MFS ETF Capital Markets
Jamie Harrison Head of ETF Capital Markets | Marcello Leo ETF Capital Market Analyst | Ainslie Denman ETF Capital Market Analyst |
Active ETFs by the NumbersThe first quarter of 2026 was a strong but evolving period for ETFs, marked by robust inflows, record trading activity, and growing adoption of active strategies. January’s broad-based momentum gave way in February to more deliberate reallocations, including style rotation, continued international equity demand, and steady fixed income interest, with active ETFs capturing a significant share of flows. By March, ETFs dominated market liquidity, but positioning turned more defensive amid macro uncertainty, with investors rotating toward higher-quality exposures like U.S. Treasuries and away from riskier segments—highlighting a shift from broad risk-on sentiment to more tactical, risk-aware portfolio positioning and reinforcing ETFs as essential tools for both long-term allocation and real-time portfolio management. |
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~29%
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~53%
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NEW LAUNCHES
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Source: Bloomberg
The views expressed are those of MFS, and are subject to change at any time. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any MFS investment product.
Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk, and will fluctuate in market value. Shares of ETFs are bought and sold at market price, not NAV, and are not individually redeemed from the fund. The market price at the time of sale may be higher or lower than the fund’s NAV, and any applicable brokerage commissions will reduce returns. There can be no guarantee that an active market for the funds will develop or be maintained. Actively Managed ETFs differ from traditional ETFs in that they do not seek to replicate or to track a specific index. As such, the ability of an Actively Managed ETF to achieve its objective will depend on the effectiveness of the fund’s Portfolio Manager. Please see the prospectus for further information on these and other risk considerations. Before investing, consider the funds’ investment objectives, risks, charges, and expenses. For a prospectus, or summary prospectus, containing this and other information, contact MFS or view online at mfs.com. Please read it carefully.