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FPA Global Equity ETF
FPAG

Overview Fund Activity

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.

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
5
Increased
10
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VP
1
Verum Partners
North Carolina
$30.6M
2
Wells Fargo
2
Wells Fargo
California
$4.47M
3
MFIM
3
Mesirow Financial Investment Management
Illinois
$49.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.84M
5
TWM
5
Tanglewood Wealth Management
Texas
$35M

Top Sellers

1
LC
1
Legacy CG
Texas
$411K
2
CIA
2
Compass Ion Advisors
Pennsylvania
$4.52M
3
Jane Street
3
Jane Street
New York
$0
4
MP
4
McDonald Partners
Ohio
$0
5
JIC
5
Joel Isaacson & Co
New York
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
MFIM
1
Mesirow Financial Investment Management
Illinois
$49.8M 1,643,464 +121,097 +8%
TWM
2
Tanglewood Wealth Management
Texas
$35M 1,154,987 +40,003 +4%
VP
3
Verum Partners
North Carolina
$30.6M 1,009,192 +423,113 +72%
NF
4
NavPoint Financial
Minnesota
$9.07M 299,557 +7,495 +3%
CIA
5
Compass Ion Advisors
Pennsylvania
$4.52M 149,192 -14,045 -9%
Wells Fargo
6
Wells Fargo
California
$4.47M 147,530 +147,530 New
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$3.69M 121,997 +33,725 +38%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.84M 93,787 +93,787 New
PAG
9
Private Advisor Group
New Jersey
$2.22M 73,412 +5,679 +8%
EA
10
Eclectic Associates
California
$1.55M 51,327 +29,473 +135%
ATC
11
Argent Trust Co
Tennessee
$921K 30,406 +4,100 +16%
LC
12
Legacy CG
Texas
$411K 13,587 -386,784 -97%
SWP
13
Stratos Wealth Partners
Ohio
$373K 12,325 +12,325 New
MWA
14
Mills Wealth Advisors
Texas
$364K 12,023 +2,844 +31%
US Bancorp
15
US Bancorp
Minnesota
$357K 11,800 – –
LA
16
Lakeside Advisors
Washington
$291K 9,600 – –
Raymond James Financial
17
Raymond James Financial
Florida
$279K 9,200 +9,200 New
JIC
18
Joel Isaacson & Co
New York
$223K 7,376 -240 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$112K 3,685 +235 +7%
PTC
20
Private Trust Company
Ohio
$60.6K 2,000 +2,000 New
IHWM
21
Iron Horse Wealth Management
Iowa
$5.06K 167 – –
Jane Street
22
Jane Street
New York
– – -8,659 Closed
MP
23
McDonald Partners
Ohio
– – -6,500 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –