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MFSV

MFS Active Value ETF
MFSV

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

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

114% more funds holding

Funds holding: 7 → 15 (+8)

77% more capital invested

Capital invested by funds: $9.39M → $16.6M (+$7.2M)

9.07% more ownership

Funds ownership: 18.3% → 27.36% (+9.1%)

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
Apollon Wealth Management
South Carolina
+$1.69M
2
Stifel Financial
Stifel Financial
Missouri
+$1.1M
3
PRRFG
Paul R. Ried Financial Group
Washington
+$820K
4
GFG
Greenbush Financial Group
New York
+$667K
5
SPIA
Steward Partners Investment Advisory
New York
+$443K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$4.64K
Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
1
Greenbush Financial Group
New York
$7.2M +$667K +27,442 +11%
AWM
2
Apollon Wealth Management
South Carolina
$1.76M +$1.69M +69,654 New
ASN
3
Advisory Services Network
Georgia
$1.58M +$262K +10,795 +21%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.46M +$383K +15,774 +38%
Stifel Financial
5
Stifel Financial
Missouri
$1.15M +$1.1M +45,432 New
PRRFG
6
Paul R. Ried Financial Group
Washington
$853K +$820K +33,729 New
P
7
&Partners
Tennessee
$546K +$171K +7,024 +48%
SPIA
8
Steward Partners Investment Advisory
New York
$461K +$443K +18,229 New
Brown Advisory
9
Brown Advisory
Maryland
$361K – – –
FTUS
10
Flow Traders U.S.
New York
$329K +$317K +13,026 New
Citadel Advisors
11
Citadel Advisors
Florida
$328K +$315K +12,957 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$289K +$278K +11,443 New
AWA
13
Arkadios Wealth Advisors
Georgia
$267K +$256K +10,550 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
SN
15
Sittner & Nelson
Oregon
$6.32K +$6.08K +250 New
UBS Group
16
UBS Group
Switzerland
– -$4.64K -188 Closed

MFSV Hedge Fund Activity: Q2 2025 in Review

15 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MFS Active Value ETF (MFSV) for Q2 2025, worth a combined $16.6M — up 77% from $9.39M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MFSV positions and 1 closed out — a net gain of 8 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $1.69M. The largest seller was UBS Group, exiting entirely with an estimated $4.64K sold.

  • 15 institutional investors held MFS Active Value ETF (MFSV) as of Q2 2025, up from 7 in Q1 2025.
  • Funds reported $16.6M of MFS Active Value ETF stock for Q2 2025, up 77% quarter-over-quarter.
  • 9 funds opened new MFS Active Value ETF positions in Q2 2025 and 1 closed out, a net change of +8 holders.
  • The largest MFS Active Value ETF buyer in Q2 2025 was Apollon Wealth Management, an estimated $1.69M added.
  • The largest MFS Active Value ETF seller in Q2 2025 was UBS Group, an estimated $4.64K sold.

Based on aggregated 13F filings for Q2 2025.