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FPA Global Equity ETF

23 hedge funds and large institutions have $174M invested in FPA Global Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

18% more capital invested

Capital invested by funds: $147M → $174M (+$26.9M)

9.81% more ownership

Funds ownership: 85.96%95.77% (+9.8%)

10% more funds holding

Funds holding: 2123 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
1
Mesirow Financial Investment Management
Illinois
$70M +$21.4M +685,919 +42%
TWM
2
Tanglewood Wealth Management
Texas
$33.4M -$1.3M -41,519 -4%
VP
3
Verum Partners
North Carolina
$33M +$2.77M +88,487 +9%
NF
4
NavPoint Financial
Minnesota
$9.44M +$461K +14,738 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$5.38M +$5.31M +169,847 +1,846%
Wells Fargo
6
Wells Fargo
California
$4.7M +$282K +9,011 +6%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$4.4M +$764K +24,438 +20%
CIA
8
Compass Ion Advisors
Pennsylvania
$3.82M -$686K -21,943 -15%
EA
9
Eclectic Associates
California
$2.35M +$838K +26,809 +52%
PAG
10
Private Advisor Group
New Jersey
$2.13M -$77.5K -2,477 -3%
ATC
11
Argent Trust Co
Tennessee
$1.52M +$627K +20,048 +66%
Jane Street
12
Jane Street
New York
$1.5M +$1.56M +50,000 New
MWA
13
Mills Wealth Advisors
Texas
$710K +$363K +11,623 +97%
SWP
14
Stratos Wealth Partners
Ohio
$335K -$36.7K -1,173 -10%
US Bancorp
15
US Bancorp
Minnesota
$312K -$43.8K -1,400 -12%
CAM
16
Cresset Asset Management
Illinois
$290K +$302K +9,653 New
LA
17
Lakeside Advisors
Washington
$288K
JIC
18
Joel Isaacson & Co
New York
$207K -$15.2K -487 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$111K
Comerica Bank
20
Comerica Bank
Texas
$90.8K +$94.5K +3,023 New
PTC
21
Private Trust Company
Ohio
$60.1K
HBW
22
Hazlett, Burt & Watson
West Virginia
$9K +$9.32K +298 New
HIA
23
Harbor Investment Advisory
Maryland
$4.96K +$5.16K +165 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$2.84M -93,787 Closed
LC
25
Legacy CG
Texas
-$411K -13,587 Closed

FPAG Hedge Fund Activity: Q1 2025 in Review

23 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FPA Global Equity ETF (FPAG) for Q1 2025, worth a combined $174M — up 18% from $147M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FPAG positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Mesirow Financial Investment Management, adding an estimated $21.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.84M sold.

  • 23 institutional investors held FPA Global Equity ETF (FPAG) as of Q1 2025, up from 21 in Q4 2024.
  • Funds reported $174M of FPA Global Equity ETF stock for Q1 2025, up 18% quarter-over-quarter.
  • 5 funds opened new FPA Global Equity ETF positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest FPA Global Equity ETF buyer in Q1 2025 was Mesirow Financial Investment Management, an estimated $21.4M added.
  • The largest FPA Global Equity ETF seller in Q1 2025 was Susquehanna International Group, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2025.