MFSG Hedge Fund Ownership (Q1 2026)

Mfs Active Exchange Traded F (MFSG)

33 + Investors. Track Smart Money conviction in MFSG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MFSG

Based on 33 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q

For 5 consecutive quarters, more hedge funds added MFSG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

33 hedge funds hold MFSG right now — the highest count in 1.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +312% more funds vs a year ago

fund count last 6Q

+25 new funds entered over the past year (+312% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 79% buying

27 buying7 selling

Last quarter: 27 funds were net buyers (9 opened a brand new position + 18 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 10 → 9 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 64% entered in last year

■ 0% conviction (2yr+) ■ 36% medium ■ 64% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares +54%, value +38%

Value

+38%

+53%

Last quarter: funds added +54% more shares while total portfolio value only changed +38%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~9 new funds/quarter

6 → 7 → 10 → 9 → 9 new funds/Q

New funds entering each quarter: 7 → 10 → 9 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 94% of holders entered in last year

■ 0% veterans ■ 6% 1-2yr ■ 94% new

Of 33 current holders: 31 (94%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

7 of 33 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in MFSG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.6

out of 10

Moderate Exit Risk

Exit risk score 6.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	33	26	26.92%
13F Shares	7M	4M	53.67%
Total Value	$167M	$121M	38.22%
New Positions	9	9	-
Increased Positions	18	13	+5
Closed Positions	2	4	-2
Reduced Positions	5	2	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

26.92%

13F Shares

53.67%

Total Value

$167M

$121M

38.22%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

33 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MFSG. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MFSG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Allegheny Financial Group	2.72%	845,444	$25.6M
2	Kintra Wealth, LLC	1.66%	1,030,171	$31.8M
3	Prosperity Financial Group, Inc.	1.62%	172,207	$5.2M
4	Private Advisor Group, LLC	0.31%	2,207,692	$66.8M
5	Dickmeyer Boyce Financial Management, Inc.	0.24%	15,400	$466K
6	Cornerstone Wealth Management, LLC	0.17%	133,281	$4.0M
7	Gwn Securities INC.	0.15%	29,476	$892K
8	Roxbury Financial LLC	0.12%	4,993	$151K
9	BlueChip Wealth Advisors LLC	0.11%	10,000	$303K
10	Advisory Services Network, LLC	0.03%	92,308	$2.8M
11	Pinnacle Wealth Planning Services, Inc.	0.02%	8,500	$257K
12	IHT Wealth Management, LLC	0.02%	35,395	$1.1M
13	Apollon Wealth Management, LLC	0.02%	56,959	$1.7M
14	Summit Wealth Group LLC / Co	0.02%	6,676	$202K
15	Jones Financial Companies Lllp	0.01%	1,077,532	$31.5M
16	LPL Financial LLC	0.01%	1,755,961	$53.1M
17	IFG Advisory, LLC	0.01%	5,166	$156K
18	Commonwealth Equity Services, LLC	0.00%	127,950	$3.9M
19	Global Retirement Partners, LLC	0.00%	9,885	$299K
20	Cetera Investment Advisers	0.00%	117,426	$3.6M
21	Private Trust Co NA	0.00%	650	$20K
22	Raymond James Financial Inc	0.00%	163,017	$4.9M
23	Royal Bank of Canada	0.00%	269,100	$8.1M
24	Stifel Financial Corp	0.00%	15,556	$471K
25	Tidemark, LLC	0.00%	54	$2K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Mfs Active Exchange Traded F (MFSG)

What does the Smart Money Trend signal show for MFSG?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added MFSG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MFSG?

More buyers than sellers — 79% buying: Last quarter: 27 funds were net buyers (9 opened a brand new position + 18 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MFSG holders?

Elite ownership — 44% AUM from top-100 funds: 7 of 33 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in MFSG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MFSG?

Mostly new holders — 64% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Mfs Active Exchange Traded F (MFSG)

Smart Money Signals — MFSG

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +312% more funds vs a year ago

More buyers than sellers — 79% buying

Steady new buyers — ~9 new funds per quarter

Mostly new holders — 64% entered in last year

Buying through price weakness — shares +54%, value +38%

Steady discovery — ~9 new funds/quarter

Early stage — 94% of holders entered in last year

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — MFSG

Hedge Fund Ownership: MFSG

Market Analysis: MFSG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MFSG

Hedge Fund Positioning: MFSG

Statistics: MFSG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Mfs Active Exchange Traded F (MFSG)

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