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EA Bridgeway Omni Small-Cap Value ETF
BSVO

Overview Fund Activity

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
Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.24%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.23%
New
20
Increased
26
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$368M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$677M
3
AF
3
Allworth Financial
California
$10.3M
4
CA
4
Claris Advisors
Missouri
$37.7M
5
DWM
5
Dopkins Wealth Management
New York
$7.18M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$2.57M
2
FFM
2
Forum Financial Management
Illinois
$14.4M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
HIGP
5
Hill Investment Group Partners
Missouri
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMWS
26
Brady Martz Wealth Solutions
North Dakota
$3.45M +$3.45M +159,405 New
JTWM
27
Jackson Thornton Wealth Management
Alabama
$3.39M -$18.1K -836 -0.5%
NWM
28
Northwest Wealth Management
Iowa
$3.37M +$485K +22,420 +17%
RCM
29
RB Capital Management
Nevada
$2.89M +$30.1K +1,392 +1%
BAM
30
Bayshore Asset Management
Florida
$2.8M -$5.02K -232 -0.2%
DWA
31
Delap Wealth Advisory
Oregon
$2.76M -$32.7K -1,509 -1%
BFG
32
Berger Financial Group
Minnesota
$2.73M +$2.73M +126,011 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$2.57M -$4.15M -191,934 -62%
IA
34
IFG Advisors
Missouri
$2.56M +$57.6K +2,659 +2%
PAS
35
Park Avenue Securities
New York
$2.46M +$1.07M +49,355 +77%
MGIA
36
Moneta Group Investment Advisors
Missouri
$2.34M – – –
CWA
37
CogentBlue Wealth Advisors
Tennessee
$2.22M +$2.22M +102,425 New
LPL Financial
38
LPL Financial
California
$2.11M +$1.73M +80,089 +463%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.1M +$1.77M +81,892 +546%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$2.09M – – –
CPA
41
Capital Performance Advisors
California
$2.03M +$174K +8,052 +9%
PWM
42
PBMares Wealth Management
Virginia
$1.64M +$1.75K +81 +0.1%
IWS
43
Integrity Wealth Solutions
Colorado
$1.52M +$46.1K +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 +$6.99K +323 +0.6%
BP
47
Ballentine Partners
Massachusetts
$1.07M -$27.5K -1,272 -3%
SP
48
Symmetry Partners
Connecticut
$972K +$972K +44,918 New
SC
49
Savant Capital
Illinois
$944K – – –
KF
50
Krilogy Financial
Missouri
$935K -$12.2K -562 -1%
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