BlueChip Wealth Advisors LLC Invests $1.02 Million 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, Holdings Channel reports. The institutional investor acquired 38,287 shares of the company’s stock, valued at approximately $1,023,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. SFG Wealth Management LLC. acquired a new stake in MFS Active Value ETF during the 4th quarter valued at approximately $17,505,000. Greenbush Financial Group LLC lifted its position in MFS Active Value ETF by 22.3% during the fourth quarter. Greenbush Financial Group LLC now owns 384,837 shares of the company’s stock valued at $10,214,000 after purchasing an additional 70,196 shares during the period. Paul R. Ried Financial Group LLC lifted its position in MFS Active Value ETF by 195.0% during the fourth quarter. Paul R. Ried Financial Group LLC now owns 596,424 shares of the company’s stock valued at $15,829,000 after purchasing an additional 394,269 shares during the period. Apollon Wealth Management LLC lifted its position 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 valued at $6,319,000 after purchasing an additional 26,099 shares during the period. Finally, Private Advisor Group LLC boosted its holdings in MFS Active Value ETF by 4.0% in the first quarter. Private Advisor Group LLC now owns 820,527 shares of the company’s stock valued at $21,933,000 after purchasing an additional 31,698 shares during the last quarter.

MFS Active Value ETF Stock Performance

Shares of MFSV opened at $29.10 on Wednesday. The business’s 50-day moving average is $28.15 and its two-hundred day moving average is $27.62. The company has a market capitalization of $544.17 million, a P/E ratio of 19.36 and a beta of 0.35. MFS Active Value ETF has a fifty-two week low of $24.75 and a fifty-two week high of $29.31.

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.