BlueChip Wealth Advisors LLC Makes New $1.02 Million Investment in MFS Active Value ETF $MFSV

BlueChip Wealth Advisors LLC acquired a new stake in shares of MFS Active Value ETF (NYSEARCA:MFSV) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 38,287 shares of the company’s stock, valued at approximately $1,023,000. BlueChip Wealth Advisors LLC owned about 0.24% of MFS Active Value ETF as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in MFSV. Royal Bank of Canada bought a new position in MFS Active Value ETF during the 4th quarter valued at about $44,000. Sittner & Nelson LLC lifted its stake in MFS Active Value ETF by 800.0% in the third 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 last quarter. Mariner LLC purchased a new position in shares of MFS Active Value ETF during the fourth quarter valued at approximately $221,000. Flow Traders U.S. LLC purchased a new position in shares of MFS Active Value ETF during the second quarter valued at approximately $329,000. Finally, Richmond Investment Services LLC purchased a new position in shares of MFS Active Value ETF during the first quarter valued at approximately $393,000.

MFS Active Value ETF Stock Performance

MFSV opened at $29.10 on Wednesday. MFS Active Value ETF has a one year low of $24.75 and a one year high of $29.31. The stock has a market cap of $544.17 million, a price-to-earnings ratio of 19.36 and a beta of 0.35. The stock’s 50 day moving average price is $28.15 and its 200-day moving average price is $27.62.

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.