Miller Value Partners Appreciation ETF
MVPA
7 hedge funds and large institutions have $3.59M invested in Miller Value Partners Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
16% more capital invested
Capital invested by funds: $3.08M → $3.59M (+$507K)
1.17% more ownership
Funds ownership: 5.76% → 6.93% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$568K |
| 2 |
Jane Street
New York
|
+$433K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$48.8K |
| 4 |
CA
Crewe Advisors
Salt Lake City,
Utah
|
+$4.64K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$155 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$326K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
1
Avantax Advisory Services
Dallas,
Texas
| $2.09M | +$568K | +18,343 | +36% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $622K | -$326K | -10,528 | -34% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $431K | +$48.8K | +1,575 | +12% |
|
|
4
Jane Street
New York
| $423K | +$433K | +13,985 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $12.1K | – | – | – |
|
|
CA
6
Crewe Advisors
Salt Lake City,
Utah
| $4.54K | +$4.64K | +150 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $151 | +$155 | +5 | New |
|
MVPA Hedge Fund Activity: Q2 2024 in Review
7 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in Miller Value Partners Appreciation ETF (MVPA) for Q2 2024, worth a combined $3.59M — up 16% from $3.08M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MVPA positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $568K. The largest seller was Old Mission Capital, cutting an estimated $326K.
- 7 institutional investors held Miller Value Partners Appreciation ETF (MVPA) as of Q2 2024, up from 4 in Q1 2024.
- Funds reported $3.59M of Miller Value Partners Appreciation ETF stock for Q2 2024, up 16% quarter-over-quarter.
- 3 funds opened new Miller Value Partners Appreciation ETF positions in Q2 2024 and 0 closed out, a net change of +3 holders.
- The largest Miller Value Partners Appreciation ETF buyer in Q2 2024 was Avantax Advisory Services, an estimated $568K added.
- The largest Miller Value Partners Appreciation ETF seller in Q2 2024 was Old Mission Capital, an estimated $326K sold.
Based on aggregated 13F filings for Q2 2024.