MFS Active Value ETF
MFSV
30 hedge funds and large institutions have $157M invested in MFS Active Value ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,200% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 1
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
206% more capital invested
Capital invested by funds: $51.3M → $157M (+$106M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
58% more funds holding
Funds holding: 19 → 30 (+11)
23.81% more ownership
Funds ownership: 53.07% → 76.88% (+24%)
Top Buyers
Top Sellers
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$23.1K |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$6.8K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$26 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFS
26
CRA Financial Services
Northfield,
New Jersey
| $223K | – | – | – |
|
27
Mariner
Overland Park,
Kansas
| $221K | +$217K | +8,318 | New |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $79K | +$313 | +12 | +0.4% |
|
|
SN
29
Sittner & Nelson
Eugene,
Oregon
| $63.2K | – | – | – |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $44K | +$43.4K | +1,663 | New |
|
|
AAS
31
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$6.8K | -260 | Closed |
|
|
32
Fidelity Investments
Boston,
Massachusetts
| – | -$26 | -1 | Closed |
|
MFSV Hedge Fund Activity: Q4 2025 in Review
30 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in MFS Active Value ETF (MFSV) for Q4 2025, worth a combined $157M — up 206% from $51.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MFSV positions and 2 closed out — a net gain of 11 holders — while 13 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $25.3M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $23.1K.
- 30 institutional investors held MFS Active Value ETF (MFSV) as of Q4 2025, up from 19 in Q3 2025.
- Funds reported $157M of MFS Active Value ETF stock for Q4 2025, up 206% quarter-over-quarter.
- 13 funds opened new MFS Active Value ETF positions in Q4 2025 and 2 closed out, a net change of +11 holders.
- The largest MFS Active Value ETF buyer in Q4 2025 was LPL Financial, an estimated $25.3M added.
- The largest MFS Active Value ETF seller in Q4 2025 was Steward Partners Investment Advisory, an estimated $23.1K sold.
Based on aggregated 13F filings for Q4 2025.