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FPA Global Equity ETF

28 hedge funds and large institutions have $199M invested in FPA Global Equity ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

11% more capital invested

Capital invested by funds: $179M → $199M (+$19.6M)

4% more funds holding

Funds holding: 2728 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.88% less ownership

Funds ownership: 83.67%82.79% (-0.88%)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
17
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
1
Mesirow Financial Investment Management
Illinois
$70.7M +$4.46M +126,950 +7%
TWM
2
Tanglewood Wealth Management
Texas
$38.4M -$876K -24,936 -2%
VP
3
Verum Partners
North Carolina
$33.6M +$1.02M +29,094 +3%
NF
4
NavPoint Financial
Minnesota
$12M +$31.8K +906 +0.3%
Raymond James Financial
5
Raymond James Financial
Florida
$10.7M +$1.09M +30,965 +12%
EA
6
Eclectic Associates
California
$6.56M +$1.98M +56,332 +44%
Wells Fargo
7
Wells Fargo
California
$6.2M +$186K +5,288 +3%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$5.07M +$87.1K +2,480 +2%
CIA
9
Compass Ion Advisors
Pennsylvania
$4.08M +$52.2K +1,487 +1%
ATC
10
Argent Trust Co
Tennessee
$2.39M +$323K +9,201 +16%
PAG
11
Private Advisor Group
New Jersey
$2.36M +$30.3K +861 +1%
MWA
12
Mills Wealth Advisors
Texas
$1.51M +$355K +10,118 +32%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.47M +$965K +27,474 +205%
Jane Street
14
Jane Street
New York
$1.03M +$76.8K +2,187 +8%
SWP
15
Stratos Wealth Partners
Ohio
$539K +$136K +3,870 +35%
US Bancorp
16
US Bancorp
Minnesota
$373K
LA
17
Lakeside Advisors
Washington
$344K
JIC
18
Joel Isaacson & Co
New York
$273K +$25.7K +731 +11%
P
19
&Partners
Tennessee
$235K +$230K +6,549 New
MP
20
McDonald Partners
Ohio
$233K
CFG
21
Certior Financial Group
Pennsylvania
$232K +$422 +12 +0.2%
CAM
22
Cresset Asset Management
Illinois
$223K
Osaic Holdings
23
Osaic Holdings
Arizona
$108K +$56.2K +1,600 +111%
Comerica Bank
24
Comerica Bank
Texas
$100K -$5.76K -164 -6%
PTC
25
Private Trust Company
Ohio
$71.7K

FPAG Hedge Fund Activity: Q3 2025 in Review

28 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in FPA Global Equity ETF (FPAG) for Q3 2025, worth a combined $199M — up 11% from $179M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FPAG positions and 1 closed out — a net gain of 1 holder — while 17 added to existing stakes and 2 trimmed.

The largest buyer was Mesirow Financial Investment Management, adding an estimated $4.46M. The largest seller was Tanglewood Wealth Management, cutting an estimated $876K.

  • 28 institutional investors held FPA Global Equity ETF (FPAG) as of Q3 2025, up from 27 in Q2 2025.
  • Funds reported $199M of FPA Global Equity ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 2 funds opened new FPA Global Equity ETF positions in Q3 2025 and 1 closed out, a net change of +1 holder.
  • The largest FPA Global Equity ETF buyer in Q3 2025 was Mesirow Financial Investment Management, an estimated $4.46M added.
  • The largest FPA Global Equity ETF seller in Q3 2025 was Tanglewood Wealth Management, an estimated $876K sold.

Based on aggregated 13F filings for Q3 2025.