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MFS Active Intermediate Muni Bond ETF (MFSM) Institutional Ownership

$25.00 +0.01 (+0.04%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for MFS Active Intermediate Muni Bond ETF (NYSEARCA:MFSM)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$9.35M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$140.48K
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MFSM Institutional Buying and Selling by Quarter

MFS Active Intermediate Muni Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/28/2026 Ascentis Independent Advisors31,500$783K0.1%N/A0.900%
4/27/2026 Private Advisor Group LLC14,945$371K0.0%N/A0.427%
4/20/2026 Kestra Private Wealth Services LLC62,387$1.55M0.0%N/A1.891%
2/12/2026 Laurel Oak Wealth Management LLC51,936$1.30M0.2%N/A2.473%
2/12/2026 Commonwealth Equity Services LLC14,008$351K0.0%N/A0.667%
2/6/2026 Platt Wealth Management LLC36,875$923K0.9%N/A1.756%
1/9/2026 Marshall Financial Group LLC14,195$355K0.1%+58.0%0.676%
11/17/2025Citadel Advisors LLC23,200$576K0.0%+7.2%1.160%
11/14/2025Raymond James Financial Inc.30,764$764K0.0%N/A1.538%
10/29/2025FAS Wealth Partners Inc.64,298$1.60M0.1%N/A3.215%
10/23/2025 Landmark Wealth Management LLC18,533$460K0.2%+21.2%0.927%
10/16/2025 CRA Financial Services LLC13,500$335K0.0%N/A0.675%
10/8/2025 Marshall Financial Group LLC8,985$223K0.0%N/A0.449%
8/14/2025Jane Street Group LLC17,651$431K0.0%-3.9%0.929%
7/25/2025 Landmark Wealth Management LLC15,293$374K0.2%N/A0.805%
6/27/2025Goldman Sachs Group Inc.10,674$263K0.0%N/A0.617%
5/19/2025Jane Street Group LLC18,365$452K0.0%-21.4%1.062%
5/16/2025Goldman Sachs Group Inc.10,674$263K0.0%N/A0.617%
2/17/2025Citadel Advisors LLC9,343$230K0.0%N/A0.000%


MFSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MFSM shares?

During the previous two years, 14 institutional investors and hedge funds held shares of MFS Active Intermediate Muni Bond ETF. The most heavily invested institutionals were FAS Wealth Partners Inc. ($1.60M), Kestra Private Wealth Services LLC ($1.55M), Laurel Oak Wealth Management LLC ($1.30M), Platt Wealth Management LLC ($923K), Ascentis Independent Advisors ($783K), Raymond James Financial Inc. ($764K), and Citadel Advisors LLC ($576K).Learn more on MFS Active Intermediate Muni Bond ETF's institutional investors.

Which institutional investors have been buying MFS Active Intermediate Muni Bond ETF's stock?

Of the 13 institutional investors that purchased MFS Active Intermediate Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FAS Wealth Partners Inc. ($64.30K), Kestra Private Wealth Services LLC ($62.39K), Laurel Oak Wealth Management LLC ($51.94K), Platt Wealth Management LLC ($36.88K), Ascentis Independent Advisors ($31.50K), Raymond James Financial Inc. ($30.76K), and Goldman Sachs Group Inc. ($21.35K).

How much institutional buying is happening at MFS Active Intermediate Muni Bond ETF?

Institutional investors have bought a total of 375,857 shares in the last 24 months. This purchase volume represents approximately $9.35M in transactions.

Which of MFS Active Intermediate Muni Bond ETF's major shareholders have been selling company stock?

The following institutional investors have sold MFS Active Intermediate Muni Bond ETF stock in the last 24 months: Jane Street Group LLC ($5.71K).

How much institutional selling is happening at MFS Active Intermediate Muni Bond ETF?

Institutional investors have sold a total of 5,709 shares in the last 24 months. This volume of shares sold represents approximately $140.48K in transactions.


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This page (NYSEARCA:MFSM) was last updated on 5/5/2026 by MarketBeat.com Staff.
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