Greenbush Financial Group LLC Increases Stock Position in MFS Active Value ETF $MFSV

Greenbush Financial Group LLC lifted its position in shares of MFS Active Value ETF (NYSEARCA:MFSV) by 10.6% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 314,641 shares of the company’s stock after buying an additional 30,079 shares during the period. MFS Active Value ETF makes up about 3.2% of Greenbush Financial Group LLC’s holdings, making the stock its 15th biggest holding. Greenbush Financial Group LLC owned 0.07% of MFS Active Value ETF worth $8,226,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. CWM LLC boosted its holdings in MFS Active Value ETF by 430.4% in the third quarter. CWM LLC now owns 2,981 shares of the company’s stock valued at $78,000 after acquiring an additional 2,419 shares during the last quarter. CRA Financial Services LLC acquired a new stake in MFS Active Value ETF during the third quarter worth about $220,000. Arkadios Wealth Advisors purchased a new position in shares of MFS Active Value ETF in the 2nd quarter worth about $267,000. Envestnet Asset Management Inc. purchased a new position in shares of MFS Active Value ETF in the 2nd quarter worth about $289,000. Finally, Flow Traders U.S. LLC acquired a new position in shares of MFS Active Value ETF in the 2nd quarter valued at about $329,000.

MFS Active Value ETF Stock Performance

Shares of NYSEARCA:MFSV opened at $26.54 on Friday. The stock has a 50-day simple moving average of $26.16 and a 200-day simple moving average of $25.79. The stock has a market capitalization of $124.74 million, a P/E ratio of 19.36 and a beta of 0.95. MFS Active Value ETF has a 1 year low of $21.75 and a 1 year high of $26.88.

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.