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EA Bridgeway Blue Chip ETF

52 hedge funds and large institutions have $68.6M invested in EA Bridgeway Blue Chip ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $61.1M → $68.6M (+$7.48M)

11% more funds holding

Funds holding: 4752 (+5)

0.96% more ownership

Funds ownership: 29.37%30.33% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
20
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
WFA Asset Management
Wisconsin
$17.4M +$1.61M +123,288 +10%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.16M +$6.13M +468,563 +588%
Raymond James Financial
3
Raymond James Financial
Florida
$5.69M +$5.71M +436,037 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.49M +$135K +10,284 +3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.77M +$414K +31,641 +9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.23M +$1.01M +76,910 +45%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.21M -$3.79M -289,571 -54%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.12M +$413K +31,540 +15%
DAS
9
Dynamic Advisor Solutions
Arizona
$2.86M +$102K +7,800 +4%
AAS
10
Ameritas Advisory Services
Nebraska
$1.58M +$186K +14,227 +13%
KAS
11
Kestra Advisory Services
Texas
$1.22M +$1.23M +93,806 New
MA
12
Mutual Advisors
Nebraska
$1.07M +$625K +47,763 +141%
LPL Financial
13
LPL Financial
California
$1.01M +$43.4K +3,318 +4%
GWM
14
Geneos Wealth Management
Colorado
$928K +$931K +71,142 New
CIA
15
Concurrent Investment Advisors
Florida
$927K +$619K +47,305 +200%
TFS
16
Thoroughbred Financial Services
Tennessee
$750K +$198K +15,136 +36%
GS
17
GWN Securities
Florida
$673K +$651K +49,747 New
WS
18
Wedbush Securities
California
$586K +$405K +30,900 +220%
AT
19
American Trust
Kentucky
$575K +$67.6K +5,163 +13%
MCA
20
Magnolia Capital Advisors
Mississippi
$525K +$526K +40,213 New
CA
21
Claro Advisors
Massachusetts
$516K +$4.32K +330 +0.8%
BCG
22
Bravias Capital Group
New Jersey
$515K +$503K +38,414 New
IA
23
IFP Advisors
Florida
$492K -$511 -39 -0.1%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$436K -$152K -11,642 -26%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$347K +$88.5K +6,756 +34%

BBLU Hedge Fund Activity: Q4 2024 in Review

52 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Blue Chip ETF (BBLU) for Q4 2024, worth a combined $68.6M — up 12% from $61.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BBLU positions and 6 closed out — a net gain of 6 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $6.13M. The largest seller was MML Investors Services, cutting an estimated $4.39M.

  • 52 institutional investors held EA Bridgeway Blue Chip ETF (BBLU) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $68.6M of EA Bridgeway Blue Chip ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 12 funds opened new EA Bridgeway Blue Chip ETF positions in Q4 2024 and 6 closed out, a net change of +6 holders.
  • The largest EA Bridgeway Blue Chip ETF buyer in Q4 2024 was Janney Montgomery Scott, an estimated $6.13M added.
  • The largest EA Bridgeway Blue Chip ETF seller in Q4 2024 was MML Investors Services, an estimated $4.39M sold.

Based on aggregated 13F filings for Q4 2024.