MFSV

MFS Active Value ETF

41 hedge funds and large institutions have $330M invested in MFS Active Value ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$122M
PRRFG
2
Paul R. Ried Financial Group
Washington
$25.6M
SWM
3
SFG Wealth Management
Maryland
$25M
AWA
4
Arkadios Wealth Advisors
Georgia
$22.9M
Jones Financial Companies
5
Jones Financial Companies
Missouri
$22.3M
PAG
6
Private Advisor Group
New Jersey
$21.9M
Bank of America
7
Bank of America
North Carolina
$14.4M
GFG
8
Greenbush Financial Group
New York
$13.8M
P
9
&Partners
Tennessee
$9.1M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.91M
AWM
11
Apollon Wealth Management
South Carolina
$8.49M
Raymond James Financial
12
Raymond James Financial
Florida
$7.68M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.42M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.42M
KFAS
15
Keating Financial Advisory Services
Kansas
$2.55M
MJFG
16
Mars Jewett Financial Group
Washington
$2.23M
ASN
17
Advisory Services Network
Georgia
$2.04M
EH
18
Equitable Holdings
New York
$1.6M
PFG
19
Prosperity Financial Group
California
$1.54M
Stifel Financial
20
Stifel Financial
Missouri
$1.47M
IWM
21
IHT Wealth Management
Illinois
$1.25M
KWM
22
Kingsview Wealth Management
Oregon
$1.18M
BWA
23
BlueChip Wealth Advisors
Georgia
$1.02M
Jane Street
24
Jane Street
New York
$962K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$595K