MFSI Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Mfs Active Exchange Traded F (MFSI) following the 2026 Q2 hedge fund 13F filings?

As of today, MFSI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MFSI gained +4.2% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Mfs Active Exchange Traded F (MFSI)

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

Smart Money Signals — MFSI

Based on 68 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 MFSI 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

68 hedge funds hold MFSI 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 — +258% more funds vs a year ago

fund count last 6Q

+49 new funds entered over the past year (+258% 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 — 82% buying

59 buying13 selling

Last quarter: 59 funds were net buyers (22 opened a brand new position + 37 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new MFSI position: 12 → 13 → 15 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 62% entered in last year

■ 0% conviction (2yr+) ■ 38% medium ■ 62% 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.

📈

Growing discovery — still being found

16 → 12 → 13 → 15 → 22 new funds/Q

New funds entering each quarter: 12 → 13 → 15 → 22. A growing number of institutions are discovering MFSI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 96% of holders entered in last year

■ 0% veterans ■ 4% 1-2yr ■ 96% new

Of 68 current holders: 65 (96%) 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.

✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds

8 of 68 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.5

out of 10

Moderate Exit Risk

Exit risk score 6.5/10 — 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	68	53	28.3%
13F Shares	24M	18M	36.2%
Total Value	$692M	$546M	26.74%
New Positions	22	15	+7
Increased Positions	37	30	+7
Closed Positions	7	2	+5
Reduced Positions	6	6	-
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

28.3%

13F Shares

24M

18M

36.2%

Total Value

$692M

$546M

26.74%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

68 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MFSI. 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 MFSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Old Second National Bank of Aurora	8.41%	1,373,983	$44.6M
2	Baron Wealth Management LLC	8.37%	993,624	$32.3M
3	Jeter Robert S II	7.81%	249,803	$8.2M
4	River Street Advisors LLC	6.84%	714,905	$23.2M
5	Spectrum Wealth Advisory Group, LLC	5.48%	592,436	$19.2M
6	CMH Wealth Management LLC	3.29%	663,446	$21.5M
7	Integrity Financial Corp /WA	2.73%	176,024	$5.7M
8	Greykasell Wealth Strategies, Inc.	1.01%	85,859	$2.8M
9	Soltis Investment Advisors LLC	0.93%	514,017	$16.7M
10	Flaharty Asset Management, LLC	0.85%	18,224	$596K
11	Mars Jewett Financial Group, INC.	0.44%	67,591	$2.2M
12	Boyum Wealth Architects LLC	0.43%	33,342	$1.1M
13	Kestra Private Wealth Services, LLC	0.42%	1,187,275	$38.6M
14	Walleye Partners, LLC	0.30%	8,200	$266K
15	Victory Financial Group, LLC	0.29%	84,990	$2.8M
16	JM2 Capital Inc.	0.19%	8,709	$283K
17	Integrated Wealth Concepts LLC	0.12%	760,037	$24.7M
18	Lynx Investment Advisory	0.11%	10,770	$350K
19	COFG Advisors, LLC	0.10%	17,901	$581K
20	Modern Wealth Management, LLC	0.08%	201,157	$6.5M
21	Fortis Capital Advisors, LLC	0.07%	19,044	$619K
22	Annex Advisory Services, LLC	0.06%	115,988	$3.8M
23	Raymond James Financial Inc	0.06%	6,792,821	$220.6M
24	Savvy Advisors, Inc.	0.06%	82,503	$2.7M
25	IFG Advisory, LLC	0.05%	46,196	$1.5M

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 (MFSI)

What does the Smart Money Trend signal show for MFSI?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added MFSI 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 MFSI?

More buyers than sellers — 82% buying: Last quarter: 59 funds were net buyers (22 opened a brand new position + 37 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MFSI holders?

Strong quality — 35% AUM from major funds: 8 of 68 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MFSI?

Mostly new holders — 62% 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.

Is it too late to buy Mfs Active Exchange Traded F (MFSI) following the 2026 Q2 hedge fund 13F filings?

As of today, MFSI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MFSI has gained +4.2% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 (MFSI)

Smart Money Signals — MFSI

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +258% more funds vs a year ago

More buyers than sellers — 82% buying

More new buyers each quarter (+7 vs last Q)

Mostly new holders — 62% entered in last year

Growing discovery — still being found

Early stage — 96% of holders entered in last year

Strong quality — 35% AUM from major funds

Institutional Sentiment Summary — MFSI

Hedge Fund Ownership: MFSI

Market Analysis: MFSI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MFSI

Is It Too Late to Buy Mfs Active Exchange Traded F (MFSI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MFSI

Statistics: MFSI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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