Paul R. Ried Financial Group LLC Acquires 362,395 Shares of MFS Active Value ETF $MFSV

Paul R. Ried Financial Group LLC raised its holdings in MFS Active Value ETF (NYSEARCA:MFSV) by 60.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 958,819 shares of the company’s stock after purchasing an additional 362,395 shares during the quarter. MFS Active Value ETF accounts for 11.9% of Paul R. Ried Financial Group LLC’s holdings, making the stock its 2nd largest holding. Paul R. Ried Financial Group LLC owned 6.07% of MFS Active Value ETF worth $25,629,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MFSV. SFG Wealth Management LLC. acquired a new stake in shares of MFS Active Value ETF during the 4th quarter worth about $17,505,000. Greenbush Financial Group LLC lifted its position in MFS Active Value ETF by 22.3% in the fourth quarter. Greenbush Financial Group LLC now owns 384,837 shares of the company’s stock valued at $10,214,000 after buying an additional 70,196 shares during the last quarter. Apollon Wealth Management LLC boosted its stake in MFS Active Value ETF by 12.3% during the fourth quarter. Apollon Wealth Management LLC now owns 238,089 shares of the company’s stock worth $6,319,000 after buying an additional 26,099 shares during the period. Private Advisor Group LLC boosted its stake 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 worth $21,933,000 after buying an additional 31,698 shares during the period. Finally, BlueChip Wealth Advisors LLC purchased a new position in MFS Active Value ETF during the first quarter worth about $1,023,000.

MFS Active Value ETF Price Performance

Shares of MFSV opened at $29.05 on Tuesday. The firm has a 50-day simple moving average of $28.29 and a two-hundred day simple moving average of $27.69. The stock has a market cap of $546.14 million, a PE ratio of 19.36 and a beta of 0.35. MFS Active Value ETF has a 1-year low of $24.75 and a 1-year high of $29.41.

About MFS Active Value ETF

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.