BBLU stock icon

EA Bridgeway Blue Chip ETF
BBLU

12.90 USD
-0.02
0.15%
Updated Oct 22, 10:47 AM EDT
1 day
-0.15%
5 days
0.16%
1 month
1.90%
3 months
4.71%
6 months
15.59%
Year to date
24.88%
1 year
36.22%
5 years
28.23%
0
Funds holding %
of 6,740 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

51% more capital invested

Capital invested by funds: $33.9M [Q1] → $51.2M (+$17.3M) [Q2]

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

6.2% more ownership

Funds ownership: 22.38% [Q1] → 28.58% (+6.2%) [Q2]

0% more funds holding

Funds holding: 40 [Q1] → 40 (+0) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

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Research analyst outlook

We haven’t received any recent analyst ratings for BBLU.

See Analyst Rankings

Financial journalist opinion

Positive
Seeking Alpha
2 months ago
BBLU: An Active Blue-Chip Strategy Worth Considering
BBLU is actively managed, with a focus on top-quality blue chips. It can ignore certain sectors. At this point, there are no materials, real estate, or utilities in its portfolio. Since being converted into an ETF in October 2022, BBLU has outperformed the iShares Core S&P 500 ETF (IVV) in 14 months out of 19. It has also delivered stronger risk-adjusted returns compared to QQQ. The current version of the portfolio has 37 stocks. Capturing about 50% of IVV's portfolio, it has stronger quality and a higher adjusted earnings yield.
BBLU: An Active Blue-Chip Strategy Worth Considering
Positive
Seeking Alpha
5 months ago
BBLU: A Promising Start In A Competitive Field
Ea Bridgeway Blue Chip ETF is an actively managed fund that aims to outperform passive large-cap averages. The fund uses a disciplined, quantitative approach to select and weight its portfolio holdings. Investing in blue-chip stocks provides stability and potential for long-term growth, but investors should consider their investment horizon, risk tolerance, diversification, and fees.
BBLU: A Promising Start In A Competitive Field
Neutral
Seeking Alpha
8 months ago
BBLU: This Actively-Managed ETF Is Different From SPY
BBLU is a low-cost actively-managed fund that recently reorganized from a mutual fund to an ETF. Since July 1997, it's outperformed SPY with slightly less volatility. Normally, this record impresses me, but I found most of the outperformance attributed to the dot-com era that might not be relevant anymore. Furthermore, there's some evidence of closet indexing. The benefit is that BBLU's expense ratio is only 0.15%, and managers appear skilled at identifying the small group of stocks that drive the market's return and risk features.
BBLU: This Actively-Managed ETF Is Different From SPY
Positive
Seeking Alpha
10 months ago
EA Bridgeway Blue Chip ETF: A Solid Low Fee Active ETF
The EA Bridgeway Blue Chip ETF is an actively managed fund with a low expense ratio of 0.15%. BBLU has a solid historical performance track record, consistently outperforming the S&P 500. The fund holds a well-diversified portfolio of blue chip stocks and is underweight the two largest capitalization companies in the world.
EA Bridgeway Blue Chip ETF: A Solid Low Fee Active ETF
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