MFSI Institutional Ownership
MFS Active Exchange Traded Funds Trust - MFS Active International ETF
1W: -1.6%
1M: -2.4%
YTD: -3.0%
$32.70
+0.28 (+0.85%)
Weekly Expected Move ±1.8%
$32
$32
$33
$33
$34
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — MFSI
85
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
890M
Total Invested
17
New Positions
38
Increased
23
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (89 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 6,792,821 | $222M | +2,226,515 | +48.8% | 5Q | SEC ↗ |
| 2 | LPL Financial LLC | 3,512,368 | $115M | -209,906 | -5.6% | 4Q | SEC ↗ |
| 3 | JONES FINANCIAL COMPANIES LLLP | 2,327,808 | $76M | +550,792 | +31.0% | 5Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 1,452,621 | $47M | +389,021 | +36.6% | 3Q | SEC ↗ |
| 5 | OLD SECOND NATIONAL BANK OF AURORA | 1,373,983 | $45M | -11,305 | -0.8% | 7Q | SEC ↗ |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | 1,187,275 | $39M | +137,732 | +13.1% | 5Q | SEC ↗ |
| 7 | Baron Wealth Management LLC | 993,624 | $32M | +19,178 | +2.0% | 6Q | SEC ↗ |
| 8 | Capital Analysts, LLC | 960,188 | $31M | +95,741 | +11.1% | 6Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 764,492 | $25M | +76,127 | +11.1% | 4Q | SEC ↗ |
| 10 | River Street Advisors LLC | 714,905 | $23M | +13,166 | +1.9% | 7Q | SEC ↗ |
| 11 | CMH Wealth Management LLC | 663,446 | $22M | +32,256 | +5.1% | 5Q | SEC ↗ |
| 12 | Spectrum Wealth Advisory Group, LLC | 592,436 | $19M | +212,801 | +56.1% | 3Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 577,119 | $19M | -258,438 | -30.9% | 6Q | SEC ↗ |
| 14 | Integrated Wealth Concepts LLC | 545,016 | $18M | +25,279 | +4.9% | 6Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 518,518 | $17M | +126,217 | +32.2% | 6Q | SEC ↗ |
| 16 | Soltis Investment Advisors LLC | 514,017 | $17M | +42,544 | +9.0% | 6Q | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 493,240 | $16M | +61,529 | +14.3% | 2Q | SEC ↗ |
| 18 | NewEdge Advisors, LLC | 378,058 | $12M | +51,183 | +15.7% | 4Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 371,486 | $12M | +93,849 | +33.8% | 6Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 304,141 | $10M | +47,893 | +18.7% | 4Q | SEC ↗ |
| 21 | MML INVESTORS SERVICES, LLC | 267,802 | $9M | +64,439 | +31.7% | 2Q | SEC ↗ |
| 22 | NATIXIS ADVISORS, LLC | 254,678 | $8M | +76,258 | +42.7% | 4Q | SEC ↗ |
| 23 | Jeter Robert S II | 249,803 | $8M | +2,446 | +1.0% | 2Q | SEC ↗ |
| 24 | Modern Wealth Management, LLC NEW | 201,157 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 25 | DAVENPORT & Co LLC | 198,898 | $7M | -22,415 | -10.1% | 6Q | SEC ↗ |
| 26 | Integrity Financial Corp /WA | 176,024 | $6M | +16,909 | +10.6% | 5Q | SEC ↗ |
| 27 | Annex Advisory Services, LLC | 115,988 | $4M | -471,790 | -80.3% | 6Q | SEC ↗ |
| 28 | Private Advisor Group, LLC | 111,110 | $4M | +41,245 | +59.0% | 4Q | SEC ↗ |
| 29 | JANE STREET GROUP, LLC | 96,103 | $3M | -92,045 | -48.9% | 6Q | SEC ↗ |
| 30 | Greykasell Wealth Strategies, Inc. | 85,859 | $3M | +9,092 | +11.8% | 5Q | SEC ↗ |
| 31 | VICTORY FINANCIAL GROUP, LLC | 84,990 | $3M | -815 | -0.9% | 3Q | SEC ↗ |
| 32 | Savvy Advisors, Inc. NEW | 82,503 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 33 | FLOW TRADERS U.S. LLC | 71,699 | $2M | +62,592 | +687.3% | 2Q | SEC ↗ |
| 34 | MARS JEWETT FINANCIAL GROUP, INC. | 67,591 | $2M | -13,336 | -16.5% | 3Q | SEC ↗ |
| 35 | Kingsview Wealth Management, LLC | 55,897 | $2M | +5,615 | +11.2% | 3Q | SEC ↗ |
