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Miller Value Partners Appreciation ETF

6 hedge funds and large institutions have $2.82M invested in Miller Value Partners Appreciation ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $2.46M → $2.82M (+$364K)

0.81% more ownership

Funds ownership: 3.75%4.56% (+0.81%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

14% less funds holding

Funds holding: 76 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.43M +$647K +19,743 +76%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$605K -$195K -5,938 -24%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$486K
Jane Street
4
Jane Street
New York
$284K +$298K +9,086 New
Osaic Holdings
5
Osaic Holdings
Arizona
$12.5K
CA
6
Crewe Advisors
Utah
$7.94K
MWA
7
Mills Wealth Advisors
Texas
-$222K -6,700 Closed
UBS Group
8
UBS Group
Switzerland
-$3.35K -101 Closed

MVPA Hedge Fund Activity: Q1 2026 in Review

6 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in Miller Value Partners Appreciation ETF (MVPA) for Q1 2026, worth a combined $2.82M — up 15% from $2.46M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of MVPA and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.

The largest buyer was LPL Financial, adding an estimated $647K. The largest seller was Mills Wealth Advisors, exiting entirely with an estimated $222K sold.

  • 6 institutional investors held Miller Value Partners Appreciation ETF (MVPA) as of Q1 2026, down from 7 in Q4 2025.
  • Funds reported $2.82M of Miller Value Partners Appreciation ETF stock for Q1 2026, up 15% quarter-over-quarter.
  • 1 fund opened new Miller Value Partners Appreciation ETF positions in Q1 2026 and 2 closed out, a net change of -1 holder.
  • The largest Miller Value Partners Appreciation ETF buyer in Q1 2026 was LPL Financial, an estimated $647K added.
  • The largest Miller Value Partners Appreciation ETF seller in Q1 2026 was Mills Wealth Advisors, an estimated $222K sold.

Based on aggregated 13F filings for Q1 2026.