SFG Wealth Management LLC. Invests $17.51 Million in MFS Active Value ETF $MFSV

SFG Wealth Management LLC. purchased a new position in shares of MFS Active Value ETF (NYSEARCA:MFSV) in the fourth quarter, Holdings Channel.com reports. The fund purchased 659,563 shares of the company’s stock, valued at approximately $17,505,000. MFS Active Value ETF makes up about 6.9% of SFG Wealth Management LLC.’s portfolio, making the stock its 3rd biggest position. SFG Wealth Management LLC. owned about 0.07% of MFS Active Value ETF at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in MFSV. Sittner & Nelson LLC increased its holdings 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 buying an additional 2,000 shares during the last quarter. CWM LLC increased 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 worth $78,000 after buying an additional 2,419 shares during the last quarter. Flow Traders U.S. LLC acquired a new stake in shares of MFS Active Value ETF during the 2nd quarter worth approximately $329,000. Prosperity Financial Group Inc. acquired a new stake in shares of MFS Active Value ETF during the 4th quarter worth approximately $1,525,000. Finally, Advisory Services Network LLC increased 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 worth $1,577,000 after buying an additional 10,795 shares during the last quarter.

MFS Active Value ETF Price Performance

Shares of NYSEARCA MFSV opened at $27.70 on Thursday. The company has a 50 day simple moving average of $27.27 and a 200-day simple moving average of $26.91. The company has a market capitalization of $437.66 million, a P/E ratio of 19.36 and a beta of 0.44. MFS Active Value ETF has a 1 year low of $24.23 and a 1 year 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.