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MFSV

MFS Active Value ETF

19 hedge funds and large institutions have $51.3M invested in MFS Active Value ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

209% more capital invested

Capital invested by funds: $16.6M → $51.3M (+$34.7M)

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

27% more funds holding

Funds holding: 1519 (+4)

25.71% more ownership

Funds ownership: 27.36%53.07% (+26%)

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
9
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arkadios Wealth Advisors
Georgia
$14.3M +$13.8M +537,724 +5,097%
LPL Financial
2
LPL Financial
California
$8.41M +$8.23M +321,630 New
GFG
3
Greenbush Financial Group
New York
$8.23M +$770K +30,079 +11%
AWM
4
Apollon Wealth Management
South Carolina
$5.54M +$3.64M +142,336 +204%
PRRFG
5
Paul R. Ried Financial Group
Washington
$5.29M +$4.31M +168,426 +499%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$2.1M +$2.07M +80,804 New
ASN
7
Advisory Services Network
Georgia
$1.62M -$27.1K -1,059 -2%
Stifel Financial
8
Stifel Financial
Missouri
$1.62M +$418K +16,342 +36%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.5M -$7.71K -301 -0.5%
P
10
&Partners
Tennessee
$574K +$9.47K +370 +2%
SPIA
11
Steward Partners Investment Advisory
New York
$571K +$92.2K +3,603 +20%
Jane Street
12
Jane Street
New York
$522K +$511K +19,957 New
Brown Advisory
13
Brown Advisory
Maryland
$373K
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$299K
CFS
15
CRA Financial Services
New Jersey
$220K +$215K +8,400 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$78K +$61.9K +2,419 +430%
SN
17
Sittner & Nelson
Oregon
$58.8K +$51.2K +2,000 +800%
AAS
18
Ameritas Advisory Services
Nebraska
$6.8K +$6.66K +260 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$26 +$26 +1 New
FTUS
20
Flow Traders U.S.
New York
-$329K -13,026 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$328K -12,957 Closed

MFSV Hedge Fund Activity: Q3 2025 in Review

19 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in MFS Active Value ETF (MFSV) for Q3 2025, worth a combined $51.3M — up 209% from $16.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MFSV positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Arkadios Wealth Advisors, adding an estimated $13.8M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $329K sold.

  • 19 institutional investors held MFS Active Value ETF (MFSV) as of Q3 2025, up from 15 in Q2 2025.
  • Funds reported $51.3M of MFS Active Value ETF stock for Q3 2025, up 209% quarter-over-quarter.
  • 6 funds opened new MFS Active Value ETF positions in Q3 2025 and 2 closed out, a net change of +4 holders.
  • The largest MFS Active Value ETF buyer in Q3 2025 was Arkadios Wealth Advisors, an estimated $13.8M added.
  • The largest MFS Active Value ETF seller in Q3 2025 was Flow Traders U.S., an estimated $329K sold.

Based on aggregated 13F filings for Q3 2025.