BSVO icon

EA Bridgeway Omni Small-Cap Value ETF
BSVO

Overview Fund Activity

77 hedge funds and large institutions have $1.29B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.11%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
10
Increased
17
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$665M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$312M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$3.43M
4
KAM
4
KEB Asset Management
Illinois
$44.8M
5
SIMC
5
Squire Investment Management Company
Utah
$19.8M

Top Sellers

1
DWM
1
Dopkins Wealth Management
New York
$3.59M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$6.86M
3
LFA
3
Lauterbach Financial Advisors
Texas
$7.69M
4
DWA
4
Delap Wealth Advisory
Oregon
$2.85M
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
26
Capital Performance Advisors
California
$1.89M +$286K +12,964 +18%
PWM
27
PBMares Wealth Management
Virginia
$1.67M – – –
IWS
28
Integrity Wealth Solutions
Colorado
$1.51M – – –
PAS
29
Park Avenue Securities
New York
$1.42M -$10.1K -457 -0.7%
CHJWM
30
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.23M – – –
WW
31
Waterfront Wealth
Kansas
$1.2M – – –
Two Sigma Investments
32
Two Sigma Investments
New York
$1.2M +$795K +36,000 +197%
MW
33
Marcum Wealth
Ohio
$1.14M – – –
BP
34
Ballentine Partners
Massachusetts
$1.12M – – –
KF
35
Krilogy Financial
Missouri
$967K – – –
SC
36
Savant Capital
Illinois
$963K +$122K +5,538 +15%
BHWM
37
Beaird Harris Wealth Management
Texas
$897K – – –
FT
38
Fiduciary Trust
Massachusetts
$856K – – –
Mariner
39
Mariner
Kansas
$841K -$15.6K -708 -2%
Creative Planning
40
Creative Planning
Kansas
$716K – – –
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$675K -$424K -19,200 -39%
Jane Street
42
Jane Street
New York
$666K +$666K +30,129 New
LWM
43
LJI Wealth Management
Indiana
$641K -$8.66K -392 -1%
HighTower Advisors
44
HighTower Advisors
Illinois
$636K +$45.1K +2,044 +8%
SWA
45
Sax Wealth Advisors
New Jersey
$629K – – –
VWA
46
Visionary Wealth Advisors
Illinois
$592K -$11.8K -533 -2%
CCFM
47
Clear Creek Financial Management
Washington
$562K -$1.46K -66 -0.3%
SWP
48
Stratos Wealth Partners
Ohio
$550K -$52.8K -2,390 -9%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$550K +$22 +1 +0%
NA
50
NewEdge Advisors
Louisiana
$484K +$484K +21,929 New
1
2
3 4