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EA Bridgeway Omni Small-Cap Value ETF
BSVO

93 hedge funds and large institutions have $1.46B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

70% more funds holding in top 10

Funds holding in top 10: 10 → 17 (+7)

21% more funds holding

Funds holding: 77 → 93 (+16)

13% more capital invested

Capital invested by funds: $1.29B → $1.46B (+$169M)

8.38% more ownership

Funds ownership: 89.2% → 97.57% (+8.4%)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.22%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.22%
New
20
Increased
26
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$64.1M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$26.5M
3
AF
Allworth Financial
California
+$10.4M
4
CA
Claris Advisors
Missouri
+$5.18M
5
DWM
Dopkins Wealth Management
New York
+$3.79M

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.32M
2
FFM
Forum Financial Management
Illinois
-$1.41M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$675K
4
Jane Street
Jane Street
New York
-$666K
5
HIGP
Hill Investment Group Partners
Missouri
-$550K
Name Holding Trade Value Shares
Change 		Change in
Stake
BMWS
26
Brady Martz Wealth Solutions
North Dakota
$3.45M +$3.58M +159,405 New
JTWM
27
Jackson Thornton Wealth Management
Alabama
$3.39M -$18.8K -836 -0.5%
NWM
28
Northwest Wealth Management
Iowa
$3.37M +$504K +22,420 +17%
RCM
29
RB Capital Management
Nevada
$2.89M +$31.3K +1,392 +1%
BAM
30
Bayshore Asset Management
Florida
$2.8M -$5.22K -232 -0.2%
DWA
31
Delap Wealth Advisory
Oregon
$2.76M -$33.9K -1,509 -1%
BFG
32
Berger Financial Group
Minnesota
$2.73M +$2.83M +126,011 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$2.57M -$4.32M -191,934 -62%
IA
34
IFG Advisors
Missouri
$2.56M +$59.8K +2,659 +2%
PAS
35
Park Avenue Securities
New York
$2.46M +$1.11M +49,355 +77%
MGIA
36
Moneta Group Investment Advisors
Missouri
$2.34M – – –
CWA
37
CogentBlue Wealth Advisors
Tennessee
$2.22M +$2.3M +102,425 New
LPL Financial
38
LPL Financial
California
$2.11M +$1.8M +80,089 +463%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.1M +$1.84M +81,892 +546%
JP Morgan Chase
40
JP Morgan Chase
New York
$2.09M – – –
CPA
41
Capital Performance Advisors
California
$2.03M +$181K +8,052 +9%
PWM
42
PBMares Wealth Management
Virginia
$1.64M +$1.82K +81 +0.1%
IWS
43
Integrity Wealth Solutions
Colorado
$1.52M +$47.9K +2,130 +3%
CHJWM
44
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.26M – – –
WW
45
Waterfront Wealth
Kansas
$1.2M – – –
MW
46
Marcum Wealth
Ohio
$1.12M +$7.26K +323 +0.6%
BP
47
Ballentine Partners
Massachusetts
$1.07M -$28.6K -1,272 -3%
SP
48
Symmetry Partners
Connecticut
$972K +$1.01M +44,918 New
SC
49
Savant Capital
Illinois
$944K – – –
KF
50
Krilogy Financial
Missouri
$935K -$12.6K -562 -1%
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BSVO Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q4 2024, worth a combined $1.46B — up 13% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSVO positions and 4 closed out — a net gain of 16 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $64.1M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.32M.

  • 93 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $1.46B of EA Bridgeway Omni Small-Cap Value ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 20 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $64.1M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q4 2024 was Carson Wealth (CWM LLC), an estimated $4.32M sold.

Based on aggregated 13F filings for Q4 2024.