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EA Bridgeway Omni Small-Cap Value ETF
BSVO

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

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

24% more capital invested

Capital invested by funds: $740M → $919M (+$179M)

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

6% more funds holding

Funds holding: 62 → 66 (+4)

5.36% less ownership

Funds ownership: 88.46% → 83.09% (-5.4%)

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
0.96%
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
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$54.3M
2
Jane Street
Jane Street
New York
+$2.95M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.89M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.7M
5
MGIA
Moneta Group Investment Advisors
Missouri
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
-$35.9M
2
DWM
Dopkins Wealth Management
New York
-$924K
3
HIGP
Hill Investment Group Partners
Missouri
-$865K
4
FTUS
Flow Traders U.S.
New York
-$413K
5
FFM
Forum Financial Management
Illinois
-$343K
Name Holding Trade Value Shares
Change 		Change in
Stake
MW
26
Marcum Wealth
Ohio
$1.09M +$7.49K +398 +0.8%
BP
27
Ballentine Partners
Massachusetts
$1.06M – – –
SC
28
Savant Capital
Illinois
$916K +$7.43K +395 +0.9%
NWM
29
Northwest Wealth Management
Iowa
$907K +$139K +7,393 +21%
IA
30
IFG Advisors
Missouri
$893K +$4.38K +233 +0.6%
KF
31
Krilogy Financial
Missouri
$881K +$4.67K +248 +0.6%
MWM
32
Merriman Wealth Management
Washington
$867K +$776K +41,236 New
BHWM
33
Beaird Harris Wealth Management
Texas
$853K – – –
FT
34
Fiduciary Trust
Massachusetts
$834K – – –
DWA
35
Delap Wealth Advisory
Oregon
$791K -$45.8K -2,436 -6%
LWM
36
LJI Wealth Management
Indiana
$689K -$3.39K -180 -0.5%
AQR Capital Management
37
AQR Capital Management
Connecticut
$655K +$587K +31,178 New
Morgan Stanley
38
Morgan Stanley
New York
$625K +$284K +15,108 +103%
VWA
39
Visionary Wealth Advisors
Illinois
$615K -$21.9K -1,164 -4%
SWA
40
Sax Wealth Advisors
New Jersey
$599K -$33.3K -1,771 -6%
Creative Planning
41
Creative Planning
Kansas
$598K +$395 +21 +0.1%
SWP
42
Stratos Wealth Partners
Ohio
$549K -$74.2K -3,945 -13%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$547K +$490K +26,037 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$523K +$6.55K +348 +1%
BCM
45
Bridgeway Capital Management
Texas
$519K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$416K -$81.7K -4,340 -18%
SPP
47
Single Point Partners
Massachusetts
$392K -$184K -9,766 -34%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$355K +$318K +16,897 New
IWS
49
Integrity Wealth Solutions
Colorado
$340K +$305K +16,201 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$330K – – –
1
2
3

BSVO Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q4 2023, worth a combined $919M — up 24% from $740M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSVO positions and 4 closed out — a net gain of 8 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Buckingham Strategic Wealth, adding an estimated $54.3M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $35.9M.

  • 66 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q4 2023, up from 62 in Q3 2023.
  • Funds reported $919M of EA Bridgeway Omni Small-Cap Value ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 12 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q4 2023 and 4 closed out, a net change of +8 holders.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q4 2023 was Buckingham Strategic Wealth, an estimated $54.3M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q4 2023 was Focus Partners Advisor Solutions, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2023.