EA Bridgeway Blue Chip ETF
BBLU
34 hedge funds and large institutions have $14.5M invested in EA Bridgeway Blue Chip ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
61% more capital invested
Capital invested by funds: $9.04M → $14.5M (+$5.51M)
1.97% more ownership
Funds ownership: 9.74% → 11.71% (+2%)
0% more funds holding
Funds holding: 34 → 34 (0)
56% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$400K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$362K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$319K |
| 4 |
AWM
Accel Wealth Management
Waverly,
Iowa
|
+$262K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$124K |
| 2 |
SG
StoneX Group
New York
|
-$104K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$98.2K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$87.7K |
| 5 |
AT
American Trust
Lexington,
Kentucky
|
-$81.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Jane Street
New York
| $131K | +$122K | +13,318 | New |
|
|
FHA
27
Flagship Harbor Advisors
Boston,
Massachusetts
| $104K | -$16.7K | -1,813 | -15% |
|
|
BWM
28
Baystate Wealth Management
Boston,
Massachusetts
| $95.6K | -$4.34K | -472 | -5% |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $75.1K | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $21.7K | -$46 | -5 | -0.2% |
|
31
Wells Fargo
San Francisco,
California
| $16.4K | – | – | – |
|
|
TFGT
32
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | -$8.16K | -887 | -86% |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $138 | – | – | – |
|
|
MG
34
Mather Group
Chicago,
Illinois
| $10 | +$9 | +1 | New |
|
|
SG
35
StoneX Group
New York
| – | -$104K | -11,700 | Closed |
|
|
36
Creative Planning
Overland Park,
Kansas
| – | -$98.2K | -11,071 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$66.3K | -7,474 | Closed |
|
|
ASN
38
Advisory Services Network
Atlanta,
Georgia
| – | -$36.4K | -4,099 | Closed |
|
BBLU Hedge Fund Activity: Q2 2023 in Review
34 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Blue Chip ETF (BBLU) for Q2 2023, worth a combined $14.5M — up 61% from $9.04M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BBLU positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 16 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $400K. The largest seller was LPL Financial, cutting an estimated $124K.
- 34 institutional investors held EA Bridgeway Blue Chip ETF (BBLU) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $14.5M of EA Bridgeway Blue Chip ETF stock for Q2 2023, up 61% quarter-over-quarter.
- 7 funds opened new EA Bridgeway Blue Chip ETF positions in Q2 2023 and 4 closed out, a net change of +3 holders.
- The largest EA Bridgeway Blue Chip ETF buyer in Q2 2023 was Osaic Holdings, an estimated $400K added.
- The largest EA Bridgeway Blue Chip ETF seller in Q2 2023 was LPL Financial, an estimated $124K sold.
Based on aggregated 13F filings for Q2 2023.