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MFSV

MFS Active Value ETF

7 hedge funds and large institutions have $9.39M invested in MFS Active Value ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

722% more capital invested

Capital invested by funds: $1.14M → $9.39M (+$8.25M)

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

250% more funds holding

Funds holding: 27 (+5)

14.59% more ownership

Funds ownership: 3.7%18.3% (+15%)

Holders
7
Holders Change
+5
Holders Change %
+250%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFG
1
Greenbush Financial Group
New York
$6.35M +$6.33M +257,120 New
ASN
2
Advisory Services Network
Georgia
$1.29M +$1.28M +52,100 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.03M +$775K +31,485 +305%
P
4
&Partners
Tennessee
$356K +$358K +14,555 New
Brown Advisory
5
Brown Advisory
Maryland
$352K +$351K +14,260 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.8K +562 New
UBS Group
7
UBS Group
Switzerland
$4.64K +$4.63K +188 New
Jane Street
8
Jane Street
New York
-$898K -37,820 Closed

MFSV Hedge Fund Activity: Q1 2025 in Review

7 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in MFS Active Value ETF (MFSV) for Q1 2025, worth a combined $9.39M — up 722% from $1.14M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MFSV positions and 1 closed out — a net gain of 5 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Greenbush Financial Group, opening a new position worth an estimated $6.33M. The largest seller was Jane Street, exiting entirely with an estimated $898K sold.

  • 7 institutional investors held MFS Active Value ETF (MFSV) as of Q1 2025, up from 2 in Q4 2024.
  • Funds reported $9.39M of MFS Active Value ETF stock for Q1 2025, up 722% quarter-over-quarter.
  • 6 funds opened new MFS Active Value ETF positions in Q1 2025 and 1 closed out, a net change of +5 holders.
  • The largest MFS Active Value ETF buyer in Q1 2025 was Greenbush Financial Group, an estimated $6.33M added.
  • The largest MFS Active Value ETF seller in Q1 2025 was Jane Street, an estimated $898K sold.

Based on aggregated 13F filings for Q1 2025.