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FPA Global Equity ETF

27 hedge funds and large institutions have $179M invested in FPA Global Equity ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding

Funds holding: 2327 (+4)

3% more capital invested

Capital invested by funds: $174M → $179M (+$5.25M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

12.1% less ownership

Funds ownership: 95.77%83.67% (-12%)

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
9
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
1
Mesirow Financial Investment Management
Illinois
$62.7M -$15.1M -484,907 -21%
TWM
2
Tanglewood Wealth Management
Texas
$37.3M -$496K -15,943 -1%
VP
3
Verum Partners
North Carolina
$30.9M -$5.89M -189,548 -17%
NF
4
NavPoint Financial
Minnesota
$11.4M +$638K +20,511 +7%
Raymond James Financial
5
Raymond James Financial
Florida
$9.06M +$2.72M +87,545 +49%
Wells Fargo
6
Wells Fargo
California
$5.7M +$347K +11,176 +7%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$4.78M -$231K -7,447 -5%
EA
8
Eclectic Associates
California
$4.3M +$1.51M +48,457 +62%
CIA
9
Compass Ion Advisors
Pennsylvania
$3.82M -$463K -14,909 -12%
PAG
10
Private Advisor Group
New Jersey
$2.21M -$186K -5,987 -8%
ATC
11
Argent Trust Co
Tennessee
$1.95M +$218K +7,028 +14%
MWA
12
Mills Wealth Advisors
Texas
$1.09M +$259K +8,329 +35%
Jane Street
13
Jane Street
New York
$901K -$730K -23,491 -47%
FTUS
14
Flow Traders U.S.
New York
$523K +$478K +15,388 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$455K +$416K +13,390 New
SWP
16
Stratos Wealth Partners
Ohio
$379K +$93 +3 +0%
US Bancorp
17
US Bancorp
Minnesota
$354K
LA
18
Lakeside Advisors
Washington
$326K
JIC
19
Joel Isaacson & Co
New York
$235K +$280 +9 +0.1%
MP
20
McDonald Partners
Ohio
$221K +$202K +6,500 New
CFG
21
Certior Financial Group
Pennsylvania
$219K +$201K +6,455 New
CAM
22
Cresset Asset Management
Illinois
$211K -$107K -3,438 -36%
Comerica Bank
23
Comerica Bank
Texas
$100K -$2.11K -68 -2%
PTC
24
Private Trust Company
Ohio
$68K
Osaic Holdings
25
Osaic Holdings
Arizona
$48.8K -$69.9K -2,250 -61%

FPAG Hedge Fund Activity: Q2 2025 in Review

27 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FPA Global Equity ETF (FPAG) for Q2 2025, worth a combined $179M — up 3% from $174M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FPAG positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.72M. The largest seller was Mesirow Financial Investment Management, cutting an estimated $15.1M.

  • 27 institutional investors held FPA Global Equity ETF (FPAG) as of Q2 2025, up from 23 in Q1 2025.
  • Funds reported $179M of FPA Global Equity ETF stock for Q2 2025, up 3% quarter-over-quarter.
  • 4 funds opened new FPA Global Equity ETF positions in Q2 2025 and 0 closed out, a net change of +4 holders.
  • The largest FPA Global Equity ETF buyer in Q2 2025 was Raymond James Financial, an estimated $2.72M added.
  • The largest FPA Global Equity ETF seller in Q2 2025 was Mesirow Financial Investment Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2025.