Miller Value Partners Appreciation ETF
MVPA
13 hedge funds and large institutions have $7.92M invested in Miller Value Partners Appreciation ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more capital invested
Capital invested by funds: $6.76M → $7.92M (+$1.16M)
8% more funds holding
Funds holding: 12 → 13 (+1)
0.93% more ownership
Funds ownership: 10.34% → 11.28% (+0.93%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.48M |
| 2 |
LPL Financial
San Diego,
California
|
+$223K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$60.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$17.9K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$880K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$798K |
| 3 |
Jane Street
New York
|
-$458K |
| 4 |
MWA
Mills Wealth Advisors
Southlake,
Texas
|
-$130K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$91.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
1
Old Mission Capital
Chicago,
Illinois
| $3.08M | +$2.48M | +77,668 | +674% |
|
|
2
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $906K | -$91.7K | -2,865 | -10% |
|
|
AAS
3
Avantax Advisory Services
Dallas,
Texas
| $866K | -$880K | -27,515 | -52% |
|
|
MWA
4
Mills Wealth Advisors
Southlake,
Texas
| $682K | -$130K | -4,064 | -17% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $673K | +$60.1K | +1,878 | +11% |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $534K | +$6.4K | +200 | +1% |
|
|
7
Jane Street
New York
| $467K | -$458K | -14,330 | -51% |
|
|
NA
8
NewEdge Advisors
New Orleans,
Louisiana
| $434K | -$798K | -24,950 | -66% |
|
|
9
LPL Financial
San Diego,
California
| $241K | +$223K | +6,980 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $19.3K | +$17.9K | +558 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $13.8K | – | – | – |
|
|
CA
12
Crewe Advisors
Salt Lake City,
Utah
| $8.71K | – | – | – |
|
|
HIA
13
Harbor Investment Advisory
Lutherville,
Maryland
| $1.38K | – | – | – |
|
|
EWM
14
Evermay Wealth Management
Arlington,
Virginia
| – | -$3.95K | -126 | Closed |
|
MVPA Hedge Fund Activity: Q2 2025 in Review
13 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Miller Value Partners Appreciation ETF (MVPA) for Q2 2025, worth a combined $7.92M — up 17% from $6.76M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MVPA positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $2.48M. The largest seller was Avantax Advisory Services, cutting an estimated $880K.
- 13 institutional investors held Miller Value Partners Appreciation ETF (MVPA) as of Q2 2025, up from 12 in Q1 2025.
- Funds reported $7.92M of Miller Value Partners Appreciation ETF stock for Q2 2025, up 17% quarter-over-quarter.
- 2 funds opened new Miller Value Partners Appreciation ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest Miller Value Partners Appreciation ETF buyer in Q2 2025 was Old Mission Capital, an estimated $2.48M added.
- The largest Miller Value Partners Appreciation ETF seller in Q2 2025 was Avantax Advisory Services, an estimated $880K sold.
Based on aggregated 13F filings for Q2 2025.