MFSV

MFS Active Value ETF
MFSV

Overview Fund Activity

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.

Holders
15
Holders Change
+8
Holders Change %
+114.29%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
4
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$1.76M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.15M
3
PRRFG
3
Paul R. Ried Financial Group
Washington
$853K
4
GFG
4
Greenbush Financial Group
New York
$7.2M
5
SPIA
5
Steward Partners Investment Advisory
New York
$461K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GFG
1
Greenbush Financial Group
New York
$7.2M 284,562 +27,442 +11%
AWM
2
Apollon Wealth Management
South Carolina
$1.76M 69,654 +69,654 New
ASN
3
Advisory Services Network
Georgia
$1.58M 62,895 +10,795 +21%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.46M 57,568 +15,774 +38%
Stifel Financial
5
Stifel Financial
Missouri
$1.15M 45,432 +45,432 New
PRRFG
6
Paul R. Ried Financial Group
Washington
$853K 33,729 +33,729 New
P
7
&Partners
Tennessee
$546K 21,579 +7,024 +48%
SPIA
8
Steward Partners Investment Advisory
New York
$461K 18,229 +18,229 New
Brown Advisory
9
Brown Advisory
Maryland
$361K 14,260 – –
FTUS
10
Flow Traders U.S.
New York
$329K 13,026 +13,026 New
Citadel Advisors
11
Citadel Advisors
Florida
$328K 12,957 +12,957 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$289K 11,443 +11,443 New
AWA
13
Arkadios Wealth Advisors
Georgia
$267K 10,550 +10,550 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$14K 562 – –
SN
15
Sittner & Nelson
Oregon
$6.32K 250 +250 New
UBS Group
16
UBS Group
Switzerland
– – -188 Closed