Miller Value Partners Appreciation ETF
MVPA
5 hedge funds and large institutions have $2.96M invested in Miller Value Partners Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
1.79% less ownership
Funds ownership: 6.93% → 5.14% (-1.8%)
17% less capital invested
Capital invested by funds: $3.59M → $2.96M (-$626K)
29% less funds holding
Funds holding: 7 → 5 (-2)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
Mills Wealth Advisors
Southlake,
Texas
|
+$282K |
| 2 |
CA
Crewe Advisors
Salt Lake City,
Utah
|
+$3.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$622K |
| 2 |
Jane Street
New York
|
-$423K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$37.1K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$31.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$151 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
1
Avantax Advisory Services
Dallas,
Texas
| $2.21M | -$37.1K | -1,189 | -2% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $431K | -$31.2K | -1,000 | -7% |
|
|
MWA
3
Mills Wealth Advisors
Southlake,
Texas
| $294K | +$282K | +9,036 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $13K | – | – | – |
|
|
CA
5
Crewe Advisors
Salt Lake City,
Utah
| $8.14K | +$3.12K | +100 | +67% |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| – | -$622K | -20,538 | Closed |
|
|
7
Jane Street
New York
| – | -$423K | -13,985 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$151 | -5 | Closed |
|
MVPA Hedge Fund Activity: Q3 2024 in Review
5 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Miller Value Partners Appreciation ETF (MVPA) for Q3 2024, worth a combined $2.96M — down 17% from $3.59M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MVPA and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Mills Wealth Advisors, opening a new position worth an estimated $282K. The largest seller was Old Mission Capital, exiting entirely with an estimated $622K sold.
- 5 institutional investors held Miller Value Partners Appreciation ETF (MVPA) as of Q3 2024, down from 7 in Q2 2024.
- Funds reported $2.96M of Miller Value Partners Appreciation ETF stock for Q3 2024, down 17% quarter-over-quarter.
- 1 fund opened new Miller Value Partners Appreciation ETF positions in Q3 2024 and 3 closed out, a net change of -2 holders.
- The largest Miller Value Partners Appreciation ETF buyer in Q3 2024 was Mills Wealth Advisors, an estimated $282K added.
- The largest Miller Value Partners Appreciation ETF seller in Q3 2024 was Old Mission Capital, an estimated $622K sold.
Based on aggregated 13F filings for Q3 2024.