-quarter.
  • 12 funds opened new MFS Active Value ETF positions in Q1 2026 and 1 closed out, a net change of +11 holders.
  • The largest MFS Active Value ETF buyer in Q1 2026 was LPL Financial, an estimated $89.6M added.
  • The largest MFS Active Value ETF seller in Q1 2026 was Citadel Advisors, an estimated $1.13M sold.

Based on aggregated 13F filings for Q1 2026.