MFS Active Value ETF $MFSV is Paul R. Ried Financial Group LLC’s 6th Largest Position

Paul R. Ried Financial Group LLC increased its holdings in shares of MFS Active Value ETF (NYSEARCA:MFSV) by 195.0% in the fourth quarter, Holdings Channel reports. The firm owned 596,424 shares of the company’s stock after acquiring an additional 394,269 shares during the period. MFS Active Value ETF makes up 7.5% of Paul R. Ried Financial Group LLC’s portfolio, making the stock its 6th biggest position. Paul R. Ried Financial Group LLC owned 0.07% of MFS Active Value ETF worth $15,829,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Sittner & Nelson LLC boosted its position in 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 purchasing an additional 2,000 shares during the period. CWM LLC raised its holdings 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 valued at $78,000 after buying an additional 2,419 shares during the period. Flow Traders U.S. LLC purchased a new stake in shares of MFS Active Value ETF during the 2nd quarter valued at about $329,000. Prosperity Financial Group Inc. purchased a new stake in shares of MFS Active Value ETF during the 4th quarter valued at about $1,525,000. Finally, Advisory Services Network LLC raised its holdings 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 valued at $1,577,000 after buying an additional 10,795 shares during the period.

MFS Active Value ETF Trading Up 1.0%

Shares of MFSV stock opened at $27.58 on Tuesday. The company has a market capitalization of $435.76 million, a PE ratio of 19.36 and a beta of 0.44. The firm has a fifty day simple moving average of $27.20 and a 200-day simple moving average of $26.98. MFS Active Value ETF has a twelve month low of $24.30 and a twelve month high of $28.25.

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.