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EA Bridgeway Omni Small-Cap Value ETF
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Overview Fund Activity

78 hedge funds and large institutions have $1.12B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.13%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
18
Increased
21
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$258M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$588M
3
SIMC
3
Squire Investment Management Company
Utah
$13.9M
4
PCM
4
Peirce Capital Management
Texas
$30.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.67M
2
Jane Street
2
Jane Street
New York
$648K
3
SC
3
Savant Capital
Illinois
$0
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
BAM
5
Bayshore Asset Management
Florida
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$334K 15,726 – –
CA
52
Cetera Advisors
Colorado
$334K 15,726 +15,726 New
OIA
53
OneDigital Investment Advisors
Kansas
$332K 15,619 – –
GS
54
GTS Securities
New York
$325K 15,274 +15,274 New
DFC
55
DBK Financial Counsel
Ohio
$323K 15,175 +15,175 New
BCWM
56
Bartlett & Co Wealth Management
Ohio
$307K 14,455 – –
KAS
57
Kestra Advisory Services
Texas
$300K 14,121 – –
Morgan Stanley
58
Morgan Stanley
New York
$289K 13,576 -16,144 -54%
SPP
59
Single Point Partners
Massachusetts
$274K 12,897 -5,750 -31%
PL
60
Plancorp LLC
Missouri
$272K 12,785 – –
PAG
61
Private Advisor Group
New Jersey
$268K 12,605 – –
Citadel Advisors
62
Citadel Advisors
Florida
$244K 11,489 +11,489 New
CAG
63
Crestwood Advisors Group
Massachusetts
$235K 11,069 – –
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$223K 10,463 +10,463 New
AC
65
Apella Capital
Connecticut
$211K 10,116 – –
CFGS
66
Concourse Financial Group Securities
Alabama
$210K 9,886 – –
ASN
67
Advisory Services Network
Georgia
$205K 9,649 +9,649 New
FWI
68
Facet Wealth Inc
Maryland
$204K 9,863 +9,863 New
AWM
69
AE Wealth Management
Kansas
$204K 9,576 +9,576 New
WIA
70
World Investment Advisors
California
$201K 9,434 +9,434 New
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$200K 9,401 +9,401 New
TIM
72
Thompson Investment Management
Wisconsin
$153K 7,195 – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$39.9K 1,878 – –
Wells Fargo
74
Wells Fargo
California
$29.2K 1,375 +1,375 New
Bank of America
75
Bank of America
North Carolina
$14.9K 700 +700 New
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3
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