FPA Global Equity ETF
FPAG
10 hedge funds and large institutions have $79.3M invested in FPA Global Equity ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
87% more capital invested
Capital invested by funds: $42.5M → $79.3M (+$36.8M)
11% more funds holding
Funds holding: 9 → 10 (+1)
9.62% more ownership
Funds ownership: 76.19% → 85.81% (+9.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$16.2M |
| 2 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$8.3M |
| 3 |
VP
Verum Partners
Charlotte,
North Carolina
|
+$3.11M |
| 4 |
NF
NavPoint Financial
Prior Lake,
Minnesota
|
+$1.62M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.77K |
| 2 |
Morgan Stanley
New York
|
-$54 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFIM
1
Mesirow Financial Investment Management
Chicago,
Illinois
| $35.5M | +$8.3M | +304,404 | +33% |
|
|
TWM
2
Tanglewood Wealth Management
Houston,
Texas
| $17.1M | +$16.2M | +593,568 | New |
|
|
VP
3
Verum Partners
Charlotte,
North Carolina
| $13M | +$3.11M | +114,129 | +34% |
|
|
NF
4
NavPoint Financial
Prior Lake,
Minnesota
| $8.27M | +$1.62M | +59,486 | +26% |
|
|
CIA
5
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $2.58M | +$451K | +16,531 | +23% |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $1.44M | +$1.07M | +39,171 | +366% |
|
|
ATC
7
Argent Trust Co
Nashville,
Tennessee
| $672K | +$176K | +6,470 | +39% |
|
8
US Bancorp
Minneapolis,
Minnesota
| $341K | +$322K | +11,800 | New |
|
|
LA
9
Lakeside Advisors
Seattle,
Washington
| $271K | +$13.6K | +500 | +6% |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $107K | -$4.77K | -175 | -5% |
|
|
11
Morgan Stanley
New York
| – | -$54 | -2 | Closed |
|
FPAG Hedge Fund Activity: Q1 2024 in Review
10 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FPA Global Equity ETF (FPAG) for Q1 2024, worth a combined $79.3M — up 87% from $42.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FPAG positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Tanglewood Wealth Management, opening a new position worth an estimated $16.2M. The largest seller was Osaic Holdings, cutting an estimated $4.77K.
- 10 institutional investors held FPA Global Equity ETF (FPAG) as of Q1 2024, up from 9 in Q4 2023.
- Funds reported $79.3M of FPA Global Equity ETF stock for Q1 2024, up 87% quarter-over-quarter.
- 2 funds opened new FPA Global Equity ETF positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest FPA Global Equity ETF buyer in Q1 2024 was Tanglewood Wealth Management, an estimated $16.2M added.
- The largest FPA Global Equity ETF seller in Q1 2024 was Osaic Holdings, an estimated $4.77K sold.
Based on aggregated 13F filings for Q1 2024.