MFS Active Value ETF $MFSV Shares Purchased by Greenbush Financial Group LLC

Greenbush Financial Group LLC boosted its holdings in MFS Active Value ETF (NYSEARCA:MFSV) by 34.1% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 515,923 shares of the company’s stock after buying an additional 131,086 shares during the period. MFS Active Value ETF makes up about 4.6% of Greenbush Financial Group LLC’s investment portfolio, making the stock its 9th largest position. Greenbush Financial Group LLC owned 3.39% of MFS Active Value ETF worth $13,791,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. SFG Wealth Management LLC. purchased a new position in shares of MFS Active Value ETF in the 4th quarter valued at $17,505,000. Paul R. Ried Financial Group LLC boosted its position in MFS Active Value ETF by 195.0% during the 4th quarter. Paul R. Ried Financial Group LLC now owns 596,424 shares of the company’s stock worth $15,829,000 after purchasing an additional 394,269 shares during the period. Apollon Wealth Management LLC boosted its position in MFS Active Value ETF by 12.3% during the 4th quarter. Apollon Wealth Management LLC now owns 238,089 shares of the company’s stock worth $6,319,000 after purchasing an additional 26,099 shares during the period. Prosperity Financial Group Inc. purchased a new stake in MFS Active Value ETF during the 4th quarter worth $1,525,000. Finally, LPL Financial LLC increased its holdings in MFS Active Value ETF by 301.3% in the 4th quarter. LPL Financial LLC now owns 1,290,811 shares of the company’s stock valued at $34,258,000 after purchasing an additional 969,181 shares in the last quarter.

MFS Active Value ETF Price Performance

NYSEARCA:MFSV opened at $28.47 on Tuesday. The business’s 50-day moving average is $27.78 and its two-hundred day moving average is $27.36. MFS Active Value ETF has a 12 month low of $24.74 and a 12 month high of $28.87. The firm has a market capitalization of $449.83 million, a PE ratio of 19.36 and a beta of 0.38.

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.