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FPA Global Equity ETF

46 hedge funds and large institutions have $407M invested in FPA Global Equity ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 5

77% more capital invested

Capital invested by funds: $230M → $407M (+$177M)

35% more funds holding

Funds holding: 3446 (+12)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

23.55% more ownership

Funds ownership: 77.44%100.99% (+24%)

Holders
46
Holders Change
+12
Holders Change %
+35.29%
% of All Funds
0.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
13
Increased
23
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
26
Mills Wealth Advisors
Texas
$900K -$926K -24,231 -49%
CFG
27
Certior Financial Group
Pennsylvania
$843K +$498K +13,046 +128%
EH
28
Equitable Holdings
New York
$499K +$56.7K +1,484 +12%
GHA
29
Good Harbor Advisors
Massachusetts
$407K +$429K +11,231 New
LA
30
Lakeside Advisors
Washington
$385K +$38.2K +1,000 +10%
US Bancorp
31
US Bancorp
Minnesota
$377K
DC
32
Davenport & Co
Virginia
$366K +$386K +10,094 New
DWM
33
DKM Wealth Management
California
$347K +$148K +3,884 +69%
JIC
34
Joel Isaacson & Co
New York
$284K
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$277K +$292K +7,637 New
Osaic Holdings
36
Osaic Holdings
Arizona
$246K +$114K +2,980 +78%
MP
37
McDonald Partners
Ohio
$236K
CAM
38
Cresset Asset Management
Illinois
$225K
HighTower Advisors
39
HighTower Advisors
Illinois
$210K +$221K +5,795 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$126K +$133K +3,484 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$101K +$107K +2,791 New
PTC
42
Private Trust Company
Ohio
$72.6K
HBW
43
Hazlett, Burt & Watson
West Virginia
$44K -$3.9K -102 -8%
HIA
44
Harbor Investment Advisory
Maryland
$22.3K +$11.5K +300 +95%
MSWM
45
Mowery & Schoenfeld Wealth Management
Illinois
$18.1K +$7.64K +200 +67%
SWM
46
Spire Wealth Management
Virginia
$1.09K +$1.15K +30 New