704,901 Shares in MFS Active Core Plus Bond ETF $MFSB Purchased by Confluence Wealth Services Inc.

Confluence Wealth Services Inc. acquired a new position in MFS Active Core Plus Bond ETF (NYSEARCA:MFSB) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 704,901 shares of the company’s stock, valued at approximately $17,774,000. MFS Active Core Plus Bond ETF accounts for approximately 0.7% of Confluence Wealth Services Inc.’s investment portfolio, making the stock its 26th biggest position. Confluence Wealth Services Inc. owned 9.15% of MFS Active Core Plus Bond ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Private Advisor Group LLC purchased a new stake in MFS Active Core Plus Bond ETF in the 3rd quarter worth about $246,000. Goldman Sachs Group Inc. purchased a new position in shares of MFS Active Core Plus Bond ETF during the first quarter worth approximately $246,000. Jane Street Group LLC purchased a new position in shares of MFS Active Core Plus Bond ETF during the first quarter worth approximately $398,000. DAVENPORT & Co LLC increased its position in shares of MFS Active Core Plus Bond ETF by 18.0% during the third quarter. DAVENPORT & Co LLC now owns 24,250 shares of the company’s stock worth $612,000 after acquiring an additional 3,700 shares during the period. Finally, Jones Financial Companies Lllp purchased a new position in shares of MFS Active Core Plus Bond ETF during the third quarter worth approximately $1,581,000.

MFS Active Core Plus Bond ETF Stock Up 0.2%

Shares of NYSEARCA:MFSB opened at $25.14 on Thursday. The firm’s 50 day simple moving average is $25.16 and its 200-day simple moving average is $25.25. MFS Active Core Plus Bond ETF has a one year low of $24.38 and a one year high of $25.57.

MFS Active Core Plus Bond ETF Company Profile

The MFS Active Core Plus Bond ETF (MFSB) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund that invests in debt securities of any credit quality and maturity issued by governments and corporations from around the globe. The fund seeks total return with an emphasis on current income. MFSB was launched on Dec 5, 2024 and is issued by MFS.