Greenbush Financial Group LLC Has $13.79 Million Stake in MFS Active Value ETF $MFSV

Greenbush Financial Group LLC boosted its stake in MFS Active Value ETF (NYSEARCA:MFSV) by 34.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 515,923 shares of the company’s stock after acquiring an additional 131,086 shares during the period. MFS Active Value ETF accounts for 4.6% of Greenbush Financial Group LLC’s portfolio, making the stock its 9th largest position. Greenbush Financial Group LLC’s holdings in MFS Active Value ETF were worth $13,791,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. Flow Traders U.S. LLC acquired a new position in MFS Active Value ETF during the 2nd quarter worth $329,000. Advisory Services Network LLC raised its stake in shares of MFS Active Value ETF by 20.7% in the 2nd quarter. Advisory Services Network LLC now owns 62,895 shares of the company’s stock valued at $1,577,000 after purchasing an additional 10,795 shares in the last quarter. Sittner & Nelson LLC raised its stake in shares of MFS Active Value ETF by 800.0% in the 3rd quarter. Sittner & Nelson LLC now owns 2,250 shares of the company’s stock valued at $59,000 after purchasing an additional 2,000 shares in the last quarter. Paul R. Ried Financial Group LLC raised its stake in shares of MFS Active Value ETF by 499.4% in the 3rd quarter. Paul R. Ried Financial Group LLC now owns 202,155 shares of the company’s stock valued at $5,285,000 after purchasing an additional 168,426 shares in the last quarter. Finally, Apollon Wealth Management LLC lifted its position in shares of 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 worth $6,319,000 after purchasing an additional 26,099 shares during the last quarter.

MFS Active Value ETF Stock Performance

NYSEARCA:MFSV opened at $28.47 on Tuesday. The company has a market capitalization of $449.83 million, a price-to-earnings ratio of 19.36 and a beta of 0.38. MFS Active Value ETF has a one year low of $24.74 and a one year high of $28.87. The stock has a 50-day simple moving average of $27.78 and a 200 day simple moving average of $27.36.

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.