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FPA Global Equity ETF

18 hedge funds and large institutions have $134M invested in FPA Global Equity ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
8
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MFIM
1
Mesirow Financial Investment Management
Illinois
$47.1M 1,522,367 +157,435 +12%
TWM
2
Tanglewood Wealth Management
Texas
$34.5M 1,114,984 +41,393 +4%
VP
3
Verum Partners
North Carolina
$18.1M 586,079 +40,686 +7%
LC
4
Legacy CG
Texas
$12.4M 400,371 +12,426 +3%
NF
5
NavPoint Financial
Minnesota
$9.03M 292,062 +1,994 +0.7%
CIA
6
Compass Ion Advisors
Pennsylvania
$5.05M 163,237 +163,237 New
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$2.73M 88,272 +88,272 New
PAG
8
Private Advisor Group
New Jersey
$2.09M 67,733 +7,240 +12%
ATC
9
Argent Trust Co
Tennessee
$813K 26,306 +1,000 +4%
EA
10
Eclectic Associates
California
$676K 21,854 +21,854 New
US Bancorp
11
US Bancorp
Minnesota
$365K 11,800
LA
12
Lakeside Advisors
Washington
$297K 9,600
MWA
13
Mills Wealth Advisors
Texas
$284K 9,179 +9,179 New
Jane Street
14
Jane Street
New York
$268K 8,659 -34,519 -80%
JIC
15
Joel Isaacson & Co
New York
$235K 7,616 +820 +12%
MP
16
McDonald Partners
Ohio
$201K 6,500 +6,500 New
Osaic Holdings
17
Osaic Holdings
Arizona
$107K 3,450 +3,450 New
IHWM
18
Iron Horse Wealth Management
Iowa
$5.16K 167 +167 New
FTUS
19
Flow Traders U.S.
New York
-11,592 Closed
UBS Group
20
UBS Group
Switzerland
-7,974 Closed
CFGS
21
Concourse Financial Group Securities
Alabama