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EA Bridgeway Omni Small-Cap Value ETF

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
Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.84%
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
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
26
Beaird Harris Wealth Management
Texas
$724K
SWP
27
Stratos Wealth Partners
Ohio
$660K
NWM
28
Northwest Wealth Management
Iowa
$630K -$35.7K -2,004 -5%
LWM
29
LJI Wealth Management
Indiana
$590K +$544K +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 +$507K +28,413 New
Creative Planning
33
Creative Planning
Kansas
$507K
DWA
34
Delap Wealth Advisory
Oregon
$505K -$151K -8,484 -23%
BAG
35
Briggs Advisory Group
Rhode Island
$463K -$33.7K -1,889 -7%
BCM
36
Bridgeway Capital Management
Texas
$440K +$440K +24,689 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$431K +$124K +6,956 +40%
V
38
Veritable
Delaware
$301K -$221K -12,399 -42%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$285K +$71.1K +3,991 +33%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$280K -$38.8K -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 +$197K +11,069 New
AC
47
Apella Capital
Connecticut
$180K +$180K +10,116 New
TIM
48
Thompson Investment Management
Wisconsin
$128K
Morgan Stanley
49
Morgan Stanley
New York
$109K +$109K +6,099 New
PA
50
Parallel Advisors
California
$80.5K