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EA Bridgeway Omni Small-Cap Value ETF
BSVO

94 hedge funds and large institutions have $1.3B invested in EA Bridgeway Omni Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+1)

1% more funds holding

Funds holding: 93 → 94 (+1)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

2.7% less ownership

Funds ownership: 97.57% → 94.88% (-2.7%)

11% less capital invested

Capital invested by funds: $1.46B → $1.3B (-$159M)

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.26%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
7
Increased
28
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$14.4M
2
HWA
HMV Wealth Advisors
Louisiana
+$4.4M
3
BMWS
Brady Martz Wealth Solutions
North Dakota
+$3.46M
4
PWP
Parkwoods Wealth Partners
New York
+$2.45M
5
PCM
Peirce Capital Management
Texas
+$2.2M

Top Sellers

Rank Fund Capital Flow
1
HIGP
Hill Investment Group Partners
Missouri
-$24M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$9.81M
3
KAM
KEB Asset Management
Illinois
-$4.24M
4
KAM
Kraft Asset Management
Tennessee
-$2.56M
5
PAS
Park Avenue Securities
New York
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
26
Northwest Wealth Management
Iowa
$3.64M +$659K +31,394 +20%
EAM
27
Evanson Asset Management
California
$3.62M – – –
RCM
28
RB Capital Management
Nevada
$2.83M +$249K +11,848 +9%
JTWM
29
Jackson Thornton Wealth Management
Alabama
$2.78M +$3.9K +186 +0.1%
BAM
30
Bayshore Asset Management
Florida
$2.65M +$148K +7,045 +5%
DWA
31
Delap Wealth Advisory
Oregon
$2.55M +$80.3K +3,825 +3%
BFG
32
Berger Financial Group
Minnesota
$2.45M – – –
IA
33
IFG Advisors
Missouri
$2.3M – – –
PWP
34
Parkwoods Wealth Partners
New York
$2.27M +$2.45M +116,898 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$2.25M -$64.8K -3,088 -3%
CWA
36
CogentBlue Wealth Advisors
Tennessee
$2.2M +$221K +10,543 +10%
MGIA
37
Moneta Group Investment Advisors
Missouri
$2.07M -$33.6K -1,601 -1%
LPL Financial
38
LPL Financial
California
$1.97M +$82.9K +3,952 +4%
CPA
39
Capital Performance Advisors
California
$1.88M +$61.6K +2,937 +3%
PWM
40
PBMares Wealth Management
Virginia
$1.48M – – –
IWS
41
Integrity Wealth Solutions
Colorado
$1.36M -$5.48K -261 -0.4%
WW
42
Waterfront Wealth
Kansas
$1.07M – – –
MW
43
Marcum Wealth
Ohio
$1.01M – – –
BP
44
Ballentine Partners
Massachusetts
$958K – – –
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$931K -$1.03M -48,988 -51%
CHJWM
46
Carlton Hofferkamp & Jenks Wealth Management
Texas
$920K -$90K -4,289 -8%
SP
47
Symmetry Partners
Connecticut
$873K – – –
SC
48
Savant Capital
Illinois
$848K – – –
KF
49
Krilogy Financial
Missouri
$840K – – –
BHWM
50
Beaird Harris Wealth Management
Texas
$789K – – –
1
2
3 4

BSVO Hedge Fund Activity: Q1 2025 in Review

94 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q1 2025, worth a combined $1.3B — down 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSVO positions and 6 closed out — a net gain of 1 holder — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $14.4M. The largest seller was Hill Investment Group Partners, cutting an estimated $24M.

  • 94 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q1 2025, up from 93 in Q4 2024.
  • Funds reported $1.3B of EA Bridgeway Omni Small-Cap Value ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 7 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q1 2025 was Focus Partners Advisor Solutions, an estimated $14.4M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q1 2025 was Hill Investment Group Partners, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2025.