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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
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
Shares
Change %
MFIM
1
Mesirow Financial Investment Management
Illinois
$70M +$20.6M +685,919 +42%
TWM
2
Tanglewood Wealth Management
Texas
$33.4M -$1.25M -41,519 -4%
VP
3
Verum Partners
North Carolina
$33M +$2.66M +88,487 +9%
NF
4
NavPoint Financial
Minnesota
$9.44M +$443K +14,738 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$5.38M +$5.1M +169,847 +1,846%
Wells Fargo
6
Wells Fargo
California
$4.7M +$271K +9,011 +6%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$4.4M +$734K +24,438 +20%
CIA
8
Compass Ion Advisors
Pennsylvania
$3.82M -$659K -21,943 -15%
EA
9
Eclectic Associates
California
$2.35M +$805K +26,809 +52%
PAG
10
Private Advisor Group
New Jersey
$2.13M -$74.4K -2,477 -3%
ATC
11
Argent Trust Co
Tennessee
$1.52M +$602K +20,048 +66%
Jane Street
12
Jane Street
New York
$1.5M +$1.5M +50,000 New
MWA
13
Mills Wealth Advisors
Texas
$710K +$349K +11,623 +97%
SWP
14
Stratos Wealth Partners
Ohio
$335K -$35.2K -1,173 -10%
US Bancorp
15
US Bancorp
Minnesota
$312K -$42K -1,400 -12%
CAM
16
Cresset Asset Management
Illinois
$290K +$290K +9,653 New
LA
17
Lakeside Advisors
Washington
$288K
JIC
18
Joel Isaacson & Co
New York
$207K -$14.6K -487 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$111K
Comerica Bank
20
Comerica Bank
Texas
$90.8K +$90.8K +3,023 New
PTC
21
Private Trust Company
Ohio
$60.1K
HBW
22
Hazlett, Burt & Watson
West Virginia
$9K +$9K +298 New
HIA
23
Harbor Investment Advisory
Maryland
$4.96K +$4.96K +165 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$2.84M -93,787 Closed
LC
25
Legacy CG
Texas
-$411K -13,587 Closed