Arkadios Wealth Advisors Raises Stock Position in MFS Active Value ETF $MFSV

Arkadios Wealth Advisors grew its position in shares of MFS Active Value ETF (NYSEARCA:MFSV) by 5,096.9% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 548,274 shares of the company’s stock after purchasing an additional 537,724 shares during the quarter. Arkadios Wealth Advisors owned approximately 11.67% of MFS Active Value ETF worth $14,334,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of MFSV. CWM LLC boosted its holdings in shares of 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 in the last quarter. CRA Financial Services LLC acquired a new position in shares of MFS Active Value ETF during the 3rd quarter worth approximately $220,000. Envestnet Asset Management Inc. acquired a new stake in shares of MFS Active Value ETF during the second quarter valued at $289,000. Flow Traders U.S. LLC purchased a new stake in MFS Active Value ETF in the 2nd quarter worth approximately $329,000. Finally, Steward Partners Investment Advisory LLC acquired a new position in MFS Active Value ETF in the second quarter valued at $461,000.

MFS Active Value ETF Stock Performance

MFSV opened at $27.56 on Tuesday. MFS Active Value ETF has a 1 year low of $21.75 and a 1 year high of $27.63. The firm has a 50 day moving average price of $26.50 and a 200 day moving average price of $25.99. The company has a market cap of $234.26 million, a PE ratio of 19.36 and a beta of 0.95.

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.