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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
Osaic Holdings
1
Osaic Holdings
Arizona
$1.34M -$8.33M -980,932 -87%
LPL Financial
2
LPL Financial
California
$1.25M -$104K -12,258 -8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$802K +$512K +60,210 +200%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$657K +$82.6K +9,723 +15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$495K +$3.08K +362 +0.7%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$413K -$1.82M -214,459 -82%
AT
7
American Trust
Kentucky
$406K -$264K -31,036 -41%
CA
8
Cetera Advisors
Colorado
$374K -$535K -62,913 -60%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$320K +$14.3K +1,683 +5%
CA
10
Claro Advisors
Massachusetts
$316K +$71.1K +8,371 +31%
NWM
11
Northwest Wealth Management
Iowa
$279K -$36.5K -4,291 -12%
Citadel Advisors
12
Citadel Advisors
Florida
$229K +$220K +25,849 New
BPA
13
Beacon Pointe Advisors
California
$219K -$16.6K -1,953 -7%
AAS
14
Avantax Advisory Services
Texas
$218K +$50K +5,886 +31%
Morgan Stanley
15
Morgan Stanley
New York
$215K +$58.7K +6,910 +40%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$210K +$19.7K +2,317 +11%
PBF
17
Petix & Botte Financial
California
$181K +$173K +20,360 New
BAM
18
Baldrige Asset Management
Pennsylvania
$168K
Truist Financial
19
Truist Financial
North Carolina
$163K +$13.5K +1,585 +9%
EFS
20
Essex Financial Services
Connecticut
$163K
FHA
21
Flagship Harbor Advisors
Massachusetts
$109K
SG
22
StoneX Group
New York
$104K -$28K -3,300 -22%
Creative Planning
23
Creative Planning
Kansas
$98.2K -$40K -4,708 -30%
BWM
24
Baystate Wealth Management
Massachusetts
$90.4K +$86.6K +10,189 New
NA
25
NewEdge Advisors
Louisiana
$67.7K -$7.58K -892 -10%

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.