Arkadios Wealth Advisors Acquires Shares of 10,550 MFS Active Value ETF $MFSV

Arkadios Wealth Advisors purchased a new position in shares of MFS Active Value ETF (NYSEARCA:MFSV) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 10,550 shares of the company’s stock, valued at approximately $267,000. Arkadios Wealth Advisors owned 0.42% of MFS Active Value ETF as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in MFSV. Envestnet Asset Management Inc. purchased a new stake in shares of MFS Active Value ETF in the second quarter valued at about $289,000. Brown Advisory Inc. purchased a new position in MFS Active Value ETF during the first quarter worth approximately $352,000. Apollon Wealth Management LLC purchased a new position in MFS Active Value ETF during the second quarter worth approximately $1,761,000. Finally, Greenbush Financial Group LLC raised its stake in MFS Active Value ETF by 10.7% during the second quarter. Greenbush Financial Group LLC now owns 284,562 shares of the company’s stock worth $7,195,000 after purchasing an additional 27,442 shares during the period.

MFS Active Value ETF Stock Up 0.2%

MFS Active Value ETF stock opened at $25.68 on Thursday. MFS Active Value ETF has a 52-week low of $21.75 and a 52-week high of $26.34. The firm has a fifty day moving average of $25.92 and a 200-day moving average of $25.30. The firm has a market capitalization of $120.70 million, a P/E ratio of 19.36 and a beta of 0.95.

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.