KWB Wealth Buys New Shares in MFS Active Value ETF $MFSV

KWB Wealth acquired a new stake in MFS Active Value ETF (NYSE:MFSV) during the third quarter, Holdings Channel reports. The fund acquired 919,981 shares of the company’s stock, valued at approximately $25,851,000. MFS Active Value ETF accounts for approximately 2.2% of KWB Wealth’s investment portfolio, making the stock its 9th largest position.

Other institutional investors and hedge funds have also made changes to their positions in the company. Paul R. Ried Financial Group LLC grew its holdings in MFS Active Value ETF by 18.8% in the 2nd quarter. Paul R. Ried Financial Group LLC now owns 1,138,859 shares of the company’s stock valued at $32,537,000 after buying an additional 180,040 shares in the last quarter. SFG Wealth Management LLC. increased its holdings in MFS Active Value ETF by 17.8% in the 2nd quarter. SFG Wealth Management LLC. now owns 1,099,524 shares of the company’s stock valued at $31,413,000 after purchasing an additional 165,926 shares during the last quarter. Arkadios Wealth Advisors grew its stake in shares of MFS Active Value ETF by 21.6% in the first quarter. Arkadios Wealth Advisors now owns 855,977 shares of the company’s stock valued at $22,880,000 after buying an additional 152,166 shares in the last quarter. Private Advisor Group LLC grew its position in MFS Active Value ETF by 4.0% in the 1st 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 stake in 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 worth $14,412,000 after buying an additional 448,097 shares during the period.

MFS Active Value ETF Stock Performance

Shares of MFS Active Value ETF stock traded up $0.08 during trading hours on Friday, reaching $29.27. 66,157 shares of the company were exchanged, 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. The stock’s fifty day moving average is $29.15 and its 200 day moving average is $28.53. MFS Active Value ETF has a 1 year low of $25.32 and a 1 year high of $30.15.

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.