FPA Global Equity ETF
FPAG
21 hedge funds and large institutions have $147M invested in FPA Global Equity ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
17% more funds holding
Funds holding: 18 → 21 (+3)
10% more capital invested
Capital invested by funds: $134M → $147M (+$12.9M)
1.2% less ownership
Funds ownership: 87.15% → 85.96% (-1.2%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VP
Verum Partners
Charlotte,
North Carolina
|
+$13.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.57M |
| 3 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$3.75M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.9M |
| 5 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
-$12M |
| 2 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$435K |
| 3 |
Jane Street
New York
|
-$268K |
| 4 |
MP
McDonald Partners
Cleveland,
Ohio
|
-$201K |
| 5 |
JIC
Joel Isaacson & Co
New York
|
-$7.43K |
FPAG Hedge Fund Activity: Q4 2024 in Review
21 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in FPA Global Equity ETF (FPAG) for Q4 2024, worth a combined $147M — up 9.6% from $134M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FPAG positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Verum Partners, adding an estimated $13.1M. The largest seller was Legacy CG, cutting an estimated $12M.
- 21 institutional investors held FPA Global Equity ETF (FPAG) as of Q4 2024, up from 18 in Q3 2024.
- Funds reported $147M of FPA Global Equity ETF stock for Q4 2024, up 9.6% quarter-over-quarter.
- 5 funds opened new FPA Global Equity ETF positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest FPA Global Equity ETF buyer in Q4 2024 was Verum Partners, an estimated $13.1M added.
- The largest FPA Global Equity ETF seller in Q4 2024 was Legacy CG, an estimated $12M sold.
Based on aggregated 13F filings for Q4 2024.