MFSV

MFS Active Value ETF
MFSV

Overview Fund Trends Analyst Outlook Journalist POV

15 hedge funds and large institutions have $16.6M invested in MFS Active Value ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

Holders
15
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.76M
2
+$1.15M
3
+$853K
4
GFG
Greenbush Financial Group
New York
+$694K
5
SPIA
Steward Partners Investment Advisory
New York
+$461K

Top Sellers

1
-$4.64K
Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
1
Greenbush Financial Group
New York
$7.2M
AWM
2
Apollon Wealth Management
South Carolina
$1.76M
ASN
3
Advisory Services Network
Georgia
$1.58M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.46M
Stifel Financial
5
Stifel Financial
Missouri
$1.15M
PRRFG
6
Paul R. Ried Financial Group
Washington
$853K
P
7
&Partners
Tennessee
$546K
SPIA
8
Steward Partners Investment Advisory
New York
$461K
Brown Advisory
9
Brown Advisory
Maryland
$361K
FTUS
10
Flow Traders U.S.
New York
$329K
Citadel Advisors
11
Citadel Advisors
Florida
$328K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$289K
AWA
13
Arkadios Wealth Advisors
Georgia
$267K
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$14K
SN
15
Sittner & Nelson
Oregon
$6.32K
UBS Group
16
UBS Group
Switzerland
–