MFS Active Value ETF $MFSV Shares Purchased by Apollon Wealth Management LLC

Apollon Wealth Management LLC raised its position in shares of MFS Active Value ETF (NYSEARCA:MFSV) by 12.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 238,089 shares of the company’s stock after buying an additional 26,099 shares during the quarter. Apollon Wealth Management LLC owned about 2.77% of MFS Active Value ETF worth $6,319,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Greenbush Financial Group LLC raised its stake in MFS Active Value ETF by 22.3% during the fourth quarter. Greenbush Financial Group LLC now owns 384,837 shares of the company’s stock valued at $10,214,000 after buying an additional 70,196 shares in the last quarter. Paul R. Ried Financial Group LLC raised its stake in MFS Active Value ETF by 499.4% during the third quarter. Paul R. Ried Financial Group LLC now owns 202,155 shares of the company’s stock valued at $5,285,000 after buying an additional 168,426 shares in the last quarter. Sittner & Nelson LLC raised its stake in 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 buying an additional 2,000 shares in the last quarter. Jones Financial Companies Lllp acquired a new stake in MFS Active Value ETF during the third quarter valued at approximately $2,105,000. Finally, Arkadios Wealth Advisors raised its stake in MFS Active Value ETF by 5,096.9% during the third quarter. Arkadios Wealth Advisors now owns 548,274 shares of the company’s stock valued at $14,334,000 after buying an additional 537,724 shares in the last quarter.

MFS Active Value ETF Stock Down 1.1%

Shares of NYSEARCA MFSV opened at $27.31 on Friday. The stock has a market capitalization of $406.92 million, a P/E ratio of 19.36 and a beta of 0.47. The stock’s 50 day moving average price is $27.35 and its two-hundred day moving average price is $26.72. MFS Active Value ETF has a 52-week low of $22.72 and a 52-week high of $28.25.

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.