FPA NEW INCOME FUND-INST (FPNIX) Institutional Ownership Changes & 13F Activity
FPA NEW INCOME FUND-INST (FPNIX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wealthspire Advisors, Llc, Ethos Financial Group, Llc, First Merchants Corp, and Financial Gravity Asset Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, Llc | Buy | +142,973 | — | 142,973 | $1.42M | Q2 2026 | Aug 11, 2026 |
| Ethos Financial Group, Llc | Buy | +42,592 | — | 42,592 | $420.81K | Q2 2026 | Aug 07, 2026 |
| First Merchants Corp | Buy | +7,613 | +1.7% | 444,123 | $4.41M | Q2 2026 | Jul 15, 2026 |
| Financial Gravity Asset Management, Inc. | Sell | -24 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
Frequently asked questions about FPNIX activity
Which institutional owners are buying FPNIX?
Institutional owners buying FPNIX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FPNIX activity?
"Buy" means an investor increased their reported position in FPNIX compared to the prior reporting period. This reflects growing exposure to FPA NEW INCOME FUND-INST (FPNIX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FPNIX increasing?
Institutional interest in FPNIX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.