MFS Active Value ETF $MFSV Stock: SFG Wealth Management LLC. Raises Position

SFG Wealth Management LLC. increased its stake in shares of MFS Active Value ETF (NYSE:MFSV) by 12.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,230,965 shares of the company’s stock after acquiring an additional 131,441 shares during the period. MFS Active Value ETF comprises 12.3% of SFG Wealth Management LLC.’s holdings, making the stock its 2nd largest position. SFG Wealth Management LLC. owned approximately 5.70% of MFS Active Value ETF worth $34,590,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the stock. Integrated Wealth Concepts LLC acquired a new position in MFS Active Value ETF in the second quarter valued at approximately $72,000. Royal Bank of Canada boosted its position in MFS Active Value ETF by 125.1% in the 1st quarter. Royal Bank of Canada now owns 3,743 shares of the company’s stock worth $100,000 after purchasing an additional 2,080 shares in the last quarter. Richmond Investment Services LLC purchased a new stake in MFS Active Value ETF in the 1st quarter worth approximately $393,000. Legacy Financial Advisors Inc. acquired a new stake in shares of MFS Active Value ETF during the 2nd quarter worth approximately $895,000. Finally, BlueChip Wealth Advisors LLC acquired a new stake in shares of MFS Active Value ETF during the 1st quarter worth approximately $1,023,000.

MFS Active Value ETF Price Performance

Shares of NYSE MFSV opened at $29.50 on Monday. The stock has a market capitalization of $640.26 million, a price-to-earnings ratio of 19.36 and a beta of 0.36. The firm’s 50 day simple moving average is $29.10 and its 200-day simple moving average is $28.64. MFS Active Value ETF has a 12 month low of $25.32 and a 12 month high of $30.15.

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.