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FPA Global Equity ETF

34 hedge funds and large institutions have $230M invested in FPA Global Equity ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more funds holding

Funds holding: 2834 (+6)

16% more capital invested

Capital invested by funds: $199M → $230M (+$31.3M)

5.35% less ownership

Funds ownership: 82.79%77.44% (-5.4%)

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
8
Increased
15
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
1
Mesirow Financial Investment Management
Illinois
$60.5M -$12.4M -341,550 -17%
TWM
2
Tanglewood Wealth Management
Texas
$40.3M +$479K +13,153 +1%
VP
3
Verum Partners
North Carolina
$35.4M +$600K +16,489 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$19.8M +$19.4M +533,070 New
NF
5
NavPoint Financial
Minnesota
$13.3M +$873K +23,972 +7%
Raymond James Financial
6
Raymond James Financial
Florida
$10.4M -$613K -16,839 -6%
EA
7
Eclectic Associates
California
$8.64M +$1.82M +49,865 +27%
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$7.84M +$2.54M +69,739 +49%
Wells Fargo
9
Wells Fargo
California
$6.42M -$910 -25 -0%
CIA
10
Compass Ion Advisors
Pennsylvania
$3.91M -$302K -8,304 -7%
DFS
11
Demming Financial Services
Ohio
$3.73M +$3.66M +100,615 New
ATC
12
Argent Trust Co
Tennessee
$3.72M +$1.22M +33,539 +50%
PAG
13
Private Advisor Group
New Jersey
$2.63M +$188K +5,157 +8%
OBWG
14
Onyx Bridge Wealth Group
New York
$2.58M +$2.53M +69,518 New
AFG
15
Allegheny Financial Group
Pennsylvania
$2.04M +$2M +54,943 New
MWA
16
Mills Wealth Advisors
Texas
$1.82M +$253K +6,938 +16%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.73M +$206K +5,656 +14%
P
18
&Partners
Tennessee
$1.27M +$755K +20,749 +317%
SWP
19
Stratos Wealth Partners
Ohio
$967K +$402K +11,047 +74%
EH
20
Equitable Holdings
New York
$456K +$447K +12,284 New
US Bancorp
21
US Bancorp
Minnesota
$386K
CFG
22
Certior Financial Group
Pennsylvania
$379K +$136K +3,735 +58%
LA
23
Lakeside Advisors
Washington
$356K
JIC
24
Joel Isaacson & Co
New York
$290K +$7.06K +194 +3%
MP
25
McDonald Partners
Ohio
$241K

FPAG Hedge Fund Activity: Q4 2025 in Review

34 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FPA Global Equity ETF (FPAG) for Q4 2025, worth a combined $230M — up 16% from $199M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FPAG positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $19.4M. The largest seller was Mesirow Financial Investment Management, cutting an estimated $12.4M.

  • 34 institutional investors held FPA Global Equity ETF (FPAG) as of Q4 2025, up from 28 in Q3 2025.
  • Funds reported $230M of FPA Global Equity ETF stock for Q4 2025, up 16% quarter-over-quarter.
  • 8 funds opened new FPA Global Equity ETF positions in Q4 2025 and 2 closed out, a net change of +6 holders.
  • The largest FPA Global Equity ETF buyer in Q4 2025 was Bank of New York Mellon, an estimated $19.4M added.
  • The largest FPA Global Equity ETF seller in Q4 2025 was Mesirow Financial Investment Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2025.