Miller Value Partners Appreciation ETF
MVPA
12 hedge funds and large institutions have $6.76M invested in Miller Value Partners Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
70% more capital invested
Capital invested by funds: $3.99M → $6.76M (+$2.78M)
50% more funds holding
Funds holding: 8 → 12 (+4)
4.14% more ownership
Funds ownership: 6.2% → 10.34% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$993K |
| 2 |
Jane Street
New York
|
+$950K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$826K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$602K |
| 5 |
MWA
Mills Wealth Advisors
Southlake,
Texas
|
+$353K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$550K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
1
Avantax Advisory Services
Dallas,
Texas
| $1.65M | -$550K | -16,121 | -23% |
|
|
NA
2
NewEdge Advisors
New Orleans,
Louisiana
| $1.17M | +$826K | +24,193 | +181% |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $911K | +$993K | +29,103 | New |
|
|
4
Jane Street
New York
| $872K | +$950K | +27,849 | New |
|
|
MWA
5
Mills Wealth Advisors
Southlake,
Texas
| $746K | +$353K | +10,349 | +77% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $552K | +$602K | +17,633 | New |
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $478K | +$58.8K | +1,724 | +13% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| $361K | +$182K | +5,341 | +86% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $12.5K | – | – | – |
|
|
CA
10
Crewe Advisors
Salt Lake City,
Utah
| $7.9K | – | – | – |
|
|
EWM
11
Evermay Wealth Management
Arlington,
Virginia
| $3.95K | – | – | – |
|
|
HIA
12
Harbor Investment Advisory
Lutherville,
Maryland
| $1.25K | +$1.36K | +40 | New |
|
MVPA Hedge Fund Activity: Q1 2025 in Review
12 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Miller Value Partners Appreciation ETF (MVPA) for Q1 2025, worth a combined $6.76M — up 70% from $3.99M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MVPA positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $993K. The largest seller was Avantax Advisory Services, cutting an estimated $550K.
- 12 institutional investors held Miller Value Partners Appreciation ETF (MVPA) as of Q1 2025, up from 8 in Q4 2024.
- Funds reported $6.76M of Miller Value Partners Appreciation ETF stock for Q1 2025, up 70% quarter-over-quarter.
- 4 funds opened new Miller Value Partners Appreciation ETF positions in Q1 2025 and 0 closed out, a net change of +4 holders.
- The largest Miller Value Partners Appreciation ETF buyer in Q1 2025 was Janney Montgomery Scott, an estimated $993K added.
- The largest Miller Value Partners Appreciation ETF seller in Q1 2025 was Avantax Advisory Services, an estimated $550K sold.
Based on aggregated 13F filings for Q1 2025.