Legacy Financial Advisors Inc. Acquires New Position in MFS Active Value ETF $MFSV

Legacy Financial Advisors Inc. acquired a new stake in MFS Active Value ETF (NYSEARCA:MFSV) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 34,974 shares of the company’s stock, valued at approximately $895,000.

Other hedge funds have also added to or reduced their stakes in the company. Royal Bank of Canada purchased a new position in shares of MFS Active Value ETF during the fourth quarter worth approximately $44,000. Sittner & Nelson LLC raised its stake in shares of MFS Active Value ETF by 800.0% during the third quarter. Sittner & Nelson LLC now owns 2,250 shares of the company’s stock valued at $59,000 after acquiring an additional 2,000 shares in the last quarter. Mariner LLC purchased a new stake in shares of MFS Active Value ETF in the fourth quarter valued at approximately $221,000. Flow Traders U.S. LLC purchased a new stake in shares of MFS Active Value ETF in the second quarter valued at approximately $329,000. Finally, Richmond Investment Services LLC purchased a new stake in shares of MFS Active Value ETF in the first quarter valued at approximately $393,000.

MFS Active Value ETF Stock Down 0.3%

Shares of NYSEARCA:MFSV opened at $29.43 on Wednesday. The business’s 50 day moving average is $29.38 and its 200 day moving average is $28.20. The stock has a market cap of $562.11 million, a P/E ratio of 19.36 and a beta of 0.33. MFS Active Value ETF has a 52-week low of $25.32 and a 52-week high of $30.15.

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.