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EA Bridgeway Blue Chip ETF

34 hedge funds and large institutions have $9.04M invested in EA Bridgeway Blue Chip ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

13.57% less ownership

Funds ownership: 23.31%9.74% (-14%)

21% less funds holding

Funds holding: 4334 (-9)

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

73% less capital invested

Capital invested by funds: $33.6M → $9.04M (-$24.6M)

Holders
34
Holders Change
-9
Holders Change %
-20.93%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
12
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$66.3K -$206K -24,211 -76%
ASN
27
Advisory Services Network
Georgia
$36.4K +$2.19K +258 +7%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$19.6K -$1.19K -140 -6%
Wells Fargo
29
Wells Fargo
California
$14.8K
TFGT
30
TS Financial Group (TSFG)
Illinois
$9K
AIP
31
Ahrens Investment Partners
Louisiana
$3.1K +$2.96K +349 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.56K +$598K +70,326 +32%
SPIA
33
Steward Partners Investment Advisory
New York
$124
CPFP
34
Clear Perspectives Financial Planning
Ohio
$9
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
-$12.2M -1,515,948 Closed
JMPWA
36
JP Morgan Private Wealth Advisors
California
-$1.26M -156,732 Closed
CAM
37
Cresset Asset Management
Illinois
-$324K -30,486 Closed
CB
38
Cadence Bank
Mississippi
-$143K -17,783 Closed
TF
39
TIAA FSB
Florida
-$93.3K -11,594 Closed
BF
40
BOK Financial
Oklahoma
-$86.6K -10,761 Closed
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
-$31K -3,891 Closed
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
-$18K -2,247 Closed
IA
43
IFP Advisors
Florida
-$14K -1,424 Closed
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
-$5.74K -713 Closed
BlackRock
45
BlackRock
New York
-$40 -5 Closed
MCC
46
Money Concepts Capital
Florida
-$16 -2 Closed

BBLU Hedge Fund Activity: Q1 2023 in Review

34 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Blue Chip ETF (BBLU) for Q1 2023, worth a combined $9.04M — down 73% from $33.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BBLU and 4 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $598K. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $12.2M sold.

  • 34 institutional investors held EA Bridgeway Blue Chip ETF (BBLU) as of Q1 2023, down from 43 in Q4 2022.
  • Funds reported $9.04M of EA Bridgeway Blue Chip ETF stock for Q1 2023, down 73% quarter-over-quarter.
  • 4 funds opened new EA Bridgeway Blue Chip ETF positions in Q1 2023 and 12 closed out, a net change of -8 holders.
  • The largest EA Bridgeway Blue Chip ETF buyer in Q1 2023 was Commonwealth Equity Services, an estimated $598K added.
  • The largest EA Bridgeway Blue Chip ETF seller in Q1 2023 was CAPTRUST Financial Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2023.