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EA Bridgeway Omni Small-Cap Value ETF
BSVO

Overview Fund Activity

72 hedge funds and large institutions have $1.16B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-6
Holders Change %
-7.69%
% of All Funds
1.05%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
8
Increased
22
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$594M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$275M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$7.33M
4
SIMC
4
Squire Investment Management Company
Utah
$16.6M
5
PCM
5
Peirce Capital Management
Texas
$31.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.4K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
Jane Street
3
Jane Street
New York
$0
4
CA
4
Claris Advisors
Missouri
$29.3M
5
DWM
5
Dopkins Wealth Management
New York
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
26
Capital Performance Advisors
California
$1.48M +$4.87K +239 +0.3%
IWS
27
Integrity Wealth Solutions
Colorado
$1.39M +$1.06M +52,021 +321%
PAS
28
Park Avenue Securities
New York
$1.32M +$80.8K +3,966 +7%
CHJWM
29
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.3M +$1.3M +56,934 New
AQR Capital Management
30
AQR Capital Management
Connecticut
$1.27M +$638K +31,318 +100%
WW
31
Waterfront Wealth
Kansas
$1.12M – – –
MW
32
Marcum Wealth
Ohio
$1.05M – – –
BP
33
Ballentine Partners
Massachusetts
$1.03M – – –
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$1.01M +$629K +30,881 +164%
KF
35
Krilogy Financial
Missouri
$892K +$40.7K +2,000 +5%
BHWM
36
Beaird Harris Wealth Management
Texas
$827K – – –
Mariner
37
Mariner
Kansas
$790K +$790K +38,788 New
FT
38
Fiduciary Trust
Massachusetts
$789K – – –
SC
39
Savant Capital
Illinois
$776K +$776K +38,070 New
Creative Planning
40
Creative Planning
Kansas
$660K +$61.8K +3,033 +10%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$637K +$131K +6,435 +26%
LWM
42
LJI Wealth Management
Indiana
$599K -$14.2K -696 -2%
SWA
43
Sax Wealth Advisors
New Jersey
$580K – – –
VWA
44
Visionary Wealth Advisors
Illinois
$557K – – –
SWP
45
Stratos Wealth Partners
Ohio
$556K – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$544K +$544K +26,757 New
CCFM
47
Clear Creek Financial Management
Washington
$520K +$520K +25,502 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$508K – – –
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$475K -$611 -30 -0.1%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$422K +$102K +5,011 +32%
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