| 36 | BENJAMIN EDWARDS INC | 47,310 | $2M | -11,857 | -20.0% | 6Q | SEC ↗ |
| 37 | IFG Advisory, LLC NEW | 46,196 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Janney Montgomery Scott LLC | 45,673 | $1M | +1,208 | +2.7% | 2Q | SEC ↗ |
| 39 | BOYUM WEALTH ARCHITECTS LLC | 33,342 | $1M | +4,363 | +15.1% | 5Q | SEC ↗ |
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,900 | $1M | -157,251 | -83.1% | 2Q | SEC ↗ |
| 41 | Steward Partners Investment Advisory, | 31,015 | $1M | -2,455 | -7.3% | 5Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC | 25,069 | $820K | -72,795 | -74.4% | 2Q | SEC ↗ |
| 43 | Apollon Wealth Management, LLC | 22,293 | $729K | +8,000 | +56.0% | 2Q | SEC ↗ |
| 44 | TRUIST FINANCIAL CORP | 21,791 | $712K | +445 | +2.1% | 4Q | SEC ↗ |
| 45 | OLD MISSION CAPITAL LLC NEW | 21,079 | $689K | — | +0.0% | 1Q | SEC ↗ |
| 46 | LEVEL FOUR ADVISORY SERVICES, LLC | 20,828 | $681K | -5,162 | -19.9% | 2Q | SEC ↗ |
| 47 | Belpointe Asset Management LLC | 19,044 | $623K | +206 | +1.1% | 2Q | SEC ↗ |
| 48 | Fortis Capital Advisors, LLC | 19,044 | $623K | +206 | +1.1% | 2Q | SEC ↗ |
| 49 | Flaharty Asset Management, LLC | 18,224 | $596K | -191,130 | -91.3% | 3Q | SEC ↗ |
| 50 | COFG Advisors, LLC NEW | 17,901 | $585K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 201,157 | $7M |
| Savvy Advisors, Inc. | 82,503 | $3M |
| IFG Advisory, LLC | 46,196 | $2M |
| OLD MISSION CAPITAL LLC | 21,079 | $689K |
| COFG Advisors, LLC | 17,901 | $585K |
| BROWN BROTHERS HARRIMAN & CO | 11,109 | $363K |
| Global Retirement Partners, LLC | 4,760 | $156K |
| Cullen/Frost Bankers, Inc. | 1,939 | $63K |
| WELLS FARGO & COMPANY/MN | 1,753 | $57K |
| Fourth Dimension Wealth, LLC | 1,288 | $42K |
| MORGAN STANLEY | 798 | $26K |
| MERCER GLOBAL ADVISORS INC /ADV | 783 | $26K |
| ASSETMARK, INC | 705 | $23K |
| PRIVATE TRUST CO NA | 117 | $4K |
| SHP Wealth Management | 100 | $3K |
| Ameritas Advisory Services, LLC | 98 | $3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 74 | $2K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 241,064 | $8M |
| Baer Investment Advisory LLC | 85,805 | $3M |
| Gladstone Institutional Advisory LL | 61,517 | $2M |
| Kestra Advisory Services, LLC | 41,439 | $1M |
| D.A. DAVIDSON & CO. | 22,811 | $746K |
| HRT FINANCIAL LP | 10,876 | $356K |
| GTS SECURITIES LLC | 7,257 | $237K |
| CWM, LLC | 2,427 | $79K |
| HARBOUR INVESTMENTS, INC. | 352 | $12K |
Biggest Increases (20)
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Annex Advisory Services, LLC | -471,790 | -80.3% | 115,988 |
| ROYAL BANK OF CANADA | -258,438 | -30.9% | 577,119 |
| LPL Financial LLC | -209,906 | -5.6% | 3,512,368 |
| Flaharty Asset Management, LLC | -191,130 | -91.3% | 18,224 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -157,251 | -83.1% | 31,900 |
| JANE STREET GROUP, LLC | -92,045 | -48.9% | 96,103 |
| CITADEL ADVISORS LLC | -72,795 | -74.4% | 25,069 |
| DAVENPORT & Co LLC | -22,415 | -10.1% | 198,898 |
| MARS JEWETT FINANCIAL GROUP, INC. | -13,336 | -16.5% | 67,591 |
| BENJAMIN EDWARDS INC | -11,857 | -20.0% | 47,310 |
| OLD SECOND NATIONAL BANK OF AURORA | -11,305 | -0.8% | 1,373,983 |
| SMITH, MOORE & CO. | -5,493 | -30.1% | 12,770 |
| LEVEL FOUR ADVISORY SERVICES, LLC | -5,162 | -19.9% | 20,828 |
| Steward Partners Investment Advisor | -2,455 | -7.3% | 31,015 |
| Sanctuary Advisors, LLC | -1,097 | -6.0% | 17,297 |
| VICTORY FINANCIAL GROUP, LLC | -815 | -0.9% | 84,990 |
| Gotham Asset Management, LLC | -743 | -7.4% | 9,325 |
| MONECO ADVISORS, LLC | -233 | -1.4% | 16,578 |