MFS Active Value ETF $MFSV Shares Acquired by SFG Wealth Management LLC.

SFG Wealth Management LLC. lifted its position in shares of MFS Active Value ETF (NYSE:MFSV) by 12.0% during the 3rd quarter, HoldingsChannel reports. The fund owned 1,230,965 shares of the company’s stock after purchasing an additional 131,441 shares during the period. MFS Active Value ETF accounts for 12.3% of SFG Wealth Management LLC.’s portfolio, making the stock its 2nd biggest position. SFG Wealth Management LLC. owned 0.06% of MFS Active Value ETF worth $34,590,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently modified their holdings of the business. Paul R. Ried Financial Group LLC grew its position in shares of MFS Active Value ETF by 18.8% during the 2nd quarter. Paul R. Ried Financial Group LLC now owns 1,138,859 shares of the company’s stock valued at $32,537,000 after acquiring an additional 180,040 shares during the period. KWB Wealth acquired a new position in MFS Active Value ETF in the 3rd quarter worth about $25,851,000. Arkadios Wealth Advisors raised its holdings in MFS Active Value ETF by 21.6% in the 1st quarter. Arkadios Wealth Advisors now owns 855,977 shares of the company’s stock worth $22,880,000 after purchasing an additional 152,166 shares during the period. Private Advisor Group LLC raised its holdings in MFS Active Value ETF by 4.0% in the 1st quarter. Private Advisor Group LLC now owns 820,527 shares of the company’s stock worth $21,933,000 after purchasing an additional 31,698 shares during the period. Finally, Bank of America Corp DE raised its holdings in MFS Active Value ETF by 492.1% in the 1st quarter. Bank of America Corp DE now owns 539,156 shares of the company’s stock worth $14,412,000 after purchasing an additional 448,097 shares during the period.

MFS Active Value ETF Trading Down 0.0%

Shares of MFSV stock opened at $29.50 on Monday. The company has a market capitalization of $640.26 million, a P/E ratio of 19.36 and a beta of 0.36. The business’s 50 day moving average is $29.10 and its two-hundred day moving average is $28.64. MFS Active Value ETF has a 12-month low of $25.32 and a 12-month high of $30.15.

About MFS Active Value ETF

The MFS Active Value ETF (MFSV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed portfolio of US and non-US value stocks of any market capitalization. The fund utilizes a bottom-up fundamental approach to select investments. MFSV was launched on Dec 5, 2024 and is issued by MFS.