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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
WAM
1
WFA Asset Management
Wisconsin
$8.06M +$7.61M +690,401 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.76M +$2.1M +190,532 +63%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.29M -$142K -12,905 -4%
DAS
4
Dynamic Advisor Solutions
Arizona
$2.25M -$1.38K -125 -0.1%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.83M -$92.1K -8,355 -5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.76M +$1.26M +114,580 +318%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.29M +$344K +31,183 +39%
LPL Financial
8
LPL Financial
California
$1.01M -$62.4K -5,661 -6%
AAS
9
Ameritas Advisory Services
Nebraska
$950K +$903K +81,921 New
Jane Street
10
Jane Street
New York
$720K +$680K +61,669 New
CA
11
Claro Advisors
Massachusetts
$639K +$36.2K +3,286 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$588K +$181K +16,444 +49%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$569K -$6.58K -597 -1%
AT
14
American Trust
Kentucky
$466K +$20.1K +1,827 +5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$427K +$403K +36,568 New
CA
16
Cetera Advisors
Colorado
$400K
Morgan Stanley
17
Morgan Stanley
New York
$341K -$377K -34,214 -54%
AWM
18
Accel Wealth Management
Iowa
$330K
IA
19
IFP Advisors
Florida
$317K +$300K +27,204 New
NWM
20
Northwest Wealth Management
Iowa
$312K -$12.5K -1,137 -4%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$312K +$294K +26,697 New
BCM
22
Bridgeway Capital Management
Texas
$253K -$143K -13,000 -38%
MWM
23
Modera Wealth Management
New Jersey
$228K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$217K +$205K +18,594 New
Citadel Advisors
25
Citadel Advisors
Florida
$212K +$6.59K +598 +3%

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.