Apollon Wealth Management LLC Increases Position in MFS Active Growth ETF $MFSG

Apollon Wealth Management LLC increased its stake in shares of MFS Active Growth ETF (NYSEARCA:MFSG) by 176.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 55,656 shares of the company’s stock after purchasing an additional 35,506 shares during the quarter. Apollon Wealth Management LLC’s holdings in MFS Active Growth ETF were worth $1,567,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. McCarthy & Cox grew its stake in MFS Active Growth ETF by 9.8% in the third quarter. McCarthy & Cox now owns 1,989,784 shares of the company’s stock valued at $56,012,000 after purchasing an additional 177,818 shares during the last quarter. Farther Finance Advisors LLC purchased a new stake in shares of MFS Active Growth ETF during the second quarter valued at about $61,000. Prosperity Financial Group Inc. boosted its holdings in shares of MFS Active Growth ETF by 1.0% in the 2nd quarter. Prosperity Financial Group Inc. now owns 135,344 shares of the company’s stock valued at $3,588,000 after buying an additional 1,350 shares in the last quarter. Roxbury Financial LLC grew its position in shares of MFS Active Growth ETF by 11.3% in the 2nd quarter. Roxbury Financial LLC now owns 5,358 shares of the company’s stock worth $142,000 after buying an additional 545 shares during the last quarter. Finally, Steward Partners Investment Advisory LLC purchased a new position in shares of MFS Active Growth ETF in the 2nd quarter worth approximately $33,000.

MFS Active Growth ETF Stock Down 0.2%

NYSEARCA MFSG opened at $28.50 on Wednesday. MFS Active Growth ETF has a 52 week low of $19.47 and a 52 week high of $29.47. The company has a 50 day moving average price of $28.32 and a 200 day moving average price of $27.65. The firm has a market cap of $151.05 million, a PE ratio of 36.15 and a beta of 1.27.

MFS Active Growth ETF Profile

The MFS Active Growth ETF (MFSG) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed portfolio of US and non-US growth stocks of any market capitalization. The fund utilizes a bottom-up fundamental approach to select investments MFSG was launched on Dec 5, 2024 and is issued by MFS.