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EA Bridgeway Omni Small-Cap Value ETF

66 hedge funds and large institutions have $919M invested in EA Bridgeway Omni Small-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
0.97%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
12
Increased
26
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MW
26
Marcum Wealth
Ohio
$1.09M +$8.36K +398 +0.8%
BP
27
Ballentine Partners
Massachusetts
$1.06M
SC
28
Savant Capital
Illinois
$916K +$8.3K +395 +0.9%
NWM
29
Northwest Wealth Management
Iowa
$907K +$155K +7,393 +21%
IA
30
IFG Advisors
Missouri
$893K +$4.9K +233 +0.6%
KF
31
Krilogy Financial
Missouri
$881K +$5.21K +248 +0.6%
MWM
32
Merriman Wealth Management
Washington
$867K +$867K +41,236 New
BHWM
33
Beaird Harris Wealth Management
Texas
$853K
FT
34
Fiduciary Trust
Massachusetts
$834K
DWA
35
Delap Wealth Advisory
Oregon
$791K -$51.2K -2,436 -6%
LWM
36
LJI Wealth Management
Indiana
$689K -$3.78K -180 -0.5%
AQR Capital Management
37
AQR Capital Management
Connecticut
$655K +$655K +31,178 New
Morgan Stanley
38
Morgan Stanley
New York
$625K +$317K +15,108 +103%
VWA
39
Visionary Wealth Advisors
Illinois
$615K -$24.5K -1,164 -4%
SWA
40
Sax Wealth Advisors
New Jersey
$599K -$37.2K -1,771 -6%
Creative Planning
41
Creative Planning
Kansas
$598K +$441 +21 +0.1%
SWP
42
Stratos Wealth Partners
Ohio
$549K -$82.9K -3,945 -13%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$547K +$547K +26,037 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$523K +$7.32K +348 +1%
BCM
45
Bridgeway Capital Management
Texas
$519K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$416K -$91.2K -4,340 -18%
SPP
47
Single Point Partners
Massachusetts
$392K -$205K -9,766 -34%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$355K +$355K +16,897 New
IWS
49
Integrity Wealth Solutions
Colorado
$340K +$340K +16,201 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$330K