MFS Active Value ETF $MFSV Position Lifted by Paul R. Ried Financial Group LLC

Paul R. Ried Financial Group LLC lifted its stake in MFS Active Value ETF (NYSEARCA:MFSV) by 18.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,138,859 shares of the company’s stock after acquiring an additional 180,040 shares during the period. MFS Active Value ETF accounts for 14.2% of Paul R. Ried Financial Group LLC’s portfolio, making the stock its largest position. Paul R. Ried Financial Group LLC owned 6.19% of MFS Active Value ETF worth $32,537,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently made changes to their positions in MFSV. Royal Bank of Canada bought a new stake in MFS Active Value ETF during the fourth quarter valued at about $44,000. Sittner & Nelson LLC raised its holdings in MFS Active Value ETF by 800.0% in the third quarter. Sittner & Nelson LLC now owns 2,250 shares of the company’s stock worth $59,000 after purchasing an additional 2,000 shares in the last quarter. Mariner LLC bought a new position in MFS Active Value ETF in the fourth quarter worth about $221,000. Flow Traders U.S. LLC purchased a new stake in shares of MFS Active Value ETF during the second quarter valued at about $329,000. Finally, Richmond Investment Services LLC purchased a new stake in shares of MFS Active Value ETF during the first quarter valued at about $393,000.

MFS Active Value ETF Stock Performance

NYSEARCA:MFSV opened at $29.89 on Wednesday. MFS Active Value ETF has a fifty-two week low of $24.98 and a fifty-two week high of $29.93. The stock has a market capitalization of $570.90 million, a P/E ratio of 19.36 and a beta of 0.33. The company’s 50-day simple moving average is $28.69 and its 200-day simple moving average is $27.88.

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.