We are live on ! Find out more
BSVO icon

EA Bridgeway Omni Small-Cap Value ETF
BSVO

53 hedge funds and large institutions have $644M invested in EA Bridgeway Omni Small-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

171% more capital invested

Capital invested by funds: $237M → $644M (+$407M)

53.74% more ownership

Funds ownership: 30.12% → 83.86% (+54%)

18% more funds holding

Funds holding: 45 → 53 (+8)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.83%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
9
Increased
11
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$368M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$14.6M
3
LWM
LJI Wealth Management
Indiana
+$6.65M
4
BP
Ballentine Partners
Massachusetts
+$864K
5
KAM
Kraft Asset Management
Tennessee
+$832K

Top Sellers

Rank Fund Capital Flow
1
HIGP
Hill Investment Group Partners
Missouri
-$882K
2
FFM
Forum Financial Management
Illinois
-$794K
3
Jane Street
Jane Street
New York
-$345K
4
V
Veritable
Delaware
-$212K
5
DWA
Delap Wealth Advisory
Oregon
-$145K
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
26
Beaird Harris Wealth Management
Texas
$724K – – –
SWP
27
Stratos Wealth Partners
Ohio
$660K – – –
NWM
28
Northwest Wealth Management
Iowa
$630K -$34.3K -2,004 -5%
LWM
29
LJI Wealth Management
Indiana
$590K +$6.65M +388,891 +1,175%
VWA
30
Visionary Wealth Advisors
Illinois
$542K – – –
SWA
31
Sax Wealth Advisors
New Jersey
$539K – – –
SPP
32
Single Point Partners
Massachusetts
$507K +$486K +28,413 New
Creative Planning
33
Creative Planning
Kansas
$507K – – –
DWA
34
Delap Wealth Advisory
Oregon
$505K -$145K -8,484 -23%
BAG
35
Briggs Advisory Group
Rhode Island
$463K -$32.3K -1,889 -7%
BCM
36
Bridgeway Capital Management
Texas
$440K +$422K +24,689 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$431K +$119K +6,956 +40%
V
38
Veritable
Delaware
$301K -$212K -12,399 -42%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$285K +$68.2K +3,991 +33%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$280K -$37.2K -2,177 -12%
TFA
41
Triad Financial Advisors
North Carolina
$278K – – –
LPL Financial
42
LPL Financial
California
$262K – – –
PAG
43
Private Advisor Group
New Jersey
$250K – – –
PL
44
Plancorp LLC
Missouri
$228K – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$226K – – –
EWM
46
Endurance Wealth Management
Rhode Island
$197K +$189K +11,069 New
AC
47
Apella Capital
Connecticut
$180K +$173K +10,116 New
TIM
48
Thompson Investment Management
Wisconsin
$128K – – –
Morgan Stanley
49
Morgan Stanley
New York
$109K +$104K +6,099 New
PA
50
Parallel Advisors
California
$80.5K – – –
1
2
3

BSVO Hedge Fund Activity: Q2 2023 in Review

53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q2 2023, worth a combined $644M — up 171% from $237M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSVO positions and 1 closed out — a net gain of 8 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $368M. The largest seller was Hill Investment Group Partners, cutting an estimated $882K.

  • 53 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q2 2023, up from 45 in Q1 2023.
  • Funds reported $644M of EA Bridgeway Omni Small-Cap Value ETF stock for Q2 2023, up 171% quarter-over-quarter.
  • 9 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q2 2023 and 1 closed out, a net change of +8 holders.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q2 2023 was Buckingham Strategic Wealth, an estimated $368M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q2 2023 was Hill Investment Group Partners, an estimated $882K sold.

Based on aggregated 13F filings for Q2 2023.