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EA Bridgeway Omni Small-Cap Value ETF
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Overview Fund Activity

62 hedge funds and large institutions have $740M invested in EA Bridgeway Omni Small-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.99%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
13
Increased
13
Reduced
17
Closed
3
Calls
–
Puts
$27K
Net Calls
-$27K
Net Calls Change
-$27K

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$134M
2
BSW
Buckingham Strategic Wealth
Missouri
$417M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.3M
4
CA
Claris Advisors
Missouri
$26.6M
5
KAM
KEB Asset Management
Illinois
$33.8M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$603K
2
KAM
Kraft Asset Management
Tennessee
$4.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$267K
4
FFM
Forum Financial Management
Illinois
$14.2M
5
SWP
Stratos Wealth Partners
Ohio
$550K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFG Advisors
Missouri
$773K -$9.3K -509 -1%
KF
27
Krilogy Financial
Missouri
$762K – – –
BHWM
28
Beaird Harris Wealth Management
Texas
$742K – – –
DWA
29
Delap Wealth Advisory
Oregon
$732K +$215K +11,741 +41%
FT
30
Fiduciary Trust
Massachusetts
$726K -$21.4K -1,169 -3%
NWM
31
Northwest Wealth Management
Iowa
$653K +$8.06K +441 +1%
LWM
32
LJI Wealth Management
Indiana
$603K -$7.11M -389,004 -92%
VWA
33
Visionary Wealth Advisors
Illinois
$556K – – –
SWA
34
Sax Wealth Advisors
New Jersey
$553K – – –
SWP
35
Stratos Wealth Partners
Ohio
$550K -$127K -6,929 -19%
Creative Planning
36
Creative Planning
Kansas
$519K – – –
SPP
37
Single Point Partners
Massachusetts
$519K – – –
BCM
38
Bridgeway Capital Management
Texas
$451K – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$448K +$216K +11,830 +93%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$441K +$149K +8,153 +51%
FTUS
41
Flow Traders U.S.
New York
$413K +$413K +22,576 New
BAG
42
Briggs Advisory Group
Rhode Island
$387K -$88.3K -4,834 -19%
PFO
43
Pathstone Family Office
New Jersey
$309K +$309K +16,897 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$287K – – –
TFA
45
Triad Financial Advisors
North Carolina
$285K – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$267K -$175K -9,572 -40%
Morgan Stanley
47
Morgan Stanley
New York
$267K +$156K +8,513 +140%
LPL Financial
48
LPL Financial
California
$263K -$5.48K -300 -2%
KAS
49
Kestra Advisory Services
Texas
$254K +$254K +13,923 New
PAG
50
Private Advisor Group
New Jersey
$235K – – –
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2
3