MFS Active Value ETF $MFSV Stock Holdings Boosted by Paul R. Ried Financial Group LLC

Paul R. Ried Financial Group LLC boosted its stake in shares of MFS Active Value ETF (NYSEARCA:MFSV) by 195.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 596,424 shares of the company’s stock after purchasing an additional 394,269 shares during the period. MFS Active Value ETF makes up approximately 7.5% of Paul R. Ried Financial Group LLC’s portfolio, making the stock its 6th biggest holding. Paul R. Ried Financial Group LLC owned approximately 6.63% of MFS Active Value ETF worth $15,829,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Sittner & Nelson LLC grew its position in MFS Active Value ETF by 800.0% during the third quarter. Sittner & Nelson LLC now owns 2,250 shares of the company’s stock valued at $59,000 after acquiring an additional 2,000 shares during the period. CWM LLC grew its position in MFS Active Value ETF by 430.4% during the third quarter. CWM LLC now owns 2,981 shares of the company’s stock valued at $78,000 after acquiring an additional 2,419 shares during the period. Advisory Services Network LLC grew its position in MFS Active Value ETF by 20.7% during the second quarter. Advisory Services Network LLC now owns 62,895 shares of the company’s stock valued at $1,577,000 after acquiring an additional 10,795 shares during the period. Flow Traders U.S. LLC purchased a new stake in MFS Active Value ETF during the second quarter valued at about $329,000. Finally, Apollon Wealth Management LLC grew its position in MFS Active Value ETF by 12.3% during the fourth quarter. Apollon Wealth Management LLC now owns 238,089 shares of the company’s stock valued at $6,319,000 after acquiring an additional 26,099 shares during the period.

MFS Active Value ETF Trading Up 1.0%

MFSV stock opened at $27.58 on Tuesday. MFS Active Value ETF has a 12-month low of $24.30 and a 12-month high of $28.25. The stock has a 50-day moving average price of $27.20 and a two-hundred day moving average price of $26.98. The company has a market cap of $435.76 million, a PE ratio of 19.36 and a beta of 0.44.

MFS Active Value ETF Company Profile

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.