EA Bridgeway Omni Small-Cap Value ETF
BSVO
53 hedge funds and large institutions have $644M invested in EA Bridgeway Omni Small-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
171% more capital invested
Capital invested by funds: $237M → $644M (+$407M)
53.74% more ownership
Funds ownership: 30.12% → 83.86% (+54%)
18% more funds holding
Funds holding: 45 → 53 (+8)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$368M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$14.6M |
| 3 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
+$6.65M |
| 4 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$864K |
| 5 |
KAM
Kraft Asset Management
Nashville,
Tennessee
|
+$832K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
-$882K |
| 2 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$794K |
| 3 |
Jane Street
New York
|
-$345K |
| 4 |
V
Veritable
Wilmington,
Delaware
|
-$212K |
| 5 |
DWA
Delap Wealth Advisory
Lake Oswego,
Oregon
|
-$145K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $65.3K | -$29.6K | -1,731 | -32% |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $44.8K | +$42.9K | +2,510 | New |
|
53
Fidelity Investments
Boston,
Massachusetts
| $33.5K | -$1.85K | -108 | -5% |
|
|
54
Jane Street
New York
| – | -$345K | -19,685 | Closed |
|
BSVO Hedge Fund Activity: Q2 2023 in Review
53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q2 2023, worth a combined $644M — up 171% from $237M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BSVO positions and 1 closed out — a net gain of 8 holders — while 11 added to existing stakes and 14 trimmed.
The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $368M. The largest seller was Hill Investment Group Partners, cutting an estimated $882K.
- 53 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q2 2023, up from 45 in Q1 2023.
- Funds reported $644M of EA Bridgeway Omni Small-Cap Value ETF stock for Q2 2023, up 171% quarter-over-quarter.
- 9 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q2 2023 and 1 closed out, a net change of +8 holders.
- The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q2 2023 was Buckingham Strategic Wealth, an estimated $368M added.
- The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q2 2023 was Hill Investment Group Partners, an estimated $882K sold.
Based on aggregated 13F filings for Q2 2023.