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EA Bridgeway Omni Small-Cap Value ETF
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Overview Fund Activity

78 hedge funds and large institutions have $1.12B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.13%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
18
Increased
21
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$258M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$588M
3
SIMC
3
Squire Investment Management Company
Utah
$13.9M
4
PCM
4
Peirce Capital Management
Texas
$30.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.67M
2
Jane Street
2
Jane Street
New York
$648K
3
SC
3
Savant Capital
Illinois
$0
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
BAM
5
Bayshore Asset Management
Florida
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
WW
26
Waterfront Wealth
Kansas
$1.12M 55,203 – –
MW
27
Marcum Wealth
Ohio
$1.09M 51,419 -439 -0.8%
BP
28
Ballentine Partners
Massachusetts
$1.07M 50,537 – –
NWM
29
Northwest Wealth Management
Iowa
$981K 46,117 +2,967 +7%
IA
30
IFG Advisors
Missouri
$958K 45,061 +2,544 +6%
KF
31
Krilogy Financial
Missouri
$888K 41,768 -170 -0.4%
BHWM
32
Beaird Harris Wealth Management
Texas
$863K 40,599 – –
MWM
33
Merriman Wealth Management
Washington
$842K 39,577 -1,659 -4%
FT
34
Fiduciary Trust
Massachusetts
$824K 38,751 -958 -2%
AQR Capital Management
35
AQR Capital Management
Connecticut
$663K 31,178 – –
Jane Street
36
Jane Street
New York
$648K 30,478 -126,205 -81%
LWM
37
LJI Wealth Management
Indiana
$640K 30,093 -2,699 -8%
Creative Planning
38
Creative Planning
Kansas
$624K 29,364 +926 +3%
SWA
39
Sax Wealth Advisors
New Jersey
$606K 28,483 – –
VWA
40
Visionary Wealth Advisors
Illinois
$581K 27,334 -1,926 -7%
SWP
41
Stratos Wealth Partners
Ohio
$581K 27,310 +1,183 +5%
Two Sigma Investments
42
Two Sigma Investments
New York
$547K 25,700 +25,700 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$530K 24,914 +33 +0.1%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$528K 24,811 -1,226 -5%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$496K 23,342 +3,535 +18%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$401K 18,875 +18,875 New
CCWM
47
Cassaday & Co Wealth Management
Virginia
$370K 17,415 +17,415 New
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$359K 16,897 – –
IWS
49
Integrity Wealth Solutions
Colorado
$345K 16,201 – –
LPL Financial
50
LPL Financial
California
$338K 15,900 +617 +4%
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