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EA Bridgeway Blue Chip ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3434 (0)

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.82M -$14.5K -1,574 -0.5%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.92M +$400K +43,537 +29%
LPL Financial
3
LPL Financial
California
$1.25M -$124K -13,535 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.1M +$195K +21,227 +23%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$716K -$12.4K -1,351 -2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$607K +$139K +15,123 +32%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$587K +$35.5K +3,863 +7%
CA
8
Claro Advisors
Massachusetts
$468K +$111K +12,034 +34%
PBF
9
Petix & Botte Financial
California
$401K +$187K +20,360 +100%
CA
10
Cetera Advisors
Colorado
$391K -$22.6K -2,457 -6%
DAS
11
Dynamic Advisor Solutions
Arizona
$387K +$362K +39,361 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$373K +$17.3K +1,882 +5%
AT
13
American Trust
Kentucky
$354K -$81.7K -8,885 -20%
BCM
14
Bridgeway Capital Management
Texas
$341K +$319K +34,652 New
NWM
15
Northwest Wealth Management
Iowa
$307K -$2.58K -280 -0.9%
AWM
16
Accel Wealth Management
Iowa
$280K +$262K +28,507 New
AAS
17
Avantax Advisory Services
Texas
$241K -$460 -50 -0.2%
BPA
18
Beacon Pointe Advisors
California
$239K -$4.46K -485 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$217K -$15.2K -1,650 -7%
Morgan Stanley
20
Morgan Stanley
New York
$209K -$27.8K -3,021 -12%
RWM
21
Revisor Wealth Management
Ohio
$197K +$184K +19,998 New
MWM
22
Modera Wealth Management
New Jersey
$192K +$180K +19,546 New
EFS
23
Essex Financial Services
Connecticut
$181K
Truist Financial
24
Truist Financial
North Carolina
$166K -$14.6K -1,585 -9%
Citadel Advisors
25
Citadel Advisors
Florida
$161K -$87.7K -9,535 -37%

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.