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EA Bridgeway Blue Chip ETF
BBLU

35 hedge funds and large institutions have $18M invested in EA Bridgeway Blue Chip ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $13.9M → $18M (+$4.11M)

1.48% more ownership

Funds ownership: 12.25% → 13.73% (+1.5%)

5% less funds holding

Funds holding: 37 → 35 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.52M
2
DAS
Dynamic Advisor Solutions
Arizona
+$383K
3
Morgan Stanley
Morgan Stanley
New York
+$312K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$238K
5
MML Investors Services
MML Investors Services
Massachusetts
+$234K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$280K
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$215K
3
AAS
Ameritas Advisory Services
Nebraska
-$181K
4
RWM
Revisor Wealth Management
Ohio
-$162K
5
LPL Financial
LPL Financial
California
-$109K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
26
Essex Financial Services
Connecticut
$109K – – –
FHA
27
Flagship Harbor Advisors
Massachusetts
$109K – – –
BWM
28
Baystate Wealth Management
Massachusetts
$92.8K +$1.47K +148 +2%
NA
29
NewEdge Advisors
Louisiana
$70K -$4.68K -471 -7%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$22.8K – – –
ASN
31
Advisory Services Network
Georgia
$21.4K +$20.5K +2,062 New
NS
32
NBC Securities
Alabama
$3K – – –
US Bancorp
33
US Bancorp
Minnesota
$1.28K +$1.22K +123 New
SPIA
34
Steward Partners Investment Advisory
New York
$145 – – –
Wells Fargo
35
Wells Fargo
California
$5 +$10 +1 New
AAS
36
Ameritas Advisory Services
Nebraska
– -$181K -18,721 Closed
RWM
37
Revisor Wealth Management
Ohio
– -$162K -16,899 Closed
AAS
38
Annex Advisory Services
Wisconsin
– -$104K -10,812 Closed
HGERS
39
Householder Group Estate & Retirement Specialist
Arizona
– -$89.1K -9,303 Closed
UBS Group
40
UBS Group
Switzerland
– -$14.8K -1,549 Closed
TFGT
41
TS Financial Group (TSFG)
Illinois
– -$1K -143 Closed
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
– -$968 -101 Closed
PA
43
Parallel Advisors
California
– -$594 -62 Closed
1
2

BBLU Hedge Fund Activity: Q4 2023 in Review

35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Blue Chip ETF (BBLU) for Q4 2023, worth a combined $18M — up 30% from $13.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BBLU and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 8 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.52M. The largest seller was Osaic Holdings, cutting an estimated $280K.

  • 35 institutional investors held EA Bridgeway Blue Chip ETF (BBLU) as of Q4 2023, down from 37 in Q3 2023.
  • Funds reported $18M of EA Bridgeway Blue Chip ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 6 funds opened new EA Bridgeway Blue Chip ETF positions in Q4 2023 and 8 closed out, a net change of -2 holders.
  • The largest EA Bridgeway Blue Chip ETF buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $2.52M added.
  • The largest EA Bridgeway Blue Chip ETF seller in Q4 2023 was Osaic Holdings, an estimated $280K sold.

Based on aggregated 13F filings for Q4 2023.