SFG Wealth Management LLC. Purchases Shares of 659,563 MFS Active Value ETF $MFSV

SFG Wealth Management LLC. bought a new position in shares of MFS Active Value ETF (NYSEARCA:MFSV) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 659,563 shares of the company’s stock, valued at approximately $17,505,000. MFS Active Value ETF makes up approximately 6.9% of SFG Wealth Management LLC.’s portfolio, making the stock its 3rd biggest position. SFG Wealth Management LLC. owned 7.41% of MFS Active Value ETF as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Sittner & Nelson LLC boosted its stake in shares of MFS Active Value ETF by 800.0% during the 3rd quarter. Sittner & Nelson LLC now owns 2,250 shares of the company’s stock worth $59,000 after acquiring an additional 2,000 shares in the last quarter. CWM LLC boosted its stake in shares of MFS Active Value ETF by 430.4% during the 3rd quarter. CWM LLC now owns 2,981 shares of the company’s stock worth $78,000 after acquiring an additional 2,419 shares in the last quarter. Flow Traders U.S. LLC purchased a new stake in shares of MFS Active Value ETF during the 2nd quarter worth about $329,000. Prosperity Financial Group Inc. purchased a new stake in shares of MFS Active Value ETF during the 4th quarter worth about $1,525,000. Finally, Advisory Services Network LLC boosted its stake in shares of MFS Active Value ETF by 20.7% during the 2nd quarter. Advisory Services Network LLC now owns 62,895 shares of the company’s stock worth $1,577,000 after acquiring an additional 10,795 shares in the last quarter.

MFS Active Value ETF Stock Up 0.3%

MFSV stock opened at $27.70 on Thursday. The company’s 50-day simple moving average is $27.27 and its 200-day simple moving average is $26.91. MFS Active Value ETF has a 52-week low of $24.23 and a 52-week high of $28.25. The firm has a market cap of $437.66 million, a P/E ratio of 19.36 and a beta of 0.44.

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.