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EA Bridgeway Omni Small-Cap Value ETF
BSVO

45 hedge funds and large institutions have $237M invested in EA Bridgeway Omni Small-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

30.12% more ownership

Funds ownership: 0% → 30.12% (+30%)

Holders
45
Holders Change
+45
Holders Change %
–
% of All Funds
0.72%
Holding in Top 10
8
Holding in Top 10 Change
+8
Holding in Top 10 Change %
% of All Funds
0.13%
New
45
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$79.3M
2
KAM
KEB Asset Management
Illinois
+$30.9M
3
HIGP
Hill Investment Group Partners
Missouri
+$26.4M
4
CA
Claris Advisors
Missouri
+$23.3M
5
FFM
Forum Financial Management
Illinois
+$14.3M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
26
LJI Wealth Management
Indiana
$580K +$571K +33,085 New
MGIA
27
Moneta Group Investment Advisors
Missouri
$568K +$560K +32,424 New
VWA
28
Visionary Wealth Advisors
Illinois
$533K +$526K +30,424 New
SWA
29
Sax Wealth Advisors
New Jersey
$530K +$523K +30,254 New
V
30
Veritable
Delaware
$514K +$506K +29,296 New
Creative Planning
31
Creative Planning
Kansas
$498K +$491K +28,417 New
BAG
32
Briggs Advisory Group
Rhode Island
$489K +$482K +27,877 New
Jane Street
33
Jane Street
New York
$345K +$340K +19,685 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$314K +$309K +17,903 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$302K +$298K +17,234 New
TFA
36
Triad Financial Advisors
North Carolina
$274K +$270K +15,619 New
LPL Financial
37
LPL Financial
California
$257K +$254K +14,676 New
PAG
38
Private Advisor Group
New Jersey
$225K +$222K +12,836 New
PL
39
Plancorp LLC
Missouri
$224K +$221K +12,785 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$210K +$207K +12,003 New
TIM
41
Thompson Investment Management
Wisconsin
$126K +$124K +7,195 New
UBS Group
42
UBS Group
Switzerland
$94.5K +$93.1K +5,391 New
PA
43
Parallel Advisors
California
$79.1K +$78K +4,513 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$34.8K +$34.3K +1,986 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$222 +$219K +12,703 New
1
2

BSVO Hedge Fund Activity: Q1 2023 in Review

45 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q1 2023, worth a combined $237M.

Buyers outnumbered sellers: 45 funds opened new BSVO positions and 0 closed out — a net gain of 45 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Focus Partners Advisor Solutions, opening a new position worth an estimated $79.3M.

  • 45 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q1 2023, up from 0 in Q4 2022.
  • Funds reported $237M of EA Bridgeway Omni Small-Cap Value ETF stock for Q1 2023.
  • 45 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q1 2023 and 0 closed out, a net change of +45 holders.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q1 2023 was Focus Partners Advisor Solutions, an estimated $79.3M added.

Based on aggregated 13F filings for Q1 2023.