919,981 Shares of MFS Active Value ETF $MFSV Purchased by KWB Wealth

KWB Wealth acquired a new position in MFS Active Value ETF (NYSE:MFSV) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 919,981 shares of the company’s stock, valued at approximately $25,851,000. MFS Active Value ETF makes up about 2.2% of KWB Wealth’s holdings, making the stock its 9th largest holding. KWB Wealth owned about 4.30% of MFS Active Value ETF as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also modified their holdings of the company. Paul R. Ried Financial Group LLC lifted its position in MFS Active Value ETF by 18.8% during the second quarter. Paul R. Ried Financial Group LLC now owns 1,138,859 shares of the company’s stock valued at $32,537,000 after acquiring an additional 180,040 shares during the last quarter. SFG Wealth Management LLC. increased its stake in shares of MFS Active Value ETF by 17.8% in the second quarter. SFG Wealth Management LLC. now owns 1,099,524 shares of the company’s stock worth $31,413,000 after acquiring an additional 165,926 shares during the period. Arkadios Wealth Advisors grew its position in MFS Active Value ETF by 21.6% during the 1st quarter. Arkadios Wealth Advisors now owns 855,977 shares of the company’s stock worth $22,880,000 after purchasing an additional 152,166 shares during the period. Private Advisor Group LLC raised its position in MFS Active Value ETF by 4.0% during the first quarter. Private Advisor Group LLC now owns 820,527 shares of the company’s stock valued at $21,933,000 after acquiring an additional 31,698 shares in the last quarter. Finally, Bank of America Corp DE increased its holdings in shares of MFS Active Value ETF by 492.1% during the 1st quarter. Bank of America Corp DE now owns 539,156 shares of the company’s stock valued at $14,412,000 after purchasing an additional 448,097 shares in the last quarter.

MFS Active Value ETF Stock Up 0.3%

Shares of NYSE:MFSV traded up $0.08 during trading on Friday, reaching $29.27. 66,157 shares of the company’s stock traded hands, compared to its average volume of 138,946. The firm has a market cap of $626.36 million, a PE ratio of 19.36 and a beta of 0.36. MFS Active Value ETF has a fifty-two week low of $25.32 and a fifty-two week high of $30.15. The company has a 50-day simple moving average of $29.15 and a 200-day simple moving average of $28.53.

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.