Miller Value Partners Appreciation ETF
MVPA
8 hedge funds and large institutions have $3.99M invested in Miller Value Partners Appreciation ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 0 closing their positions.
60% more funds holding
Funds holding: 5 → 8 (+3)
35% more capital invested
Capital invested by funds: $2.96M → $3.99M (+$1.03M)
1.07% more ownership
Funds ownership: 5.14% → 6.2% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$464K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$215K |
| 3 |
MWA
Mills Wealth Advisors
Southlake,
Texas
|
+$154K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$24.3K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.92K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
1
Avantax Advisory Services
Dallas,
Texas
| $2.36M | +$24.3K | +698 | +1% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $465K | +$9.92K | +285 | +2% |
|
|
MWA
3
Mills Wealth Advisors
Southlake,
Texas
| $463K | +$154K | +4,434 | +49% |
|
|
NA
4
NewEdge Advisors
New Orleans,
Louisiana
| $458K | +$464K | +13,332 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $212K | +$215K | +6,182 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $13.7K | – | – | – |
|
|
CA
7
Crewe Advisors
Salt Lake City,
Utah
| $8.67K | +$70 | +2 | +0.8% |
|
|
EWM
8
Evermay Wealth Management
Arlington,
Virginia
| $4.34K | +$4.38K | +126 | New |
|
MVPA Hedge Fund Activity: Q4 2024 in Review
8 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Miller Value Partners Appreciation ETF (MVPA) for Q4 2024, worth a combined $3.99M — up 35% from $2.96M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MVPA positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $464K.
- 8 institutional investors held Miller Value Partners Appreciation ETF (MVPA) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $3.99M of Miller Value Partners Appreciation ETF stock for Q4 2024, up 35% quarter-over-quarter.
- 3 funds opened new Miller Value Partners Appreciation ETF positions in Q4 2024 and 0 closed out, a net change of +3 holders.
- The largest Miller Value Partners Appreciation ETF buyer in Q4 2024 was NewEdge Advisors, an estimated $464K added.
Based on aggregated 13F filings for Q4 2024.