MFS Active Value ETF $MFSV is Paul R. Ried Financial Group LLC’s 2nd Largest Position

Paul R. Ried Financial Group LLC increased its position in shares of MFS Active Value ETF (NYSEARCA:MFSV) by 60.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 958,819 shares of the company’s stock after buying an additional 362,395 shares during the period. MFS Active Value ETF comprises about 11.9% of Paul R. Ried Financial Group LLC’s portfolio, making the stock its 2nd biggest position. Paul R. Ried Financial Group LLC owned 0.06% of MFS Active Value ETF worth $25,629,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in MFSV. LPL Financial LLC raised its holdings in MFS Active Value ETF by 301.3% in the fourth quarter. LPL Financial LLC now owns 1,290,811 shares of the company’s stock valued at $34,258,000 after acquiring an additional 969,181 shares in the last quarter. Private Advisor Group LLC increased its holdings in MFS Active Value ETF by 4.0% in the first quarter. Private Advisor Group LLC now owns 820,527 shares of the company’s stock valued at $21,933,000 after buying an additional 31,698 shares during the last quarter. Arkadios Wealth Advisors raised its holdings in MFS Active Value ETF by 28.4% during the fourth quarter. Arkadios Wealth Advisors now owns 703,811 shares of the company’s stock worth $18,679,000 after purchasing an additional 155,537 shares in the last quarter. SFG Wealth Management LLC. acquired a new stake in MFS Active Value ETF during the 4th quarter worth $17,505,000. Finally, Greenbush Financial Group LLC increased its position in shares of MFS Active Value ETF by 34.1% during the first quarter. Greenbush Financial Group LLC now owns 515,923 shares of the company’s stock worth $13,791,000 after purchasing an additional 131,086 shares in the last quarter.

MFS Active Value ETF Trading Down 0.4%

MFSV stock opened at $29.05 on Tuesday. MFS Active Value ETF has a twelve month low of $24.75 and a twelve month high of $29.41. The company has a market capitalization of $546.14 million, a P/E ratio of 19.36 and a beta of 0.35. The business has a 50 day simple moving average of $28.29 and a 200-day simple moving average of $27.69.

MFS Active Value ETF 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.