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EA Bridgeway Blue Chip ETF

41 hedge funds and large institutions have $33.9M invested in EA Bridgeway Blue Chip ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

88% more capital invested

Capital invested by funds: $18M → $33.9M (+$15.9M)

17% more funds holding

Funds holding: 3541 (+6)

8.69% more ownership

Funds ownership: 13.73%22.41% (+8.7%)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
7
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$196K
BPA
27
Beacon Pointe Advisors
California
$195K -$35.5K -3,225 -16%
TFS
28
Thoroughbred Financial Services
Tennessee
$193K +$183K +16,576 New
AAS
29
Avantax Advisory Services
Texas
$173K -$7.12K -646 -4%
PBF
30
Petix & Botte Financial
California
$137K -$129K -11,720 -50%
TAM
31
Townsend Asset Management
North Carolina
$130K
EFS
32
Essex Financial Services
Connecticut
$123K
FHA
33
Flagship Harbor Advisors
Massachusetts
$123K
NA
34
NewEdge Advisors
Louisiana
$74.1K -$4.32K -392 -6%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$28K +$26.2K +2,378 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$25.7K
UBS Group
37
UBS Group
Switzerland
$20.8K +$19.6K +1,781 New
NS
38
NBC Securities
Alabama
$3K
S
39
SignatureFD
Georgia
$840 +$794 +72 New
SPIA
40
Steward Partners Investment Advisory
New York
$163
Wells Fargo
41
Wells Fargo
California
$6
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$248K -23,921 Closed
MML Investors Services
43
MML Investors Services
Massachusetts
-$245K -23,556 Closed
ASN
44
Advisory Services Network
Georgia
-$21.4K -2,062 Closed
US Bancorp
45
US Bancorp
Minnesota
-$1.28K -123 Closed

BBLU Hedge Fund Activity: Q1 2024 in Review

41 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Blue Chip ETF (BBLU) for Q1 2024, worth a combined $33.9M — up 88% from $18M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BBLU positions and 4 closed out — a net gain of 7 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was WFA Asset Management, opening a new position worth an estimated $7.61M. The largest seller was Morgan Stanley, cutting an estimated $377K.

  • 41 institutional investors held EA Bridgeway Blue Chip ETF (BBLU) as of Q1 2024, up from 35 in Q4 2023.
  • Funds reported $33.9M of EA Bridgeway Blue Chip ETF stock for Q1 2024, up 88% quarter-over-quarter.
  • 11 funds opened new EA Bridgeway Blue Chip ETF positions in Q1 2024 and 4 closed out, a net change of +7 holders.
  • The largest EA Bridgeway Blue Chip ETF buyer in Q1 2024 was WFA Asset Management, an estimated $7.61M added.
  • The largest EA Bridgeway Blue Chip ETF seller in Q1 2024 was Morgan Stanley, an estimated $377K sold.

Based on aggregated 13F filings for Q1 2024.